Profile
As an Enrolled Agent, I have been permitted to practice before the IRS. This includes preparing and filing federal and state individual and business returns, as well as acting with power of attorney and representing clients to the IRS. I have eight years experience in banking as well as three years professional tax experience. As an EA
As an Enrolled Agent, I have been permitted to practice before the IRS. This includes preparing and filing federal and state individual and business returns, as well as acting with power of attorney and representing clients to the IRS. I have eight years experience in banking as well as three years professional tax experience. As an EA, I am required to take continuing education courses to keep current on the ever changing tax laws. Though I am based in the Capital District of New York State, I am permitted to file any federal return as well as any state return with the exception of Oregon.
In addition to being and EA, I am part of the IRS Annual Filing Season Program which requires annual continuing education requirements specific to the form 1040.
Memberships:
National Association of Enrolled Agents (NAEA)
National Association of Tax Preparers (NATP)
New York State Association of Enrolled Agents (NYSSEA)
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Colleen Walter, EA
Education:
Northwestern University Evanston, Illinois BSEd.OrganizationalStudies/Economics
National Louis University Chicago, Illinois
Masters of Arts in Teaching
As your tax professional, I will take the time to build a relationship of trust, use my expertise to minimize your tax liability, and help to take the stress out of tax filings.
Education:
Northwestern University Evanston, Illinois BSEd.OrganizationalStudies/Economics
National Louis University Chicago, Illinois
Masters of Arts in Teaching
As your tax professional, I will take the time to build a relationship of trust, use my expertise to minimize your tax liability, and help to take the stress out of tax filings. I will prepare and efile your federal and state returns and resolve issues that arise. I believe in taking time to review taxes with my client so they can be empowered to make sound decisions and develop a tax plan to avoid surprises come tax time.
About Us
Personalized Attention
We build relationships our clients and will take the time to partner with you to come up with tax plan for you or your business, no matter what the size.
Need a plan?
No one likes an unexpected balance due when they file their taxes. We can come up with a plan to avoid the unwanted surprise of a tax bill come tax time.