Larry M. Walker, Jr., EA, CFS
Enrolled Agent, Certified Fund Specialist

 

Greater Atlanta Area

Office Line - (770) 978-9565 or (888) 400-0284
Facsimile - (770) 978-9594 or (404) 795-0467
Email -
lwalker@4-Serenity.com

Education
Bachelor of Business Administration
Georgia State University, Atlanta, Georgia
Major: Accounting
Honors: Cum Laude
GPA: 3.50
Graduation: June 1992

 

Also attended: University of The Pacific, Stockton, CA; San Joaquin Delta College, Stockton, CA; De Anza College, Cupertino, CA

 

Continuing Professional Education:

 

2016 - Professional Education Services, LP - Divorce and Taxes

2016 - TheTaxReview - Foreclosures, Repossessions, and Cancelled Debt

2016 - TheTaxReview - Advanced Business Topics, Avoid Ethical Violations, Senior Tax Planning

2015 - Professional Education Services, LP - Residential Real Property Tax and Accounting Issues, Tax Debt Relief and the IRS

2015 - TheTaxReview - Circular 230 Ethics, Preparing S Corporation Returns

2014 - IRSTaxTraining - Federal Tax Law, Federal Updates, 2 Hours Ethics

2013 - Professional Education Services, LP - Individual Income Tax, Ethics and the Tax Professional

2012 - Professional Education Services, LP - Individual Income Tax, Ethics and Professional Responsibility for Enrolled Agents

2011 - The Tax School - Tax Aspects of the Self-Employed 12/2011; NATP Annual Meeting Dillard, GA 09/2011;

2010 - The Tax School - Individual Income Tax + Ethics 12/2010;

2009 - NATP Annual Meeting Dillard, GA 09/2009; Drake Software Training 07/2009; The Tax School - Ethics 12/2009;

2008 - NATP Annual Meeting Dillard, GA 09/2008; NATP 1040/Beyond the 1040 Workshop 10/2008;

2007 - NATP 1040/1040 Extra Workshops Atlanta, GA 10/2007; NATP Annual Meeting Dillard, GA 09/2007;

2007 - CFS Course & Exam - Institute of Business & Finance 09/2007;

2006 - NATP Annual Meeting Dillard, GA 09/2006; VestFest St. Louis, MO 06/2006;

2005 - NATP 1040/1040 Extra Workshops Atlanta, GA 10/2005; NATP Annual Meeting Dillard, GA 09/2005;

2004 - NATP 1040/1040 Extra Workshops Atlanta, GA 10/2004; NATP Annual Meeting Dillard, GA 09/2004; VestFest Providence, RI 06/2004;

2003 - IRS Nationwide Tax Forum Atlanta, GA 08/2003; NATP Annual Meeting Orlando, FL 07/2003;

2003 - Series 6/63 Training & Exam 02/2003;

2002 - GA Chapter NATP Annual Meeting Dillard, GA 10/2002; IRS Nationwide Tax Forum Atlanta, GA 08/2002;

2001 - National Tax Training School - Tax Law 01/2001; IRS Special Enrollment Exam Atlanta, GA 10/2001;

2001 - IRS Nationwide Tax Forum  Atlanta, GA 08/2001; Georgia DOR - Sales & Use Tax Seminar Decatur, GA 06/2001;

2000 - IRS - Electronic Filing of Returns Workshop Atlanta, GA 10/2000;

1998 - Peachtree Accounting Certificate DeKalb College 03/1998;

1998 - MS Excel for Windows Certificate DeKalb College 02/1998;

1998 - QuickBooks Pro Certificate Dekalb College 02/1998.

 

Certifications, Associations and Skills:

 

bullet

Enrolled Agent (EA) - Enrolled to Practice before the IRS

bulletCertified Fund Specialist (CFS)
bulletFINRA Licensed (Series 6 / 63)
bulletIRS Authorized Electronic Returns Originator (ERO)
bulletMember: National Association of Tax Professionals (NATP)
bullet

Southern States Authorized E-file Provider, West Coast Authorized E-file Provider, Mid-Atlantic Authorized E-file Provider, State of New York Authorized E-file Provider, State of Illinois Authorized E-file Provider

bulletFormer IRS Compliance Examiner (1988-1994)
bulletFormer Assistant Controller
bulletFormer Credit & Collections Manager
bulletFormer Senior Accountant
bulletFormer Series 7
bullet

Individual, Trust, and Corporate Income Taxes, Sales and Use Taxes, Payroll Tax Compliance, Business Personal Property Taxes, Exempt Organization 501(c)(3) Form 990 Taxes

bulletQuickBooks Pro Certificate
bulletMS Excel Guru (3-D Functions and other linked applications)
bullet

MS FrontPage and HTML Literate

 

Experience:


