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South Walton Accounting Group specializes in accounting, tax, and business consulting for a vast variety of individuals and businesses.  Our areas of expertise include:

  • Tax Return Preparation

  • Tax Planning

  • IRS Issues

  • Client Services

  • Personal Financial Statements

  • Business Consulting

  • Forensic Investigation and Litigation Support

Our goal is to assist business owner's in increasing their wealth!  We accomplish this by compiling financial data, preparing financial statements, preparing tax returns, and analyzing the data.  Along with our network of investment and banking professionals, we help provide our Clients with the necessary information needed to operate profitable businesses.

South Walton Accounting Group is known for being service-oriented because of our hands-on approach and the quality of service we provide.  Our high standards and specialized staff is what separates us from other firms.  We provide on-site services and will make sure every client is served by the expertise of our whole firm.

We are responsive to client needs.  We realize you rely on our advice to make informed decisions.  Through hard work, we have earned the respect of the business and financial communities.  This respect illustrates our diverse talents, dedication and ability to respond quickly to Client needs.

The attitude within our firm is that the success of a Client is also our success.  Working with South Walton Accounting Group is a win win situation for everyone!

Tax Return Preparation

 

We prepare a vast array of tax returns for our clients – from business to individual.

  • Individual Tax Returns

  • Business Tax Returns

    • Sole Proprietor

    • C Corporation

    • S Corporation

    • Partnership

  • Exempt (Non-Profit) Organizations

  • Payroll Tax Returns

  • Sales Tax Returns

SERVICES

IRS Issues

 

Are you having issues with the IRS?  We are here to help you resolve your IRS issues and put an end to the misery that the IRS can put you through.  We can assist with:

  • Audit Representation

  • Non-Filed Tax Returns

  • Back Taxes Owed

  • IRS Liens

  • IRS Levies

  • Offer In Compromise

  • Installment Agreements

Tax Planning

 

South Walton Accounting Group wants you to keep every penny that is rightfully yours.  We can provide tax planning on a quarterly, semi-annually, or annual basis.  Implementing various strategies can help reduce your tax liabilities.

Client Services

 

Accounting and Bookkeeping

Accounting and bookkeeping services are available for individuals and businesses of all sizes.  We perform vital accounting functions such as accounts payable/receivable, payroll, general ledger accounting, bank reconciliations, financial statement preparation and financial analysis on a monthly, quarterly, or annual basis.

For new businesses, we can set-up accounting programs such as QuickBooks.  We will customize the set-up to meet your individual business needs.

When you retain our services, we make it a priority to understand your goals and operations quickly to better serve you and your business.  Based on experience, we can easily identify opportunities for more effective tax planning, improved internal controls, and other processes that will make your business more profitable.

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Payroll

Managing payroll may not seem like a crtical task until something goes wrong.  It can be a time consuming and intricate task that requires a clear understanding of tax deposit rules and laws.  At South Walton Accounting Group, we can simplify the payroll process for you.  We will assist in all areas of payroll and can provide full-service payroll duties.

Services include:

  • Checks or Direct Deposit for your employees

  • Payroll Reports

  • Quarterly Tax Forms

  • Year-end Tax Forms

  • Tax Deposit Services

  • Forms W-2's and 1099's

Personal Financial Statements

 

South Walton Accounting Group can provide professionally prepared Personal Financial Statements that will outline an Individual's financial position at a given point in time.  These statements are most often used when an individual is applying for credit, such as loans or mortgages.  They also allow credit officers to easily gain perspective into the applicant's financial situation in order to make a quick informed credit decision.

Business Consulting

 

Self-examination is often considered the best way for improvement.  Unfortunately, it is often difficult to be completely unbiased when we consider this type of introspective analysis.  South Walton Accounting Group can assist in an objective evaluation regarding your business operations and recommend strategies that will strengthen your business. 

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Forensic Investigation and Litigation Support

 

South Walton Accounting Group can provide forensic investigations in the unfortunate event of fraud or theft.  We will work with law enforcement and your attorney to assist in the recovery of assets.

Litigation support is another area in which South Walton Accounting Group can assist your attorney.  We can assist in shareholder/owner disputes or in divorce matters.

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