Our Mission

At Wallace Consulting, our goal is to become a trusted resource for you and your family by providing efficient, effective solutions for your tax needs through the expertise of our staff and the quality of our service.

Our Values

Empowerment and Embracing Diversity.

We believe the most successful workplace features individuals with a variety of skills, qualifications, culture, and values coming together as one team.

Honesty and Feedback.

Whether it’s to our clients, our co-workers, our ourselves, honesty and direct feedback are crucial to a successful organization. We take pride in our work, our service, and our knowledge- always striving for the best. We appreciate positive feedback, but know constructive criticism can be important for growth.

Continuous Improvement and Professional Development.

Our belief is that extraordinary individuals are lifelong learners. We cannot provide our services to the best of our ability if we do not continue to learn and progress.

Teamwork and Fun.

Professionalism can be found in a relaxed environment without the stuffy, conventional “office” feel. Our team believes collaboration and efficiency can be well balanced with fun and relaxation.

Customer Satisfaction and Results.

We are nothing without our dedicated clients. We strive to get to know our clients- asking questions about their families, interests, hobbies, and goals. Our team has served several generations of families and to us, that is priceless.

Balance of Work and Home Life.

We are human. We have families, interests, and goals of our own. Our clients are of utmost importance, but the health and wellbeing of our team is invaluable. If we get time to be the best version of ourselves in our personal lives, we can be our best for our team and our clients.

Our Path

In 2008, Wallace Consulting was founded by Neal Wallace on the belief that clients are entitled to personal, individualized attention. Having worked at multiple top accounting firms before starting his own, Neal discovered that clients rarely had a chance to develop a professional, long-term relationship with their accountant or tax preparer.

Thus, in establishing Wallace Consulting, Neal ensured clients would have direct access to a designated professional who would become familiar with their respective tax history, current needs, and future goals in order to provide them with the best return possible. The focus on personalized, individual service led to tremendous success over the years.

Neal and the dedicated staff at Wallace Consulting have been able to take that philosophy and expand to serve thousands of clients in multiple locations locally, in various states, and even in other countries! The professionals at Wallace Consulting have experience in a wide variety of industries which allows them to better assist a broad range of clientele.

Offering the experience of a large firm, with the pricing and attention of a smaller firm, Wallace Consulting has helped generations of families and looks forward to continuing such a strong legacy for years to come.

Our Team

nw@wallace-cpa.com

Neal Wallace

Owner/Operator

Neal is the founder of Wallace Consulting, LLC- specializing in small business services and individual tax preparation. As a tax professional, Neal has helped individuals, families, businesses, and nonprofit organizations navigate the world of tax law – often helping generations of families and successors to business clients. His years of experience and continuous training enable him to solve complex tax issues and to offer tax planning services.

Neal earned his Bachelor’s in Accounting in 1998 and his CPA in 2003. Prior to starting his own firm, Neal began his career at some of the nation’s top accounting firms, including BKD, LLP and McGladrey & Pullen LLP.

He enjoyed his work at these firms but saw a need for small business and individual clients to receive expert service at a reasonable rate. Thus, Wallace Consulting was established. Over the years, Neal has acquired several firms with current locations settled in Merrillville and Gary, IN.

Professionally, Neal enjoys working directly with his clients, the challenge of identifying and solving problems and helping his staff grow into their full potential. He is a member of the American Institute of Certified Public Accountants (AICPA) and the National Association of Tax Professionals (NATP).

Personally, he is passionate about sports- you may spot Saints or LSU gear in his office. Neal is a history buff and enjoys learning more about how society has developed. He also enjoys traveling- especially to a tropical location or to his home state of Louisiana.
tw@wallace-cpa.com

Teresa Wallace, EA

Tax Manager

Teri has always been interested in learning and solving problems. She holds degrees in Business Administration, Human Services, and Psychology. As she was earning her Masters, she volunteered for the IRS’ Volunteer Income and Tax Assistance (VITA) program which led to her interest in doing tax work. The opportunity to help others, continually learn new information and share that knowledge was exactly what she was looking for in her career.

Professionally, Teri thrives on being challenged and enjoys working with small business clients. She is well-versed in payroll, bookkeeping, accounting, and tax matters. Teri is licensed by the Internal Revenue Service as an Enrolled Agent. She is a member of the National Association of Tax Professionals (NATP), the National Association of Enrolled Agents (NAEA) and holds several certifications in Quickbooks and Accounting. Teri has direct experience operating various small businesses, which is an asset to her clients.

Personally, she is a Northwest Indiana native and a Lake Central alumna. Teri dedicates her free time to her 3 children, enjoys dog sitting, and enjoys traveling to gain new experiences. She has also spent time volunteering in her community at organizations such as United Way, St. Jude House, the Women’s Center of NWI, the VITA tax program, and is an active member of her children’s school PTO.

Teri is also an active member of the Northwest Indiana Influential Women’s Association (NWIIWA) and a co-chair for their Events and Education Committee.

Roni Kristek

Executive Manager

Roni brings forward 43 years of experience primarily focused on Business Administration. Her knowledge in small business operations and extensive training in QuickBooks gives her the ability to succeed in her position. She worked closely with Neal at multiple national CPA firms, building a professional bond that made her the ideal candidate to manage and oversee the day-to-day operations of the multiple locations he was establishing.

Professionally, Roni is empowered by creating a positive atmosphere in the work place and encourages teamwork, excellent client service, and a professional work environment. She truly enjoys seeing her co-workers grow and succeed in their positions. As “Central Command” for all Wallace Consulting locations, Roni works closely with each staff member to ensure each hub functions to the best of its ability.

Personally, Roni treasures the time she spends with her 2 children and 3 grandchildren. Outside of the office, her passion is crafting- from wood work to rock painting to reclaimed items that she turns into art. Stop by the Taft location and you’ll see her seasonal decorations brighten up the space!