Tax Services for Businesses, Individuals, Not-for-Profits, and Estates and Trusts

Tax Services for Businesses, Individuals, Not-for-Profits



Our experienced tax professionals are committed to minimizing your tax burden and helping you stay ahead of constantly changing tax laws.

In addition to being current on tax laws and regulations, we strive to be proactive in identifying tax-planning opportunities. Following are just some of the services we provide.

Families and Individuals

Our trained tax professionals are working for you to identify allowable deductions and credits. Our objective is to provide you with the most advantageous tax treatment while complying with all applicable laws and regulations. In addition, we can assist with advising on tax-planning matters such as the timing of deductions, income projections, bankruptcy, divorce and other pertinent matters.


 The Walker & Armstrong Difference

We do not simply help you comply.
We help you succeed.

Walker & Armstrong was established in 1971 on a simple premise: To help our clients enhance their success and achieve their goals. The importance of delivering uncompromising client service – as you define it – and exceeding your expectations is instilled at all levels of our firm, and it is fundamental to our core values of:

  • integrity

  • accountability

  • positive attitude

  • respect.

The “Walker & Armstrong Difference” is evident to the hundreds of business owners with whom we have served as partners in planning and progress.

We Are Easy to Work With. You will appreciate our experience with companies like yours, our consistency in staffing from year to year, and our emphasis on careful planning, hands-on partner involvement and effective communication. Our ability to anticipate the course of your engagement protects you from unwanted surprises and unnecessary disruptions to your routine.

We Honor Our Commitments. We understand the frustration and risk stemming from missed deadlines and broken promises. That is why, at every step in the process, from staffing your engagement and calendaring our target dates to delivering the finished product, our focus is on meeting your expectations for timeliness, accuracy and thoroughness.

Business Taxation

In addition to tax preparation services, our tax professionals are available to provide tax advice to closely held companies on matters such as the following:

  • Business formation

  • Entity selection

  • Government agency audits

  • Multi-state tax matters

  • Lease-versus-buy analysis

  • Deferred compensation matters

  • Fringe benefit packages

  • Mergers and acquisitions

We are always available to answer your routine tax questions that need immediate attention.

Estates and Trusts

Our tax professionals have an in-depth knowledge of tax laws applicable to estates and trusts and can assist you in navigating through the maze of compliance and reporting requirements.

Not-for-Profit Entities

The complexities of the tax reporting laws related to not-for-profit entities continue to increase as constituents demand greater transparency in reporting.

As the Form 990 is a public document, we recognize the importance of accuracy and full disclosure and strive to provide the highest quality in this regard. In addition, we understand the complexities surrounding unrelated business income tax (UBIT) calculations and reporting. (See article, “UBIT: A Short Primer for Not-for-Profit Entities.”)