Clients of Williams & Kunkel, CPAs, LLP: same team, same office, same phone number.
About the firm
A local CPA firm where the owner knows your name.
Wallace Advisory CPA, LLC serves small business owners, real estate professionals, and families across Texas and in other states from its office on Kirkpatrick Lane in Flower Mound, carrying on a practice established in 2005.
President
Derek Wallace
CPA, CTC
Derek has prepared returns and advised clients of this practice for six years, most recently as its Tax Advisory Manager. He now owns and leads it.
He earned his bachelor's and master's degrees through the Professional Program in Accounting at Texas A&M University in 2012. His work is with business owners: reading how a business earns and pays its owner, finding where the tax plan can do better, and helping put each strategy in place.
He believes the most useful tax conversation happens in the middle of the year, not the week a return is due.
The team
The people you'll talk to.
Every client has a name on our side to call.
Derek Wallace
CPA, CTC · President
View bio ↗
Derek Wallace
CPA, CTC · President
View bio ↗
Derek Wallace
CPA, CTC · President
Derek received his Bachelor’s and Master’s degrees from Texas A&M’s Professional Program of Accounting in 2012 and is a Certified Public Accountant and Certified Tax Coach (CTC). Derek’s passion is implementing tax strategies and helping individuals and businesses reduce their tax liability so they can redirect those funds towards their own passions.
Diogo de Oliveira
Senior Tax Advisor
View bio ↗
Diogo de Oliveira
Senior Tax Advisor
View bio ↗
Diogo de Oliveira
Senior Tax Advisor
Diogo de Oliveira serves as a Senior Tax Advisor. He earned his Bachelor’s in Accounting from Wilmington University and brings more than ten years of experience working with individuals and businesses. Diogo also has experience training professionals in U.S. tax law, giving him a strong understanding of complex tax matters. He enjoys building lasting client relationships and helping clients feel informed and confident about their finances.
Rachel Ault
Client Relations Manager
View bio ↗
Rachel Ault
Client Relations Manager
View bio ↗
Rachel Ault
Client Relations Manager
Rachel brings 17 years of customer service experience and five years of office management to our team. She excels at managing details, solving problems, and building strong relationships with clients. Originally from Orlando, Florida, she attended the Art Institute of Dallas and brings a creative edge to her work through her passion for photography. Her energy and professionalism make her a valuable part of our firm.
Michelle Gutierrez
Tax Advisory Engagement Manager
View bio ↗
Michelle Gutierrez
Tax Advisory Engagement Manager
View bio ↗
Michelle Gutierrez
Tax Advisory Engagement Manager
Michelle Gutierrez is an accounting and financial services professional with a diverse background in client financial services. Her experience includes business banking, licensed investments, accounting management, credit services, business ownership, and audit with Ernst & Young.
Michelle works directly with clients to understand their tax situations and help identify tax preparation and advisory services that align with their goals. She brings a broad perspective to client conversations, combining her accounting expertise with extensive experience working directly with individuals, business owners, and financial service clients.
Michelle holds a Master of Science in Accounting from Southern Methodist University and is fluent in Spanish. She is passionate about helping clients gain clarity around their financial picture and connecting them with solutions that support their goals.
Donna Ward Hammond
Client Accounting Manager
View bio ↗
Donna Ward Hammond
Client Accounting Manager
View bio ↗
Donna Ward Hammond
Client Accounting Manager
Donna has 50 years of experience in public and private accounting and a diverse client base, providing a strong understanding of business needs. She handles a wide range of projects and understands the unique needs of each client. Her attention to detail ensures personalized and efficient solutions for clients. Donna’s extensive expertise allows her to tackle complex accounting challenges with confidence and precision, making her an invaluable asset to the firm.
Karime Martin
Marketing Manager
View bio ↗
Karime Martin
Marketing Manager
View bio ↗
Karime Martin
Marketing Manager
Karime serves as Marketing Manager at Wallace Advisory CPA, bringing extensive experience in marketing, technology, data analytics, and project management. With a strong understanding of digital marketing, AI systems, and website management, she oversees the firm’s marketing initiatives and uses her technical expertise to develop strategies, analyze performance, and support business growth.
