Profile

Firm Profile

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We work with you on a personal level to determine the best solutions for your unique needs, then leverage our seasoned expertise to achieve the best possible results.

Relationships
We are your trusted partner in success. Our firm is large enough to offer a full range of professional services at a fair price, but small enough to give you the individual attention that you deserve.

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Rest assured that when a need arises, our firm is ready and capable to handle everything for you so you can focus on what matters most to you.

Staff Profiles

Larry M. Walker, Jr. 
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
Graduation: June 1992

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

Certifications, Associations and Skills

  • Enrolled Agent (EA) – Enrolled to Practice before the IRS
  • Certified Fund Specialist (CFS)
  • FINRA Licensed (Series 6 / 63)
  • IRS Authorized Electronic Returns Originator (ERO)
  • Member: National Association of Tax Professionals (NATP)
  • 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
  • Former IRS Compliance Examiner (1988-1994)
  • Former Assistant Controller
  • Former Credit & Collections Manager
  • Former Senior Accountant
  • Former Series 7
  • 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
  • QuickBooks Pro Certificate
  • Microsoft Excel Guru (3-D Functions and other linked applications)

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.

02/2003 to Present
Registered Representative: HD Vest Investment Services, Irving, TX
Provide financial services as a FINRA Regulated Series 6, 63 Registered Representative.

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
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.