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Tax pro near me: Bill Wallace
- Available Virtually
- 17 years experience
- Senior Tax Analyst
- Small Business Certified
With 17 years of experience as an H&R Block tax pro, Bill enjoys working with clients to get the most from their taxes and reach their tax-related financial goals. Like all H&R Block tax pros, Bill stays sharp with an average of 32+ hours of training per year and is genuinely committed to getting you every dollar you deserve. Bill specializes in charitable giving, tax planning, retirement and more.
How filing with your tax pro works
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Take a pic of your tax docs and send to your pro online or through the MyBlock app.
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Meet with your tax pro
Work with your tax pro in a tax office or connect via chat, phone, or video.
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Let your tax pro do the rest
Just review and approve your return when it's ready.
Tax offices Bill works in
Select the office you’d like to make an appointment at:
Bill can help with:
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Charitable giving
Donations made to qualified charities can be deducted to reduce taxable income.
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Tax Planning
Work with a tax pro to build a tax strategy that fits your unique situation and financial goals.
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Retirement
Retirement income, pensions, and annuities can change the way you file your taxes.
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Investments
Investment income can include buying low/selling high, stocks and bonds, and capital losses.
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Block Advisors Small Business Certified
Proprietorships, C corps, and S corps all file yearly taxes, but the forms used to file depend on the way the business is set up.
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Multi-state income
This usually happens when tax payers work across state lines or have lived in multiple states in a tax year.
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Estates and Trusts
The estate tax involves the right to transfer property at one’s death. A trust allows a third party to hold assets on behalf of a beneficiary or beneficiaries, with various tax rules for income.
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Rental Income
Rental income is taxed at standard income tax rates, but you can also deduct the costs of buying and improving a rental property.
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Audits or IRS/state notices
This includes tax audits and notices from the IRS that say there’s an unpaid balance or issue with your return.