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.
Monroe, Georgia · Nationwide clients
Thoughtful tax guidance for people who need more than a software walkthrough.
Walton Tax Professionals, LLC helps individuals and small businesses navigate complex returns, multi-state issues, and IRS correspondence—with a warm, approachable style rooted in disciplined CPA work.
Services
Tax work that matches the complexity of your life or business
From proactive planning to notices you shouldn’t ignore—we focus on situations that benefit from a CPA’s judgment, not just data entry.
Small business & entity taxation
S corporations, partnerships, and closely held businesses that need filings done right and advice that matches how you operate.
Tax planning & advisory
Proactive planning so you can reduce exposure, improve cash flow, and avoid year-end surprises.
Rebecca Smith, CPA
Walton Tax Professionals, LLC
Meet Rebecca
A disciplined CPA who still picks up the phone
Rebecca Smith, CPA is a licensed Certified Public Accountant and founder of Walton Tax Professionals, LLC, serving individuals and small businesses in Georgia and across multiple states. With over a decade of experience, she brings deep expertise in individual and small business…
“We outline services and pricing clearly before work begins—so there are no surprises.”
FAQ
Questions we hear from new clients
Straight answers about who we serve, IRS representation, and how to get started.
What types of clients do you specialize in?⌄
We specialize in small businesses, business owners, and individuals with more complex tax situations. This includes S corporations, partnerships, multi state filers, real estate investors, professionals, and individuals with significant investments, equity compensation, or prior year issues.
We intentionally do not focus on simple W-2–only returns.
Can you represent me before the IRS?⌄
Yes. As a CPA, we are authorized to represent clients before the IRS and state taxing authorities. Once engaged, we can communicate directly with the IRS on your behalf.
I received an IRS notice. What should I do?⌄
Do not ignore it. Many notices are time sensitive and easier to resolve early. Contact us as soon as possible, upload the notice, and we’ll review it and advise on the appropriate response and next steps.
How do I get started?⌄
The first step is a consultation to understand your situation and determine whether we’re a good fit. From there, we’ll outline services, next steps, and timelines.
Sister company
Need bookkeeping support?
Our primary focus is tax and advisory. If you need clean books—or aren’t sure what you need—we’re happy to refer you to Zeva Bookkeeping, LLC.
Zeva offers a wide range of bookkeeping packages and services so your records stay organized year-round.
Ask us for an introduction to Zeva Bookkeeping, LLC.
Client stories
We’re collecting a few words from clients we’ve walked through audits, multi-state filings, and big life transitions. Check back soon—or send yours when we wrap your project.
Ready for a calmer tax season?
Start with a consultation. We’ll map your situation and outline clear next steps.