Business Details
30 Years
experience
Your Trusted Arizona Accounting Partner
Founded in 1996, Wallace Plese & Dreher has grown from a three-partner firm to a team of over 60 dedicated professionals serving Arizona businesses. Our mission centers on client service, leadership development, and employee engagement, built on a foundation of trust and technical excellence. With two offices in Chandler and Scottsdale, we provide audit, tax, consulting, and advisory services tailored to diverse industries including healthcare, manufacturing, real estate, and technology. Our team combines deep local expertise with national affiliations to deliver actionable insights and compliance solutions. We prioritize frequent communication and strategic planning to help clients navigate regulatory changes and optimize financial outcomes.As members of the AICPA Employee Benefit Plan Audit Quality Center, we maintain rigorous quality standards in retirement plan audits. Our integrated approach ensures clients receive cohesive services spanning business growth, succession planning, and personal financial strategies. Over 25 years of experience informs our practical guidance for both established enterprises and emerging businesses. We foster a culture of flexibility, collaboration, and continuous learning among our professionals. Client testimonials highlight our approachability, creativity, and commitment to delivering reliable, transparent accounting solutions.
Services
Audit and Assurance
Tax Planning
Estate and Trust Services
International Tax
Employee Benefit Plan Audits
Mergers and Acquisitions
Research and Development Credits
Details
- Year established: 1996
Highlights and features
- We offer 25+ years of Arizona-focused accounting expertise
- Our team includes specialized CPAs and certified financial planners
- Integrated audit, tax, and consulting services reduce client burden
- Proven experience with employee benefit plan audits and R&D tax credits
- Client-centric culture prioritizing transparent communication and tailored solutions
Associations and certifications
- AICPA Employee Benefit Plan Audit Quality Center
Services
Audit and Assurance
Our integrated audit services provide confidence in financial statements through GAAP/IFRS compliance, risk assessment, and internal control evaluation. We deliver three assurance levels: audits (highest), reviews, and compilations. Specialized services include employee benefit plan audits and regulatory compliance reporting for Arizona businesses.
Tax Planning
We offer year-round tax planning to optimize cash flow and reduce liabilities through Arizona/federal credit utilization, entity structuring, and strategic timing of business decisions. Services include R&D tax credits, international tax compliance, and representation during audits for corporations and high-net-worth individuals.
Estate and Trust Services
Our CPAs and certified financial planners provide estate tax planning, trust administration, and probate avoidance strategies. We coordinate with legal advisors to implement gifting techniques, charitable trusts, and succession plans for family businesses and high-net-worth clients.
International Tax
We assist Arizona businesses with cross-border operations through entity structuring, transfer pricing, and compliance with FBAR/FATCA requirements. Our bilingual team handles inbound/outbound tax planning, GILTI/FDII optimization, and market exit strategies for multinational companies.
Mergers and Acquisitions
We guide clients through business sales/purchases with due diligence, valuation analysis, and tax-efficient structuring. Our services include LOI review, working capital analysis, and post-closing tax planning for transactions in healthcare, manufacturing, and technology sectors.
People
Scott T. Wallace
Founder
Co-founder with 30+ years of Arizona accounting experience. Specializes in audit and assurance services for construction and real estate clients. Retired from active partnership but remains influential in firm culture.
Anthony J. Plese
Founder
Co-founder and retired partner with expertise in nonprofit accounting. Established firm's commitment to community leadership and employee development programs that continue today.
Randy G. Brammer
Partner
Certified in Conglomerate and International Financial Planning. Leads M&A advisory services with focus on healthcare and technology transactions. Active in Arizona business community leadership roles.
Sara B. Nance
Partner
International tax specialist with 20+ years of experience. Advises Arizona companies on cross-border operations and compliance. Fluent in Spanish and Mandarin, serving diverse client needs.
Leslie Prichard
Partner
Employee benefit plan audit expert and AICPA center representative. Specializes in retirement plan compliance and fiduciary responsibility education for corporate clients across multiple industries.
Questions
What accounting services do you offer for Arizona businesses?
We provide audit, tax, consulting, and advisory services tailored to Arizona businesses across healthcare, manufacturing, real estate, and technology sectors.
Do you specialize in any particular industries?
Yes, we focus on healthcare, manufacturing, real estate, technology, construction, and nonprofit organizations with specialized expertise in each sector.
How can you help with employee benefit plan audits?
As AICPA Employee Benefit Plan Audit Quality Center members, we conduct ERISA-compliant audits and help avoid penalties through proactive compliance measures.
What locations do you serve in Arizona?
We have offices in Chandler and Scottsdale, serving clients throughout Arizona with both in-person and virtual support options.
Do you offer international tax services?
Yes, we assist with cross-border tax planning, compliance, and structuring for U.S. companies operating internationally and foreign entities in the U.S.
How do you approach tax credit optimization for businesses?
We identify qualifying R&D activities and implement strategies to maximize federal and Arizona state tax credits for manufacturing and technology companies.
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