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 clients across San Antonio and the United States since 1986. Our team of certified professionals brings decades of combined experience in addressing complex financial and tax challenges for individuals and small businesses. From our founding with just 40 clients, we have grown to serve over 750 clients nationwide while maintaining our commitment to precision and client education. Our CPA-certified professionals and Enrolled Agents combine technical expertise with a teaching-oriented approach to ensure clients understand their tax returns. We specialize in personal tax filings, small business returns, trusts, and amended returns, with a focus on minimizing tax liabilities.Our staff includes seasoned accountants with over 20 years of experience in bookkeeping and tax preparation. We serve both local and out-of-state clients, offering tailored solutions that allow clients to focus on their priorities. Our practice emphasizes transparency, with team members actively engaging clients to demystify the tax process. With over 30 years of experience, our leadership team represents taxpayers in audits, lien and levy cases, and unfiled return situations. Our dedication to continuous professional development ensures we remain at the forefront of tax law changes and compliance requirements.
Services
Tax Preparation
Personal Taxes
Small Business Returns
Trusts
Amended Returns
Details
- Year established: 1986
Highlights and features
- We have over 35 years of experience serving San Antonio taxpayers
- Our team includes CPA-certified professionals and IRS Enrolled Agents
- We specialize in complex tax problem resolution for individuals and businesses
- We serve clients nationwide, not just local taxpayers
- Our teaching-oriented approach ensures client understanding of tax processes
Associations and certifications
- CPA
- Enrolled Agent
Services
Tax Preparation
Our comprehensive tax preparation service ensures accurate and optimized filings for individuals and businesses. We handle all aspects of tax return preparation with meticulous attention to detail. Our certified professionals use their expertise to identify deductions and credits that minimize your tax liability while maintaining full compliance with current regulations.
Personal Taxes
We specialize in preparing personal tax returns (Form 1040) tailored to individual circumstances. Our service includes thorough review of income sources, deductions, and credits to ensure maximum refunds. Our team provides clear explanations of all tax implications and filing requirements for personal taxpayers.
Small Business Returns
We handle tax filings for various business structures including partnerships, S-Corporations, and C-Corporations. Our service includes preparation of business tax returns with focus on compliance and tax optimization. We provide strategic guidance to help small businesses meet their tax obligations while maximizing available benefits.
Trusts
Our trust tax preparation service ensures proper handling of complex estate-related tax matters. We prepare trust tax returns with attention to fiduciary responsibilities and tax implications. Our experts guide clients through the requirements for reporting trust income and distributions while maintaining compliance with tax laws.
Amended Returns
We assist with preparing and filing amended tax returns to correct previous filings. Our service includes identifying errors, calculating adjustments, and ensuring proper documentation. We work with clients to address past tax issues while maintaining compliance with IRS procedures and deadlines.
People
Terry Walker
President and CPA
With over 30 years of experience, Terry Walker Company is a CPA who specializes in individual and business tax representation. He focuses on client education and has been practicing since obtaining his license in 1986.
Mark Robert Noel
Vice President and Enrolled Agent
Mark Robert Noel brings over 20 years of tax experience as an Enrolled Agent and Tax Court Practitioner. He specializes in resolving tax problems including audits and lien/levy situations.
Sharla Ward
Staff Accountant
Sharla Ward has over 30 years of accounting experience, specializing in bookkeeping and tax preparation. She has been with Walker Company + Company for more than 22 years, serving clients with diverse financial needs.
Questions
What tax services do you offer for small businesses?
We prepare tax returns for partnerships, S-Corporations, and C-Corporations, focusing on compliance and tax optimization strategies tailored to each business's needs.
Do you handle complex tax situations?
Yes, our team specializes in resolving audits, lien/levy cases, and unfiled returns with expertise from our CPA-certified professionals and Enrolled Agents.
How long have you served the San Antonio community?
We've provided personalized tax services to San Antonio clients since 1986, building a reputation for expertise and client-focused solutions.
Can you help with personal tax filings?
We prepare individual tax returns (Form 1040) with attention to maximizing refunds while ensuring compliance with current tax regulations.
Do you work with out-of-state clients?
Yes, we serve clients nationwide with both local and out-of-state tax preparation needs through our established remote service processes.
How do you ensure clients understand their tax returns?
Our teaching-oriented approach includes detailed explanations of all tax implications and filing requirements to ensure complete client understanding.