01/2000 to Present
Private Practice / CEO : 4-Serenity, Inc., Atlanta Metropolitan Area
Primarily perform Individual & Corporate Income Tax Preparation, Planning, and Consultation. Represent taxpayers in Federal and State tax matters. Specialize in complex tax problems including Non-Filers, Installment Plans, Offer's in Compromise, IRS Errors, Amending Prior Tax Returns, Net Operating Losses, Corporate Formation, and Calculation of Estimated Tax Payments. Perform Financial Statement Compilations, Accounting Services, Payroll Services, and General Business Consulting. Prepare financial projections for financing and budgeting purposes. Experience with Mortgage Brokers, Real Estate Professionals, Property Management Company's, Restaurants, Real Estate Appraisers, Insurance Agents, Investment Advisors, Construction Company's, Graphic Designers, Attorney's, IT Professionals, Churches, Non-Profit Corporations, Contractors, Retailers, Miscellaneous Service Company's and Manufacturing Industries.  Assist companies by outsourcing as their Corporate Controller. Tax planning with an emphasis on formation and ongoing support for S-Corporations & LLC's. Consulting on Computer selection, Accounting Systems, and EDI. Assist with Web Site Development and e-Commerce. Manage and operate online tax filing service at www.4-Serenity.com. Also provide retirement and business cash management. Affiliates include: Dell Computers, Intuit, QuickBooks Pro, TurboTax for the Web, American Express and others.

05/2001 to 01/2002
Senior Accountant: HLM Accounting & Tax, Inc., Decatur, GA
Write-up & Review of Small Business Accounting Systems. Perform Bank Reconciliations and Adjusting Entries. Prepare Quarterly Employer Returns, Sales & Use Tax, and Personal Property Tax Returns. Write-up and Compilation of Financial Statements. Review and Evaluation of Accounting Systems. Planning and Implementation of Accounting Systems. Assist with QuickBooks Pro problems and implementations. Preparation of Individual & Corporate Income Tax Returns. EDI trouble shooting and Business Consultation. Representation on IRS & State Tax Matters.

10/2000 to 04/2001
Assistant Controller: Android Industries, Inc., Atlanta, GA
Primary responsibility was development and maintenance of Payroll Systems for three plants. Secondary responsibility included Job Costing, Inventory Control, Material Procurement, and Financial Reporting. Financial Reporting included creating annual budgets, monthly closings, and managing weekly key performance measures for subordinate employees. Ai is a direct supplier to General Motors Corp.

03/1998 to 10/2000

EDI, Credit & Receivables Audit Manager: Rollins, Inc., Atlanta, GA
Staff and train Home Office Receivables Audit Department with appropriate personnel. Responsible for Approval of all Corporate credit sales. Manage $25 Mil of A/R. Collect bad debts through dunning notices and the use of outside collection agencies. Post month end journal entries to the G/L using JD Edwards. Reconcile Cash and Credit Card Deposits, multiple A/R accounts, and bad debts. Enforce company credit and collection policies through Branch Out-of-Policy Audits. Calculate the allowance for doubtful accounts, and prepare top level A/R Analysis reports, Aging reports, collection trend and statistical reports. Also analyze Revenue vs. Receivable by Branch, Region and Division for 400+ locations. Assist in preparing annual budget and forecasting. In addition, manage EDI (Electronic Data Interchange) and other special billing arrangements including, flat files via Email, Excel files, and American Express Payment Link. Calculate quarterly bonus for branch locations based on A/R statistics. Assist Internal Audit Department with annual audits by external CPA's. Involves advanced Excel & Access skills. Utilized a PC-LAN connected to an AS400. Knowledge of JD Edwards A/R and G/L, IBM Client Access, NGS Query, Monarch Query, Pilot Query, GE Desktop EDI, DNS Quick EDI, and others.

01/1996 to 02/1998
Accounts Receivable Associate: SmithKline Beecham Clinical Laboratories, Tucker, GA
Responsible for controlling work flow within a large Medical Billing A/R department. Designed Systems to control and report work-in-transit inventory of bill type transfers, correspondence, partial bills, and Medicaid bills. Reports were used to plan work hours, and departmental growth. Reported to the Patient Billing Supervisor. Systems were created using advanced MS Excel techniques.

11/1994 to 07/1995
Registered Representative (Stockbroker): Investors Associates, Inc., Atlanta, GA
Series 7/63 Licensed Stock Broker. Sold investments in NYSE and NASDAQ Stocks, bonds, and mutual funds. Utilized mailing campaigns, cold calls, and meetings with clients and prospects to build a clientele. Received the award, "Rookie Broker of the Month", in my 1st month. Outsold all other Brokers in the firm consistently. Paid on commission only.

02/1988 to 04/1994
Compliance Tax Examiner: U. S. Dept. of the Treasury / IRS, Atlanta, GA
Supervised and trained 8 examiners in the Illegal Tax Protestor (ITP) Unit. Examined individual income tax returns for compliance with Internal Revenue laws, rules, and regulations. Pre-screened all Southeastern U.S. Audit Cases. Conducted training seminars for other departments. Performed extended details with the IRS Problem Resolution Program, and the IRS Adjustments Division. Received numerous awards for performance and innovation. Received monetary award for suggesting the link between the IRS and the Social Security Administration's Master File.

 

 

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