Business Details
Your Trusted Partner for Accounting Solutions in Milton, WV
We are a certified public accounting firm committed to providing premier accounting services to businesses and individuals. Our mission focuses on delivering high-quality financial products while prioritizing personal attention. With 145 years of combined experience, our team offers expertise in tax compliance, wealth management, and financial planning. We merge decades of experience through strategic acquisitions, ensuring clients receive tailored solutions. Our services span federal and state tax preparation, payroll management, small business accounting, and comprehensive financial planning.We emphasize transparency, timely delivery, and safeguarding client information. Our vision is to foster a culture where exceeding expectations is the standard. We serve clients in West Virginia, Kentucky, Ohio, and beyond, offering affordable rates and personalized service. Our promise includes timely work completion, client advocacy, and helping clients achieve financial success. We maintain accountability to clients, associates, and staff, promoting growth and satisfaction.
Services
Business Tax Preparation
Personal Tax Services
Payroll Management
Financial Planning
Small Business Accounting
Estate Accounting
Retirement Planning
Tax Compliance
Wealth Management
Tax Strategy Consultation
Details
- Year established: 2025
Highlights and features
- We offer 145+ years of combined experience in accounting.
- We provide tailored solutions for every client.
- We are trusted by businesses and individuals alike.
- Our team delivers affordable rates without compromising quality.
- We combine personal service with industry expertise.
Services
Business Tax Preparation
We assist businesses with federal and state tax return preparation, ensuring compliance with current regulations. Our team analyzes deductions, credits, and tax strategies to minimize liabilities. Clients receive accurate filings and strategic advice to optimize financial outcomes.
Financial Planning
Our financial planning services help clients achieve long-term goals through personalized strategies. We evaluate investment risks, retirement plans, and tax-efficient wealth preservation methods. Solutions integrate tax planning to maximize client financial security.
Small Business Accounting
We manage monthly or quarterly bookkeeping tasks, including bank reconciliations, income statements, and balance sheets. Our services ensure accurate records for informed business decisions. Clients gain time to focus on core operations.
Payroll Management
We handle payroll processing, tax filings, and compliance reporting for businesses. Our solutions reduce administrative burdens, ensuring accurate employee payments and tax submissions. Clients save time and avoid compliance risks.
Personal Tax Services
We prepare individual tax returns and provide planning guidance to minimize liabilities. Services include estate tax strategies and retirement account analysis. Clients benefit from tailored advice to meet personal financial goals.
People
Lisa A. Bowen
Manager
Lisa A. Bowen oversees operations in our Milton office, leveraging her expertise in business accounting and client relations. She ensures high-quality service delivery and client satisfaction.
Mark Bowen
CPA, Manager
Mark Bowen, CPA, leads our Hamlin office, specializing in tax compliance and financial planning. With decades of experience, he provides strategic solutions for businesses and individuals.
Richard Walker
CPA, Manager
Richard Walker, CPA, manages the Point Pleasant office, offering expertise in tax preparation and small business accounting. His client-first approach ensures personalized and accurate financial services.
Joseph V. Sowers
Consultant
Joseph V. Sowers serves as a consultant in our Hurricane office, bringing extensive knowledge in accounting practices and business strategy to support client success.
Matthew B. Sowers
CPA, Manager
Matthew B. Sowers, CPA, leads the Hurricane office, focusing on certified public accounting services. His expertise ensures clients receive reliable financial guidance and compliance support.
Questions
What services does Walls & Associates offer?
We provide tax preparation, financial planning, payroll management, small business accounting, and estate accounting services for businesses and individuals.
Do you specialize in specific tax areas?
Yes, we specialize in federal/state tax filings, court reporters, travel agencies, and trucking company tax compliance, ensuring industry-specific expertise.
How can I schedule a consultation?
Use our online form to request an appointment for a free initial consultation with our accounting professionals.
Do you serve clients outside the tri-state area?
Yes, we serve clients nationwide and internationally, adapting our services to meet diverse financial needs.
What sets your financial planning apart?
Our approach integrates tax planning with retirement strategies, focusing on personalized risk evaluation and wealth preservation techniques.
How do you ensure client data security?
We implement strict controls to safeguard information, ensuring confidentiality and compliance with professional ethical standards.
