In 1996, Ray Wallace became aware that companies were struggling with claiming the Georgia Retraining Tax Credit. The complexity of the process was a large drain on companies’ resources, but Ray had some ideas for making it easier.
He realized the missing piece was training expertise. A CPA (now retired) with over 25 years experience, Ray knew that if he could assemble a staff with training expertise, they could support the credit application process to more easily see the big picture, and require less time to achieve maximum return.
This unique approach has allowed WALLACE to create a proven process for helping its clients maximize their retraining tax credits. In fact, since 2000, WALLACE has prepared over 30% of all of Georgia’s Retraining Tax Credits.
Today, WALLACE is Georgia’s primary service provider for the Georgia Retraining Tax Credit, and has added service offerings of Job, Investment, and many other tax credits in every state to its many happy and satisfied clients.
WALLACE’s clients come from all industries and range from small but significant, to many of the largest corporations in the world.
We work only on the tax credits our clients choose to pursue, and only up to the amount they wish to receive. We are paid solely upon the results from those chosen tax credits.
We do the work, expertly prepared, with no money left on the table.
WALLACE MISSION
To give our clients the best option available for tax credit preparation by ensuring that they get the most value with the least effort on their part. We do this while giving them the peace of mind that their tax credits are being prepared with regulatory rigor and excellence. This allows us to attain profitable growth for our company, while enhancing the lives of our employees and improving the community we live in.
WALLACE VALUES
• We treat others better than they expect to be treated
• The integrity of our work today is the future of our company tomorrow
• We strive to be the best at every step of what we do
• We employ like-minded people in the area of personal accountability and continuous improvement
• We add only offerings that we can do very well