Known for her problem-solving skills, creativity, and ability to adapt to new challenges, Karime takes a hands-on approach to her work and is always looking for ways to improve results.
Outside of work, Karime enjoys spending time with her family and traveling.
Nancy Wallace
Office Manager
View bio ↗
Nancy Wallace
Office Manager
View bio ↗
Nancy Wallace
Office Manager
Nancy is Derek’s wife and the newest member of the Wallace Advisory CPA team. She brings over 16 years of experience in sales, customer service, education, marketing, and administrative support. Her background includes sales roles at Charlotte Russe and T-Mobile, seven years as a preschool teacher, and four years as an Assistant Director, where she managed daily operations, coordinated events, and supported marketing and social media efforts.
With her friendly personality, strong organizational skills, and diverse experience, Nancy helps keep the office running smoothly. Often the first smiling face you’ll see when you walk through our doors, she enjoys making every client feel welcome and ensuring a positive experience.
Tyler Williams
Marketing Assistant
View bio ↗
Tyler Williams
Marketing Assistant
View bio ↗
Tyler Williams
Marketing Assistant
Since 2014, Tyler has been helping with various marketing and website maintenance tasks. A valued member of our team, he likes to travel, write and daydream about street food in his spare time.
Faith and values
We run this firm on biblical values.
Our Christian faith is the reason we care about doing this work honestly and well. It shapes how we treat clients, how we treat each other, and how we handle what has been entrusted to us.
God first
Our priorities are God, then family, then business. We believe keeping that order makes us better at all three.
Integrity
We tell you the truth, including when it is not what you hoped to hear, and we prepare every return honestly.
Stewardship
What you have earned has been entrusted to you. We help you manage it wisely, plan ahead, and give generously if that is your goal.
Excellence
We do careful work and keep learning, because good work honors the people we serve.
Service
We are dependable and consistent, and we treat every person who comes through the door with respect.
You do not need to share our faith to be a client here. Everyone is welcome, and everyone gets the same care.
Prayer
How can we pray for you?
Taxes and money often arrive alongside heavier things: a new business, a loss in the family, a hard year. If something is weighing on you, tell us. We would be glad to pray for you.
We keep prayer requests private. You do not need to be a client, and there is never any obligation.
Share a prayer request
Share as much or as little as you like. Please leave out Social Security and account numbers.
How we work
What you can expect from us.
- Plain English. If we can't explain a strategy clearly, we haven't finished thinking it through.
- Advice in writing. Recommendations you act on come to you in writing, so nothing depends on memory.
- No surprise bills. Work outside your engagement is quoted and approved before it starts.
- Your decisions stay yours. We advise and prepare. You review, approve, and decide.
- Documents stay secure. Returns and sensitive records move through the client portal, not email.
For clients of Williams & Kunkel, CPAs, LLP
A new name on the door. The same people behind it.
Wallace Advisory CPA, LLC has acquired the tax and accounting practice of Williams & Kunkel, CPAs, LLP. Derek Wallace, CPA, has prepared returns and advised clients here for six years, and the staff you know are still the ones answering the phone.
Same team
The people who know your file are still here.
Same office
4051 Kirkpatrick Lane, Suite 100, Flower Mound.
Same phone number
972-446-1040
What's changing, and what isn't.
Who will I work with?
The same staff. Derek Wallace, CPA, who has served clients here for six years, now owns and leads the firm. The former owners are helping with the handoff.
Where do I go, and what number do I call?
The same office at 4051 Kirkpatrick Lane, Suite 100, and the same phone number, 972-446-1040.
Do I need to sign anything?
Yes. Because Wallace Advisory CPA, LLC is a new firm, we will send you a new engagement letter, and a new payment authorization if you pay by monthly bank draft. Both can be signed electronically.
What will I see on my bank statement?
Payments will show our new name, Wallace Advisory CPA, in place of the prior firm's name.
What happens to my records?
They stay confidential, as before. You will receive a written notice about the transfer of your files to the new firm, with instructions if you would prefer they not be transferred.
I still have a question.
Call 972-446-1040 or email info@wallaceadvisorycpa.com. We are glad to walk you through it.
Get started
Ready to Start Planning Ahead?
Work with a CPA team that helps you make tax decisions throughout the year, not after the year is already over.