Tax Preparation, Planning and Advocacy
A personal approach.
We take a proactive, relationship-driven approach to satisfying the tax preparation needs for a broad range of businesses, organizations, high net worth individuals and estates. We also offer tax planning and advocacy services because the financial well-being of our clients can often depend upon sound timely advice.
Our firm has an excellent reputation of honesty, integrity, and quality. Through these core values we continue to hold high ethical standards and to be industry leaders. Whatever your circumstances, we are here to give the best advice and to provide solutions to meet your ever-changing needs.
We offer a full range of specialized tax services:
Individuals
Your tax situation is as individual as you are. We take a proactive approach to our tax advocacy, planning, and return preparation services on behalf of individuals, providing the personalized guidance you need to reach your goals and realize tax savings opportunities.
Businesses Entities
Walker Ostrowski Williams CPAs offers a full complement of tax planning and preparation services for privately held companies including Regular Corporations, S Corporations, Tax-Exempt Organizations, Partnerships, Limited Liability Companies and Sole Proprietorships. We focus on compliance and help you identify and pursue opportunities to minimize your tax liability and manage your tax risk.
If you own a small business and have not kept up your bookkeeping we can help. We will prepare your bookkeeping for the year and help you set up an easy system that allows you to keep your books in shape for next year.
Estate, Trust and Gift
Effective estate planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse and reduces or eliminates the tax due on the transfer of your business and personal assets. Our experienced professionals stay informed on recent legislation regarding the federal estate tax and current filing requirements. We will work with you and your attorney to craft a tax advantaged estate plan and prepare your state and federal estate tax returns and fiduciary income tax returns.
Sales and Use
Sales and use taxes affect nearly every business type. While we live in the United States, the states are not at all united regarding sales tax rates or application. As a business owner, you may be required to collect sales tax on transactions. As states become more cash strapped, their auditors are also looking to ensure that you have paid sales tax or use tax on your purchases. Add the intricacies of determining in which state or states you have a business presence, or nexus, and calculating your sales tax obligations has become even more difficult.
Payroll
Streamline your payroll process by outsourcing it with Walker Ostrowski Williams CPAs. Today’s complex tax law changes, payroll tax preparation and government reporting procedures can be complicated for small business owners. We offer an accurate, timely, secure, and reliable solution that is flexible enough to work with all types of businesses. Our payroll service includes initial payroll setup and training on our easy to use automated online system, free direct deposit for your employees with online access to their pay stubs, employer access to the online payroll system with a dedicated user ID and password, calculation of federal and state payroll tax deposits for you to initiate payment, and preparation and filing of federal and state quarterly and end of year tax returns.
Why outsource your payroll?
• It’s Cost Effective
Use your staff more efficiently by letting us handle payroll and the associated accounting details. Reduce overhead by removing the need to hire specialized employees.
• It’s a Time Saver
Our payroll service eliminates the burden of customizing, updating and maintaining your own payroll system – no more data entry, no more researching updates or new laws, no more worries.
• Worry Free Payroll Tax Filing
Eliminate the risks of calculating and filing your own payroll taxes by having professionals do it for you. Federal, state and local payroll tax laws are frequently changing and becoming more complex. How much time do you want to spend learning all the rules and keeping your information up to date?
• Allows You to Focus on Core Competencies
Our professional staff allows you to focus on the core competencies of your business. We are accounting professionals – you get the experts working for you and with you.
State Returns
Whether you are a part-year resident in one or more states, have non-resident state source income from corporation of partnership interests, or your business operates in multiple states, Walker Ostrowski Williams CPAs has the experience and resources to file multi-state returns that garner you the biggest tax benefit. Our certified public accountants offer solutions to the wide array of state income tax issues you may face.
For individuals, we can assist with everything from claiming all eligible deductions and credits on state resident income tax returns to complex non-resident returns. If you are required to file in multiple states, we will coordinate all credits and deductions for income tax paid to other states.
Property
Do you know if you are required to file a personal property tax return? Walker Ostrowski Williams CPAs can assist you in every facet of property tax compliance and consulting. Our experienced staff can ensure that your adjustments, deductions and exemptions are correct and in compliance with your state’s regulations. Before preparing your annual personal property tax return, we perform a thorough review of your assets to account for any changes such as personal property acquisitions or dispositions. We will also respond to any personal property tax notices that your company receives.
Representation Before Taxing Authorities
Communicating with tax agencies can be intimidating. At Walker Ostrowski Williams CPAs, we guide you regarding your rights or liabilities under laws and regulations administered by taxing authorities.
Whether you need assistance responding to notices or support at conferences, hearings or meetings with various taxing agencies, our experienced professionals can provide you with the advocacy you need during those stressful times. Because we have professionals who have developed specializations in tax areas such as corporate, partnership, individual, estate and trust, payroll, sales and use, and property, you can use their knowledge to obtain the best support for your circumstances.
If you have any questions please call our office to schedule an appointment with one of our tax specialists.