Services

 

Joyce A. Wallace, CPA,  has experience in each of the following:

  • Securities: stocks, mutual funds, ETFs, variable annuities, IRAs, and retirement planning alternatives. Securities and investment advisory services are offered through Cetera Advisors, LLC member FINRA/SIPC.

 

  • Insurance: both term and permanent life contracts, long-term care insurance. Securities and investment advisory services are offered through Cetera Advisors, LLC.

 

  • Tax Preparation and Planning (Wallace Tax and Accounting Services): income tax returns, estate tax estimates, personal planning, investment, and real estate tax planning.