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.

Did You Receive an Audit Notification?

Every audit notification may not be legitimate and it is important to make sure it is official. The IRS will notify you either by letter or phone. The IRS does not notify taxpayers about audits through email. If you received an email stating you have been selected for an audit, it is probably fraudulent. If you determine that you are definitely getting audited, your next step is to learn what is involved. Continue reading

Managing 529 Plans in 2018

The cost of college continues to increase and saving takes planning. This article offers insights into saving for higher education and methods aligning with the new tax law. Continue reading

WP+D Official Spelling Bee | March 30, 2018

On March 30, 2018, WP+D held its first official Spelling Bee at both offices in Chandler and Scottsdale. The top spellers and champions were Christina Henning and Danielle Jennings. Continue reading

Estimated Taxes

You may need to pay estimated taxes if you are self-employed or have income other than a salary. This article explains estimated tax payments that are due every quarter. Continue reading

Ballot Measure to Amend Arizona Constitution Prohibiting Taxation of Services

A ballot measure was filed with the Secretary of State to amend Arizona’s Constitution to protect taxpayers from sales tax on services. The measure is supported by the Citizens for Fair Tax Policy, Arizona Retailers Association, and Arizona Association of Realtors. For the proposition to make it to the November ballot, at least 225,963 signatures are required by July 5, 2018. Continue reading

Voted No. 1 Accounting Firm | 2018 | Ranking Arizona

Wallace, Plese + Dreher (WP+D) proudly announces its recognition as the No. 1 Accounting Firm by Ranking Arizona. Continue reading

Sara Nance

Sara B. Nance, CPA | ICAN | Board of Directors

The Firm’s commitment to the non-profit sector is demonstrated by our involvement in community projects and participation on boards. Recently, Sara B. Nance, CPA was added to ICAN: Positive Programs for Youth’s Board of Directors. Continue reading

Business Interruption Insurance

Most business owners do not have interruption insurance, which could be a critical mistake. See how rising numbers of natural disasters may factor into today’s decisions. Continue reading

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