Wallace, Savage & Davis, P.C.
Certified Public Accountants
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Welcome and thank you for visiting the web site of Wallace, Savage & Davis P.C. WSD is comprised of experienced CPAs and EA's committed to helping you grow your investment. We are problem solvers that understand the unique needs of a variety of specialized industries.

In addition to providing you with a profile of our firm and the services we provide, this web site has been designed to become a helpful resource tool for you, our valued clients and visitors. Our commitment to excellence has brought us to the Internet as we endeavor to continue to provide the highest quality professional service and guidance available in the industry today.

As you browse through our web site, you will see we have also included useful resources, informative articles, and interactive financial calculators. We have also taken the time to gather links to external web sites that we think would be of interest to our clients and visitors. Please feel free to contact us with any questions or comments you may have - we would love to hear from you. We pride ourselves on being proactive and responsive to our clients' inquiries and suggestions.

You may access your Onvio Portal through the links page as well.

Click the Tax Notebook button above to securely login to your online organizer.
GainsKeeper provides you the ability to aggregate your investments from multiple accounts into a single location.  From there, cost basis is automatically tracked and adjusted for corporate actions (splits, mergers, etc) as well as wash sales.  Provides full capital gain calculations for the Schedule D, as well as tax-smart trade advice and asset allocation. 

GainsKeeper arms you with accurate cost basis, capital gain tax lot data, and trade decision tools that maximize after tax returns - powering better results for your investment portfolios.  Also, you can provide your tax professional the ability to access your yearly gain/loss data to help in preparation of your tax return.
Access your files with our secure, online document sharing application. Click here to enter your username and password.
Access your files with our secure, online document sharing application. Click here to enter your username and password.