Income & Wealth Strategy for Business Owners Who Want Structure
Wallace and Company Financial Group helps you stay compliant, clean up the money, and build a long term plan. Bookkeeping, payroll, business formation, tax strategy, life insurance, and retirement planning with annuities, all under one roof.
Tailored Financial Support Services.
The Firm
Strategy First. Compliance Always. Growth on Purpose.
You do not need another random service provider. You need a financial partner who understands how your business moves, what compliance requires, and how to protect what you are building. We bring structure to your books, clarity to your cash flow, and a plan that supports your future income.
Books that match real business activity
Compliance that keeps you out of trouble
Strategy that supports long term income
Financial & Tax Strategists
Years of Experience
IRS Compliance Focused
Structured Filing
Business Owner First
Strategy Led
Multi Service Firm
One Roof
Our Services
Services Built for Real Life and Real Business
Choose the lane you need today. During your consultation, we will map the next step and recommend the right service level based on your business.
TAX PREPARATION & STRATEGY
Accurate, compliance focused tax preparation with strategic planning built in. We help you file correctly, reduce unnecessary tax exposure, and avoid last minute surprises.
Bookkeeping
Monthly reconciliation, cleanup, and reporting that keeps your numbers accurate and usable.
Wealth Strategies
We connect income, taxes, protection, and planning so you can build wealth with intention.
Business Formation
LLC and corporation setup guidance so you stop guessing and build correctly.
Our Process
Your Consultation to Action Plan
Discovery
Strategy
Execution
Discovery
01
We start by understanding your full financial picture. This includes how you earn, how your business is structured, where money may be leaking, and what goals you are trying to reach. Discovery allows us to identify gaps, risks, and opportunities before any recommendations are made.
02
Strategy
Based on what we uncover during discovery, we build a customized strategy aligned with your business needs and long-term goals. This may include tax planning, bookkeeping systems, payroll setup, entity structuring, or wealth and protection strategies designed to support growth and stability.
03
Execution
Execution is where the plan becomes action. We implement the agreed-upon services, ensure everything is set up correctly, and guide you through next steps. Our focus is accuracy, compliance, and systems that support your business now and long term.
Frequently Asked Questions
What services do you offer?
We offer bookkeeping, payroll, business formation, tax preparation and strategy, wealth strategies, life insurance, and retirement planning with annuities.
Do you work with W2 only clients?
We service W2 clients when capacity allows. Our primary focus is self employed individuals and business owners who need structure and ongoing support.
Do you offer virtual services??
Yes. All services can be handled virtually with secure document collection and client portals.
What happens after I book a consultation?
You will complete a short discovery form, then we meet for a strategy based consultation. After the call, you receive recommended next steps and service options.
Answer to the Question
Did not Find Your Questions?
It is a long established fact that a reader will be distracted by the readable content of a page when looking at its layout. The point of using Lorem Ipsum is that it has a more or less normal distribution of letters.
Helpful IRS Resources
Quick access to official IRS tools to help you track refunds, manage your account, and retrieve tax documents.
Where’s My Refund?
Track the status of your federal tax refund directly through the IRS. You will need your Social Security number, filing status, and exact refund amount.
IRS Online Account
Create or log into your IRS account to view balances, make payments, access tax records, and manage your account securely.
Tax Transcripts
Download your tax transcripts, including wage and income transcripts and account transcripts, directly from the IRS.
Make a Tax Payment
Submit federal tax payments securely using IRS Direct Pay, payment plans, or other approved options.
Ready for Structure and a Real Plan?
Book your consultation and complete the discovery form. We will tell you exactly what to do next.
Email: [email protected]
Phone: 404.806.8307
Location: McDonough, GA
Copyright 2026. Wallace & Company Financial Group. All rights reserved.