Tax & Business
Keri Wallace is a director in the Marcum’s Tax and Business Services group, with extensive experience in management, tax compliance and planning, and consulting.
Keri has a background with 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 has 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.
Prior to joining the firm, Keri was a director at E. Cohen and Company, CPAs, an award-winning, nationally ranked CPA firm, which merged into Marcum in 2022.
Professional & Civic Affiliations
- American Institute of Certified Public Accountants (AICPA)
- Texas Society of Certified Public Accountants (TXCPA)
- Houston Society of Certified Public Accountants (TXCPA Houston)