Tax Services

We live by a simple philosophy at RWC:

We gauge our worth by the service we give our clients.

We work directly with our clients to understand their for profit and non-profit businesses to provide them with the optimal tax return results. Planning is the key to reducing your tax liability. We partner with you to go beyond tax compliance by providing proactive year round tax strategies to maximize your after-tax income. Remember, we work for you not for the Internal Revenue Service. Our team prides itself on being proactive in its tax analysis strategies, the application of the tax laws and emphasis on tax saving strategies.

Our tax services are more than just completing your tax returns at the end of the year. Our tax professionals focus on your needs to help you see beyond the numbers and reach your personal, business and non-profit goals.

Business Taxation

Our tax team assists our small business clients with:

• Tax planning
• Tax preparation – Federal, state and local income tax returns
• Formation, liquidation, acquisition and reorganization of a business
• Partnership and S-Corporation tax issues for owners
• Tax deferral strategies for sale transactions
• Assistance in structuring partnerships and LLC operating agreements
• Multi-state tax compliance and consulting

Non-Profit Taxation

We prepare over 175 non-profit tax returns each year. We understand the unique operational and financial challenges faced by non-profits. We have a strong commitment to the non-profit community, we have served on many of their boards, and have aided hundreds of nonprofit organizations – firsthand. This allows Randy Walker & Company to offer nonprofits the most value and the best service in the market place today.

The privilege of tax exemption for non-profits requires strict adherence to laws, regulations and special requirements at the Federal, state and local levels. Thus in many cases, the tax considerations and the tax return of the nonprofit organization is more complex than those of for-profit entities. Let Randy Walker & Company guide you and your staff through the complexity. Please call Patricia Smith to set up a meeting with Randy Walker, our partner to discuss your non-profit tax needs.

Our Tax Services for Non-Profits include:

• Preparing Form 1023 applications for tax-exempt status
• Obtaining state exemption for your non-profit
• Review of your by-laws
• Preparing Forms 990 and 990-T

Individual Taxation

Our individual tax clients rely on us for:

• Tax planning and tax compliance
• Preparation of state and federal income tax returns
• Preparation of estate and gift tax returns
• Post-mortem tax planning
• Representation before IRS for tax examinations
• Acting as a personal representative or trustee
• Assistance with qualified retirement plans and insurance planning

We welcome the opportunity to work with your attorneys, life insurance agents and financial planners to consider various estate planning concepts and techniques for minimizing the wealth transfer tax burden and wealth administration tasks of future generations.