Keri Wallace is a Director in E. Cohen’s Tax Services Group. She brings more than 27 years of experience in management, tax compliance and planning, and consulting.
Prior to joining the firm, Keri worked as a Tax Senior Manager at a consulting firm, where she managed income tax compliance, tax planning, and consulting projects with a concentration on high-net-worth individuals, related entities, and small- to medium-sized businesses. She also reviewed various types of federal and state income tax returns, including individual, partnership, S-Corporation, corporation, fiduciary, exempt, gift, and payroll.
Keri is a licensed CPA in the State of Texas, where she received a Top Ten Award. She is a member of American Institute of Certified Public Accountants (AICPA), the Texas Society of Certified Public Accountants (TSCPA), and the Houston Society of Certified Public Accountants.
She is proficient in CCH Axcess, QuickBooks, Peachtree, Microsoft Office, BNA, TValue, RIA Checkpoint, Adobe Acrobat, e-Forms RS, Super Forms, GoSystem RS, GoAudit, and GoFileRoom.
Keri graduated with a Bachelor of Business Administration and a Master of Science degree from Texas A&M University in College Station, Texas.