News and Announcements

Business planning is a 12-month activity and year-round process. Throughout the year, individuals and businesses evaluate past and future strategies. Dedicated to building stronger client relationships, we proactively monitor federal and state regulatory issues impacting individuals and businesses. Recognizing every client is different, we welcome the opportunity to discuss each situation.
Additionally, these updates and announcements provide a glimpse of our Firm’s workplace culture. Our reputation is built on delivering stellar client service through exceptional professionals. Focused on helping clients grow their businesses, we also aim to develop future leaders.

Retirement Planning | Savings Rules

Tax-savings continue for retirement planning due to availability of traditional and Roth IRAs and other retirement savings incentives. Opportunities include traditional IRAs, rollovers, and conversions Continue reading

2018 Arizona Tax Credits

Arizona provides two separate nonrefundable tax credits for individuals who make contributions to charitable organizations: Qualifying Charitable Organizations (QCO) and Qualifying Foster Care Charitable Organizations (QFCO). Individuals making cash donations to these charities may claim donations as tax credits up to the allowable amount on their Arizona individual tax returns. Below is a summary of the 2018 Arizona tax credits. Continue reading

2018 Tax Wrap-Up

This has been one of the biggest years for tax changes in recent memory and the IRS is still issuing guidance. The tax reform passed in 2017 is complicated and there were many changes impacting the standard deduction, personal exemptions, and meals and entertainment. We would like to help you plan and take into account the most significant changes that may affect you. Continue reading

Sara B. Nance, CPA | 2019 Arizona Business Leader

Sara B. Nance was recognized as one of the most influential leaders in accounting and Arizona’s business community. Continue reading

Top Finisher – Phoenix Fit Company Challenge

Wallace, Plese + Dreher (WP+D) placed first in this year’s Phoenix Fit Company Challenge. This is the third year where teams of 3-4 participants of all ages and fitness levels competed in a variety of courses against other companies in Arizona. Continue reading

2018 Fastest-Growing Firms

Wallace, Plese + Dreher (WP+D) was named by Inside Public Accounting (IPA) to the 2018 Fastest All-Growth Firms, ranking 6 out of 10 with 36.5 percent growth, and named to the 2018 Regional Fastest All-Growth Firms in the West region, ranking 3 out of 5. Continue reading

2018 Governor’s Celebration of Innovation

As annual sponsors, Wallace, Plese + Dreher (WP+D) exhibited at the Governor’s Celebration of Innovation (GCOI) on November 8, 2018. Continue reading

2019 Social Security Benefits

According to the Social Security Administration, Social Security and Supplemental Security Income benefits for more than 67 million Americans will increase 2.8 percent in 2019. Increased payments to more than 8 million SSI beneficiaries will begin on December 31, 2018. Continue reading