Tax Planning Services
At Stephen Wallick and Associates we enjoy building a personal relationship with our individual and business clients. We believe that we can better serve you and more effectively resolve your IRS tax issues if we get to know you and your situation.
We are a full-service accounting firm providing Accountant Services, Tax Return Preparation, IRS Issue Resolution, Small Business Services, Payroll Services, and Tax Planning.
Contact us today to schedule a free consultation.
Steve and his wife Melissa live just outside of Nashville. They have raised 4 adult children and have one young daughter still at home with them. They are involved in their church family as youth ministers and are actively involved in supporting local businesses in their community. Steve graduated from Philadelphia University in 1995 with a Bachelors of Science in Accounting. He holds a Masters of Science in Taxation at William Howard Taft University.
Steve is an Enrolled Agent (EA) with the IRS, and a Certified IRS Issue Resolution Specialist. Steve has 20 years of Public Accounting experience, having worked at PricewaterhouseCoopers, Deloitte & Touche, and other large regional firms.
Melissa graduated from Liberty University in 1995, and completed her graduate work at Eastern University. Melissa also owned and operated a business serving the local community for 10 years.
Michael Wallick has joined Stephen Wallick and Associates as a partner. Mike will be opening our new Philadelphia PA Office and will split his efforts between Nashville and Philadelphia. Mike holds a degree in Management with an emphasis in Accounting and a Masters of Business Administration. Mike also served in the United States Navy and is a Disabled American Veteran.
Mike began his career in public accounting and over the last decade as a consultant with various national and international companies with a host of accounting and tax-related issues. Mike is also Certified in Sarbanes Oxley with extensive experience in risk management and compliance in addition to Six-Sigma process improvement methodologies. He has also conducted Quarterly and Annual reviews to assure that public companies were in compliance with SEC reporting guidelines
A sampling of clients that Mike has worked with include PharmaNet, Penske, Generally Electric, Urban Outfitters, GSK (Global Pharmaceutical Company ), Flint Group, Cenlar and Lehigh Cement Company to name a few.
Mike is also the founding and managing partner of Phoenix Transitional Living. PTL currently serves the community with a focus on providing safe, clean and sober living arrangements to anyone in Recovery. Mike started PTL with the intent of helping Veterans that struggled from addiction as a result of injuries or psychological trauma related to the effects of war and military service and has evolved into helping anyone suffering from Addiction. As of today, this has grown incredibly into 6 homes through the Philadelphia metropolitan area.
Mike is currently completing his Enrolled Agent licensure and holds other professional certifications.
Mike is married to Sarah and together they are raising their 4 children.