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About Us

About Our Firm

Our firm is a full service accounting and consulting firm. We cater to a wide variety of clients ranging from individuals to medium-sized corporations. Our staff accountants and partners specialize in retirement planning, business consulting, investments, litigation support, estates and trusts, and personal financial planning. We also offer assistance for tax controversies for both federal IRS and State tax issues along with sales and use tax audit representation. Of course, in addition to our specialty areas, we also provide tax and accounting services, including tax planning and tax return preparation.

Our firm is an equal opportunity employer.

WALLACE & ASSOCIATES, P.A. is committed to providing a complete range of professional tax and accounting services, at affordable fees. We pledge to create an environment that will cause every one of our clients to view us as a trusted business advisor.

We formed our accounting firm with a single principle in mind: to provide the highest level of personalized client service possible. Simply put, we care about each and every one of our clients. You will always be served in a manner where you will never have to worry about how many other accountants have access to your private financial affairs or whether a new staff accountant has the proper experience to give you the right advice. If you would like to develop a relationship with an accountant that will know your name, get to know us.

Our firm has been in business for years. We have grown steadily and rapidly, and our full complement of employees is able to service a continuously growing clientele. Today, our many active practices cover the complete spectrum of accounting services, making us the right full-service firm for you.

Our Team


President & Shareholder
Wallace & Associates, P.A.
Fort Myers, Florida

University of Kansas-Lawrence, Kansas
College of Business Administration, Major in Accounting

Areas of Professional Interest and Study:
Condominium and homeowners associations, timeshares, country clubs, not-for-profit organizations, real estate developers, and estate planning.

Certificates and Licenses:
Certified Public Accountant, State of Florida

Professional Affiliations:
American Institute of Certified Public Accountants (AICPA)
Florida Institute of Certified Public Accountants (FICPA)
FICPA Common Interest Realty Association (CIRA) Committee 2000 – 2019
Condominium Owners – Managers & Associates Networking Club (COMA)
Estate Planning Council of Lee County, (Former Treasurer, 2 years)

Community Involvement:
Greater Fort Myers Chamber of Commerce, Former Board Member
Public Issues Forum, Committee Chairman
Southwest Florida Crime Stoppers, Former Board Member
University of Kansas, Florida Recruitment Program (known as H.A.W.K.)
University of Kansas S.W. Florida Alumni Chapter, President
Junior League of Fort Myers, volunteer for Taste of the Town
Investment Club of East Fort Myers, past President and Secretary

Various seminars to homeowners and businesses regarding income tax and estate planning.