Take advantage of new growth opportunities with help from Wallace Associates in Moorestown, New Jersey. We offer financial consulting services for businesses of all sizes.
A Reliable Sounding Board
Guide your company to a bright future. Our financial experts act as a sounding board for management and provide flexible strategies that address the issues affecting your business. We identify factors that are negatively affecting profitability and growth, and then we help you develop a solution that is both practical and technically sound.
Accounting Software Selection & Implementation | Type of Entity Selection | Business Valuations | Buying/Selling a Business | Computer Systems | Financial & Retirement Decisions | Estate, Trust, & Gift Planning | Mergers & Acquisitions | Asset Protection
Investment Review | Bankruptcies | Litigation Support | Cash Flow Forecasting | Employee Benefit Plans | Expert Witness Services | Internet Commerce
Due to our diverse client base, we encounter a wide array of financial and tax issues. As a result, we have gained valuable experience over the years in numerous specialized areas. Contact us to discuss the risks and challenges your company is facing. We feel our ability to provide such a variety of services reflects our versatility and competency, as well as our dedication to quality client service.
Bring us your important documents to notarize. We are a notary public and provide fast, reliable service for our clients.
Complete Tax & Accounting Services
Filing your taxes is quick and easy with help from Wallace Associates. We are tax experts who provide tax planning, preparation, and filing services for individuals, corporations, partnerships, and other business entities.
Accounting & Bookkeeping
Leave your accounting and bookkeeping to the professionals. We save you time and money by keeping your books in perfect order so you can focus on running your business.
Take your business to the next level with financial consulting services from Wallace Associates. Our experienced professionals will help you to identify lucrative avenues for growth.
About Wallace Associates
Wallace Associates is a tax and accounting firm in Moorestown, New Jersey. Since 1970, we've been helping businesses and individuals take control of their finances while saving time and money. Our team has the advanced training, technical expertise, and financial acumen to deliver top-notch services every time. We continually invest time and resources in continuing education and state-of-the-art computer technology in order to better serve our clients. Since our firm is relatively small, our clients benefit from personalized, high-quality service that is tailored to your needs.
Wallace Associates is a service-oriented company with reasonable fees and personalized service. If you have an issue, just contact us and we will address it immediately. We are members of the National Society of Public Accountants and the New Jersey Business Association. We are also enrolled agents and can practice before the IRS. In 2000, the Burlington County Times recognized us as the Best Accountants in Burlington County.
We keep our clients from being audited, and we want to save them as much money as possible.
Contact us for a free phone consultation.
Thank you for your interest. For questions or comments, please use the information listed here. We look forward to hearing from you soon.
Hours of Operation
Monday - Friday: 9:00 a.m. - 5:00 p.m.
Tax Season Hours (January 20th - April 15th):
Monday - Saturday, 9:00 a.m. - 8:00 p.m.
175 W Route 38, Moorestown, NJ 08057
Moorestown, South New Jersey, The Philadelphia Area, and Nationwide
After spending your prime years as well as your pre-retirement years growing your business, the opportune time comes when you either bequeath it to your children or sell it. Or, midstream in your personal or professional career, you might decide to buy a business or another one in addition to what you have. What do you do?
There are a few essential ideas you can consider in order to help you make the right decision. Here they are:
Frame up a strategy yourself – Venturing into an entirely new venture can be a risky proposition. Unless you have enough knowledge and experience, you might end up closing in a year or so. Yet even small enterprises run within one’s backyard, such as home-based outsourcing or services, can become profitable or viable as proven by many who use available technology. For such small endeavors, coming up with your own plan might be enough. Or with the help of some friendly advice, you can make one that is reasonably appropriate.
Find a similar business you already own - If you have sufficient experience in business, for instance, you have a small grocery store and you want to buy a franchise of a popular fast-food restaurant, you may be able to hack it with the help of people who already know that business. In fact, franchises work on the premise that they replicate one successful business venture as long as you have the ideal location, potential market and source of right manpower and materials. You put in the money and the franchise runs itself for you with minimal supervision. In some cases, you can actually “franchise” your own successful business by opening new branches or outlets.
Enter into a partnership – This is one safe and sure option, especially if you choose a partner who already has the expertise in the business. It is different from a franchise in the sense that you have your own unique idea or exclusive market niche that others do not have. Or if you are competing with similar ventures, you come up with your own brand. Bringing a partner who already has the track record will certainly provide a great advantage.
Hire a consultant – Getting an expert firm to handle your planning as well as your accounting and tax matters will minimize errors and chances of failure. A consultant will help you acquire a business through proper audits or research which you may not be able to undertake yourself. Paying someone to do this essential task is wise investment in the long run. This is because a lot of consultants have the many years of expertise and the right network in whatever industry you might enter into.
But what about selling a business?
Selling a business is merely the reverse of buying gone. If you know how to run a successful business without being scammed, you will know whether your company is viable enough to fetch a high price in the market.
Wallace Associates is one consultant with very good reviews who can facilitate not just your tax and accounting requirements; it can also assist in making the right decisions and avoid fraud consultations when it comes to buying and selling a business. Business is after all more than a numbers game; and having someone who knows not just how to crunch numbers but also how to understand those numbers can assure you of a secure future.
"I first met Paul when he came to join the HR team at Spotless Services as our Employee Relations Manager. Paul immediately impressed me with his thorough manner of working and his high attention to detail. Many people who have those attributes do not also have the degree of pragmatism and understanding of the needs of the business that Paul has. He was an invaluable part of our team through a difficult and pressured period and I came to rely on him for sound legal advice tempered with an understanding of business reality”.
National HR Manager
“Paul gave me exceptional service with my workplace issues. He quickly recognised what I needed”.
Auckland and Manukau
“I would like to thank you for the superb way you handled my case. Although you already had a very busy practice when I made contact with you, you still managed to make me feel I was your only client and that I had your full legal and personal attention. It has been very evident to us that you put in a lot of time, extensive legal knowledge and consummate skill into protecting me during my employer’s investigation. Without your talented handling of the interviews, written questions, and meetings I would undoubtedly have had a totally different outcome. I will always be grateful for the brilliant way in which you have supported, protected, and fought my legal battle”.
“Paul Wallace has provided excellent advice and support in managing our employment issues for the past two years. This includes managing employee disputes, guiding us through the disciplinary process, mediation, preparing for negotiations with Unions and ensuring our employment agreements, policies and procedures are both fair and compliant with legislation. As a values driven organisation we are confident in recommending Paul to other employers”.
Chief Executive Officer
Mercy Healthcare Auckland Ltd
We assist employers with their HR practices and strategies to organisational values in order to drive business growth and productivity.
We can assist with HR strategies from design and implementation, through to post implementation reviews.
Our services include:
Writing position descriptions
Induction and on-boarding procedures
Staff performance improvement plans
Recruitment and selection processes
Outsourced Human Resources Service