Business Details
40 Years
experience
Your Trusted Tax Experts 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 resolving complex financial and tax issues, serving both individual and business taxpayers. We prioritize client education, ensuring every client understands their returns rather than simply signing them. With a client base that has grown from 40 to over 750 since our founding, we combine local expertise with nationwide service capabilities. Our professionals hold prestigious certifications including Certified Public Accountant (CPA) and Enrolled Agent (IRS), demonstrating our commitment to technical excellence.We specialize in personal tax returns, small business returns, trusts, and amended returns, tailored to meet each client's unique needs. Our team's dedication to continuous learning and client-focused service has established us as trusted advisors in the tax and accounting industry. We maintain active involvement in professional organizations such as the Jalapeno Chapter of the Texas Society of Enrolled Agents. Our approach combines technical expertise with practical solutions, addressing audits, lien and levy issues, notices, and unfiled returns with equal proficiency. This combination of experience, credentials, and client-centric philosophy positions us as leaders in our field.
Services
Tax Preparation
Personal Taxes
Small Business Returns
Trusts
Amended Returns
Details
- Year established: 1986
Highlights and features
- We have been serving clients since 1986 with proven tax expertise
- Our team includes CPA and IRS Enrolled Agent certified professionals
- We provide nationwide tax solutions with local San Antonio service
- We prioritize client education and transparent return explanations
- We handle complex tax issues including audits and unfiled returns
Associations and certifications
- Certified Public Accountant (CPA)
- Enrolled Agent (IRS)
Services
Tax Preparation
Our tax preparation service ensures accurate and compliant filings for individuals and businesses. We specialize in 1040s, partnerships, S-Corps, and C-Corps returns. Our certified professionals provide personalized guidance to minimize liabilities while maximizing refunds through thorough documentation review and strategic planning.
Personal Taxes
We handle comprehensive personal tax services including income tax, investment reporting, and life event-related filings. Our team ensures proper deductions and credits while maintaining compliance with federal and state regulations. Clients receive detailed explanations of all return components for complete understanding.
Small Business Returns
Specializing in small business tax solutions, we manage partnership, S-Corp, and C-Corp returns. Our service includes entity selection guidance, quarterly tax planning, and payroll tax compliance. We help businesses maintain regulatory compliance while optimizing tax positions through strategic year-round planning.
Trusts
Our trust tax services cover fiduciary accounting, estate tax returns, and intergenerational wealth transfer planning. We ensure compliance with complex trust taxation rules while minimizing tax burdens. Clients receive specialized guidance for both revocable and irrevocable trust structures.
Amended Returns
We prepare and file amended tax returns to correct prior-year filings or claim missed deductions. Our process includes thorough error analysis, documentation gathering, and IRS communication. We help clients rectify filing mistakes while ensuring compliance with applicable statutes of limitations.
People
Terry Walker
President and CPA
Terry Walker + Company + Company, CPA, has over 30 years of tax experience since obtaining his license in 1986. He specializes in individual and business tax representation, focusing on client education. He earned degrees from the University of Texas at Austin and San Antonio.
Mark Robert Noel
Vice President and Enrolled Agent
Mark Robert Noel, Enrolled Agent, has 20+ years of tax experience including IRS representation. He holds law and accounting degrees, serves as First Vice President of the Jalapeno Chapter of the Texas Society of Enrolled Agents, and specializes in tax problem resolution.
Sharla Ward
Staff Accountant
Sharla Ward, BBA in Accounting, has 30+ years of experience in bookkeeping and tax services. She has worked with Walker + Company + Company for over 22 years, specializing in payroll, sales tax, and business return preparation while maintaining a client-focused approach.
Questions
What tax services does Walker + Company + Company + Company offer?
We provide personal tax returns, small business returns, trust tax filings, and amended returns for clients across the United States.
How long has Walker + Company + Company + Company been in business?
We've served clients since 1986, growing from 40 to over 750 clients nationwide with our tax expertise.
What makes Walker + Company + Company + Company different from other tax firms?
Our team combines CPA and IRS Enrolled Agent certifications with personalized service and client education about every return.
Do you handle complex tax situations?
Yes, we specialize in resolving audits, lien and levy issues, notices, and unfiled returns for both individuals and businesses.
Can out-of-state clients use your services?
Absolutely, we serve clients nationwide with both local San Antonio office support and remote consultation options.
