Managing trusts, estates, and nonprofit organizations requires a unique combination of financial expertise and a deep understanding of regulatory requirements. At Walker and Associates, we specialize in providing tailored accounting and tax services that ensure compliance while maximizing financial efficiency. We work closely with trustees, estate managers, and nonprofit leaders to develop customized strategies that preserve assets, meet fiduciary obligations, and support long-term sustainability. 

Trusts: We recognize that trust tax preparation and planning is vital in managing you and your family’s financial future. Regardless of income level, trusts can benefit any individual such as protecting the business you spent your life building or planning for the legacy you leave behind. We have the specialized knowledge and expertise to educate our clients on all of the options that are available for your individual circumstances. We are able to work alongside attorneys and financial planners to ensure that your financial future is protected.

Estates: As a firm, we take pride in being able to provide a number of different services from the beginning to the end of the Estate. We provide tax planning, filing/settling, and estate administration. Services like Probate Filings, asset monitoring, communicating and/or advising beneficiaries/heirs, and finally, settling the estate. Our top priorities are to ensure smooth transitions to the best of our ability and the protection of assets. We have handled a number of high-valued estates with the total valuations being in the tens of millions of dollars where many have a variety of assets that require detailed financial statements and strict compliance regulations.

Non-Profit: Our team has experience working with nonprofit organizations to maintain their tax-exempt status, ensuring financial transparency and meeting IRS reporting standards. From charitable organizations to high-net-worth families, Walker and Associates CPAs provide solutions that align with your goals and safeguard your financial future.

From charitable organizations to high-net-worth families, Walker and Associates CPAs provide solutions that align with your goals and safeguard your financial future.