Business Details
Your Trusted Partner for Comprehensive Accounting Solutions
Walls & Associates is a certified public accounting firm dedicated to providing premier accounting services that deliver high-quality financial products to clients. With 145 years of combined experience, our team offers tailored solutions for businesses and individuals, specializing in tax compliance, wealth management, and financial planning. We prioritize quality over quantity, ensuring personal attention to every client while maintaining professionalism and accountability.Our mission emphasizes timely, accurate work safeguarding client information and exceeding expectations through services designed to foster client success. We serve clients across the tri-state area of West Virginia, Kentucky, and Ohio, with a growing national and international presence.
Services
Tax Preparation
Payroll Management
Financial Planning
Bookkeeping
Business Accounting
Estate Accounting
Retirement Planning
Tax Compliance
Wealth Management
Financial Reporting
Details
- Year established: 2025
Highlights and features
- We have 145+ years of combined experience in accounting and tax services.
- Our team provides tailored solutions for every client's unique needs.
- We are trusted by businesses and individuals across three states.
- Our rates are affordable without compromising on quality or expertise.
- We prioritize personal service and client satisfaction in all operations.
Associations and certifications
- CPA
Services
Tax Preparation
We provide comprehensive federal, state, and local tax preparation services for individuals and businesses. Our team ensures compliance with evolving tax laws while maximizing deductions and credits. Specializing in complex returns for corporations, trusts, and high-net-worth individuals, we help clients minimize tax liabilities through strategic planning and accurate filings.
Payroll Management
Our payroll solutions handle tax filings, W-2/W-3 preparation, and state/federal reporting for businesses of all sizes. We streamline payroll processes to save time, reduce errors, and ensure compliance with labor regulations. Clients receive easy-to-understand reports and dedicated support for payroll system implementation and maintenance.
Financial Planning
We develop personalized financial plans integrating tax strategies, retirement goals, and estate planning. Our services include investment analysis, risk assessment, and retirement income distribution planning. We help clients navigate complex financial decisions while minimizing tax implications and preserving wealth for future generations.
Business Accounting
We offer full-cycle accounting services for businesses, including bookkeeping, financial statement preparation, and system setup. Our team provides monthly/quarterly reconciliations, balance sheets, and income statements. We support start-ups and established enterprises with cost-containment strategies, tax planning, and financial reporting tailored to industry-specific needs.
Estate Accounting
Our estate and trust accounting services include tax return preparation, asset valuation, and distribution planning. We assist executors and trustees with compliance requirements while preserving wealth through strategic tax minimization. Clients receive detailed reporting and guidance for managing complex estates or trusts.
People
Lisa A. Bowen
Manager
Lisa A. Bowen brings extensive accounting expertise to Walls & Associates, specializing in client-focused financial solutions. With a career dedicated to precision and client success, she oversees critical accounting operations while maintaining personalized service standards.
Mark Bowen
CPA, Manager
Mark Bowen, CPA, leads our Hamlin office with over three decades of accounting experience. He specializes in tax compliance and business advisory services, merging technical proficiency with strategic guidance to help clients achieve long-term financial goals.
Richard Walker
CPA, Manager
Richard Walker, CPA, manages our Point Pleasant office with expertise in corporate tax strategies and financial reporting. His client-centric approach combines deep technical knowledge with practical solutions to address complex accounting challenges for businesses and individuals.
Matthew B. Sowers
CPA, Manager
Matthew B. Sowers, CPA, oversees operations at our Hurricane office with a focus on financial planning and wealth management. His experience in multi-generational estate planning helps clients preserve and transfer wealth effectively while maintaining compliance with tax regulations.
Joseph V. Sowers
Consultant/Office Manager
Joseph V. Sowers serves as Consultant and Office Manager, leveraging decades of accounting experience to guide clients through complex financial decisions. His leadership ensures operational excellence while maintaining the firm's commitment to personalized service and technical accuracy.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, payroll management, tax planning, and financial reporting tailored to small businesses. Our services include system setup, monthly reconciliations, and compliance support to help owners focus on growth.
Do you handle both individual and corporate tax preparation?
Yes, we prepare federal, state, and local tax returns for individuals, corporations, trusts, and estates. Our team specializes in minimizing liabilities through strategic tax planning and compliance with current regulations.
How does your financial planning service work?
We create personalized financial plans integrating tax strategies, retirement goals, and estate planning. Our process includes investment analysis, risk assessment, and regular reviews to adapt to changing life circumstances.
What areas do you serve?
While based in Milton, WV, we serve clients across West Virginia, Kentucky, Ohio, and nationally. Our team works with international clients through virtual consultations and digital accounting solutions.
Can you assist with payroll tax compliance?
Yes, we handle payroll tax filings, W-2/W-3 preparation, and state/federal reporting. Our services ensure compliance while saving business owners time through automated systems and expert oversight.
What makes your firm different from other accounting services?
Our 145+ years of combined experience, personalized approach, and commitment to quality set us apart. We combine technical expertise with proactive client communication to deliver solutions that align with individual and business goals.
