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Walton Tax Professionals, LLC

Services

Tax and advisory built for complexity

Whether you’re growing a business, investing in real estate, or sorting out a notice—we match the engagement to the stakes.

Individual tax preparation

For individuals whose situations go beyond a simple W-2—multi-state income, investments, real estate, equity comp, or prior-year issues.

We prepare federal and state returns with an eye toward accuracy, defensible positions, and opportunities you may not see in off-the-shelf software. We intentionally do not focus on simple W-2–only returns.

Small business & entity taxation

S corporations, partnerships, and closely held businesses that need filings done right and advice that matches how you operate.

From owner compensation and basis to distributions and year-end planning, we align entity-level tax work with your personal financial picture.

Tax planning & advisory

Proactive planning so you can reduce exposure, improve cash flow, and avoid year-end surprises.

We go beyond filing. Planning is typically offered on an ongoing or advisory basis so strategy stays current as your business and life change.

Multi-state tax

Nexus, apportionment, and compliance when you live or operate across state lines.

We regularly handle multi-state individual and business filings, including state compliance and nexus considerations.

Tax controversy & IRS representation

Notices, audits, collections, and back-tax issues—with a calm, documented path forward.

Tax controversy work includes IRS and state notices, audits, liens and levies, payment plans, penalty abatement, back filings, and correspondence. As a CPA, we are authorized to represent you before the IRS and state taxing authorities once engaged.

Bookkeeping (referral)

Our primary focus is tax and advisory—but solid books make tax season smoother.

If you need bookkeeping—or aren’t sure what you need—we can refer you to our sister company, Zeva Bookkeeping, LLC, for a wide range of bookkeeping packages and services.

Referral through Zeva Bookkeeping

How fees work

Fees are based on the scope and complexity of the work—not on refund size or hourly guesswork. Before work begins, we outline services and pricing clearly so there are no surprises.

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Tell us what you’re navigating

Call 470-624-6465 or reach out online—we’ll help you understand the path forward.