Consulting

The success of your organization is important to us. We offer a variety of consulting services including QuickBooks consulting, preparation and representation for IRS audits, trust and estate planning, tax consulting and employee benefit plan consulting. Please call Patricia Smith to set up a meeting to discuss your consulting needs with Randy Walker.

QuickBooks Consulting Services

Whether you are just starting out or need to establish more advanced financial controls and procedures, our expert certified QuickBooks consultants can work with you to develop and implement practical accounting solutions specific to your business and industry. We will also review and analyze your current bookkeeping system and identify what improvements need to be made for increased efficiency and greater profitability.

We will assist you in setting up your QuickBooks, organizing your chart of accounts, assist you with the reports that your owners and/or Boards need and want, and to provide you and them a clear picture of your organization. Our team will come ready to work for you.

These services include:

  • QuickBooks setup
  • Personnel training
  • Bookkeeping (Monthly, quarterly, or annual)
  • Accounting system setup and support

Employee Benefit Plan Services

Randy Walker & Company has significant experience in helping clients satisfy the many compliance, disclosure and reporting requirements of their employee benefit plans. We provide a full range of specialized services to both employers and plan administrators, offering practical solutions to ever-changing regulations.

Our services include:

  • Preparation of IRS Forms 5500, 8955-SSA and 5330
  • Employee benefit plan diagnostic reviews for payroll matters
  • Financial Statement Audits of benefit plans
  • Non-discrimination tests
  • Consulting on fringe benefit plan opportunities
  • Consulting on retirement plans

Review of Accounting Records for IRS Audits

Whether a small business or non-profit, if you get a letter from the IRS that you are going to be audited, you should prepare.  You should have your CPA review your tax returns (including affiliated entities and related individuals).  Know your weak areas of support, documentation, and preparation.  We can assist in your preparation, and represent you.

Trust & Estate Planning

Our professionals are available to review the trusts, wills and other estate planning documents to determine compliance with current tax laws and the client’s current desires. We can assist the trustee or the personal representative through:

  • Estate & Trust Tax Preparation
  • Gift Tax Return Preparation
  • Gift Tax Planning
  • Estate & Trust Administration
  • Succession Planning
  • Charitable Giving
  • Family Limited Partnerships

Discuss Your Needs

Thank you for your interest in Randy Walker & Company, P. C. for our consulting services. To contact us, please complete the form below or send us an email at psmith@cpatx.com.


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