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Joseph A. Wallace, CPA

Tax Partner

Joseph Wallace is a Tax Partner in Tidwell Group’s Birmingham office. He has over 19 years of public accounting experience with a specialized focus in the affordable housing industry including low-income housing tax credits, HUD assisted projects, Rural Development projects and cost certifications. Wallace’s clients include residential and commercial real estate developers, real estate syndicators and construction companies. He has experience working on the entire lifecycle of an affordable housing project including ones with challenging structuring issues including low income-historic combination deals, state tax credits, land grants and capital account problems.

Prior to joining Tidwell Group, Wallace was a Partner with CohnReznick. Wallace has experience in planning, preparations, and review of tax and consulting engagements. His vast experience provides him a valuable perspective to assist in serving the needs of his clients with questions they have on structuring and compliance. He understands the importance of client service. Wallace has also worked with other federal and state credits such as Historic Tax Credit, Solar Tax Credit, New Market Tax Credit, and the various equivalent state credits.

 

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