This letter is being written in praise of the wonderful attention and care my wife and I have received from Wallace and Associates.



Not only have our financial affairs been rectified from near ruinous beginnings, but our estate and finances have never been so organized and dare I say, manageable.

Needless to say, money is a flash point for almost all of us, but honestly, I’ve learned to not feel constant dread around money issues because of my association with this firm of caring professionals. I have yet to have any experience that has been anything but positive and supportive with everyone associated with Wallace and Associates. No matter the content or question, the response has always been prompt, courteous, and reassuring.

In a world of impersonal bureaucracy it’s so easy to feel like an invisible number, especially around financial business, but these people are the exception to this sometime seemingly growing inevitability. Kindness and understanding are not words that I would normally associate with an accounting firm but it certainly describes Mei and her associates.

Finally, I want to acknowledge how hard Mei works for us. I’m from Oregon, and I know what hard work is. After 10 years of association with Mei I still marvel at her work ethic. It would be no exaggeration to say, I’m grateful everyday for Mei Wallace and her associates. Words could never recommend them enough.

Bruce Abbott

Malibu Elevations Design


Wallace & Associates is without question the best accounting firm that we have had the pleasure of working with in the 35 year history of our business.



As a boutique financial services firm, we have had to handle many different partnerships and entities over the years. There has never been a time where they have not been completely accommodating in their schedule to work on our tax and filing issues. They are able to take complex issues, quickly clarify problems and develop a strategy to ensure that we are compliant while simultaneously maximizing our savings. Moreover, they assume the thankless – and I am sure frustrating – task of reminding me of items that must be completed and submitted, even as they do the vast majority of the work! I cannot recommend them highly enough. We have worked with them for 15 years, and my only regret is that we did not have their expertise before then!”

Ken B.


In the more than 10 years I've known and worked with you, I have never been shaken from my first impression of you as one of the smartest, most educated and most client-service oriented CPA’s I've ever met.



Considering I've met and worked with many CPAs on behalf of my clients, I think my opinion means a lot more than most.

David A. Paller CFP
Vice President-Investments
Advisory & Brokerage Services, UBS Financial Services Inc.
Encino, CA

I have been working with Wallace and Associates for some time now.


Given that my business needs not only an expert CPA firm but also one that is extremely adept at taxation laws regarding income from overseas. After interviewing about a dozen CPAs, I found that Wallace and Associates is the right firm for me.



They are both very responsive, diligent and dialed in. It is nice knowing if I have said something few months ago but they made it a point to bring it up at tax time. The firm is extremely efficient in maximizing results for the customer. I feel like they have the best interest of the client at heart so when something is outside the scope of their work, they can refer you to the right people. Given that they are an established CPA firm with successful clients, the referrals in their network are also top notch.



DISCLAIMER: The opinions I am sharing here are mine, and have been based on my experiences with this firm. For the reader, please base your decision about a CPA firm on your own findings after your own diligence has been conducted.


Jay M.


Let this message serve as my unqualified recommendation of the CPA services of Wallace & Associates.



They have served as my trusted CPAs and tax return preparers for over fifteen years including all of my family accounts, Trusts and LLCs. Without exception, their service has been client-focused, timely, responsive and generally excellent. I unequivocally recommend Wallace & Associates to anyone in need of such high quality services.

Anthony J. Taddey
Managing Director, Lancaster Pollard & Co.
Santa Monica, CA



Wallace and Associates has been our accountant for over sixteen years.


Throughout the years they have always provided rock-solid tax expertise as well as unmatched client support. Wallace & Associates are experts at handling the needs of all size businesses through the ebb and flow of business cycles and tax law changes.

At our company, we consider Wallace & Associates to be much more than just our accountants - they are truly part of our family.

Ron Abrams
Owner, Moisture Jammz, Inc
Attorney / Beauty Products Wholesaler

I would like to take this opportunity to thank you and your staff for helping me with my corporate and personal tax returns.

 

You were able to get both of my corporations and my personal returns completed in just four days. In addition to the expedited pace, you also pointed out some areas that would help to grow my businesses, which were not accounting related.  This is the type of help that I have always wanted from my past corporate accountant, but never received.

Finally, I would like to thank you and your staff for showing true concern and working as a team on my behalf.  I look forward to many years of working together.

Ronald Mulick
President / CEOSolartronics, Inc.
Mulick Construction and Design, Inc.
Agoura Hills, CA

Mei and her team have been a pillar of strength for me during these chaotic financial times.

 

I know I can always count on them to help me navigate through the forms, filings and notices that come with being a small business owner. The attitude at Wallace and Associates is, how are we going to get through this and get it done.  I don't know what I would do without them.

Bianca Cioffi
President, ZCE, Inc.
Santa Clarita, CA

Wallace & Associates offered outstanding professional services when performing our OMB-133 Single Audit.



They are very respectable and easy to work with. They performed the work with great dedication to details and compliance, and were also very flexible to meet our needs. I highly recommend this firm for auditing needs.

Forrest Woolman
Controller
Van Nuys, CA 91401-1400


I want to recommend Mei Wallace as an incredibly thorough accountant.



I wear several different hats to make a living and Mei knows how to deal with each one.  And some years are better than others and Mei is able to make that work as well.  The detail to her work and knowledge she brings seem endless. If I call with questions, she is always available and gives sound advice. I have never been audited since working with Mei but if that ever happens, I am confident that she will guide me through that process as well.  I have been with Mei for many years now because she is very good at what she does.”

Thanks for everything.

Amy Pell
Realtor, Coldwell Banker
Beverly Hills, CA