Business Details
40 Years
experience
Your Trusted Tax & Accounting Partner in San Antonio
Walker + Company + Company has been delivering personalized tax preparation and accounting services to individuals and small businesses since 1986. Our firm began with just 40 clients and has grown to serve over 750 clients across the United States, maintaining a commitment to precision and client-focused solutions. Terry Walker + Company + Company, our President and CPA, brings over 30 years of experience and a dedication to client education, ensuring every client understands their financial documents. Mark Robert Noel, Vice President and Enrolled Agent, contributes 20 years of expertise in resolving complex tax issues, including audits and unfiled returns. Our team combines decades of experience with a passion for simplifying tax and accounting challenges.We prioritize transparency, personalized service, and continuous support to help clients achieve financial clarity. With specialized knowledge in personal taxes, small business returns, trusts, and amended filings, we serve as trusted advisors to our clients. Our reputation for reliability and expertise has been built through consistent, high-quality service and a focus on long-term client relationships. We pride ourselves on adapting to evolving tax regulations while maintaining a steadfast commitment to our clients' needs. Whether addressing local or out-of-state requirements, Walker + Company + Company remains dedicated to delivering accurate, tailored financial solutions.
Services
Tax Preparation
Personal Taxes
Small Business Returns
Trusts
Amended Returns
Details
- Year established: 1986
Highlights and features
- We offer over 30 years of experience in personalized tax services.
- Our team includes Certified Public Accountants and Enrolled Agents.
- We prioritize client education to ensure full understanding of tax returns.
- Serving clients across the United States with local expertise.
- Dedicated to resolving complex tax issues for individuals and businesses.
Associations and certifications
- Certified Public Accountant (CPA)
- Enrolled Agent (EA)
Services
Tax Preparation
Our tax preparation services ensure accurate and efficient filing for individuals and businesses. We specialize in minimizing liabilities while complying with federal and state regulations. Clients benefit from tailored strategies that simplify complex financial situations.
Personal Taxes
We handle personal tax returns (Form 1040) with meticulous attention to detail. Our team identifies deductions and credits to optimize refunds while ensuring compliance. Clients receive clear explanations of their filings for full transparency.
Small Business Returns
Specializing in partnerships, S-Corps, and C-Corps, we streamline business tax filings. Our expertise reduces compliance risks and maximizes savings. We provide actionable insights to support long-term financial health for small enterprises.
Trusts
We prepare trust tax returns and advise on estate-related obligations. Our approach ensures adherence to complex regulations while protecting beneficiaries' interests. Clients receive strategic guidance for managing inherited assets.
Amended Returns
Our amended return service corrects prior filings to recover overlooked refunds or resolve discrepancies. We handle IRS communications to ensure accurate revisions, providing peace of mind for clients seeking to rectify past errors.
People
Terry Walker
President and CPA
Terry Walker + Company + Company, CPA, has over 30 years of experience in tax services. He focuses on client education and personalized solutions, ensuring clarity in financial matters. His expertise spans individual and business tax needs.
Mark Robert Noel
Vice President and Enrolled Agent
Mark Noel, Enrolled Agent, specializes in resolving audits, liens, and complex tax issues. With 20 years of experience, he represents clients before the IRS and advocates for practical financial strategies.
Sharla Ward
Staff Accountant
Sharla Ward manages bookkeeping, payroll, and tax preparation with over 30 years of experience. Her client-focused approach ensures accurate financial reporting and tailored support for small businesses and individuals.
Questions
What tax services do you offer?
We provide personal tax returns, small business filings, trust returns, amended returns, and tax issue resolution for individuals and businesses.
Do you handle out-of-state tax filings?
Yes, we assist with local and out-of-state tax needs, serving clients across the United States.
What credentials does your team hold?
Our team includes Certified Public Accountants (CPAs) and Enrolled Agents (EAs) with decades of combined experience in tax and accounting.
How do you ensure client understanding of tax documents?
We prioritize education, explaining returns in clear terms to ensure clients fully understand their financial filings and obligations.
Can you help with complex tax issues like audits?
Yes, we specialize in resolving audits, liens, unfiled returns, and other complex tax matters with strategic, compliant solutions.
