Kimberley Walker, CPA

Tax Manager

Tax Manager

 Kim graduated from Pennsylvania State University receiving a B.S. in accounting, in 2000, and joined Schultheis & Panettieri, LLP in November of 2015, as a Tax Manager. 

Experience

Kim began her career as financial services industry auditor. She transitioned to tax in 2008 and has valuable experience in various industries.

Kim’s experience includes the preparation of business and individual income tax returns, estate tax returns, payroll tax returns and sales tax returns.  Kim provides monthly, quarterly and annual accounting services, including tax planning.  In addition, Kim has experience assisting individuals and companies in resolving delinquent tax matters with the IRS and NYS Department of Taxation and Finance including tax liens, wage garnishments, and bank and brokerage account levies.

A certified QuickBooks ProAdvisor since 2011, Kim has advanced knowledge of various QuickBooks platforms which enables her to guide clients in the proper use of the software.  Kim’s goal is to help our clients understand what their overall financial picture is and how it relates to their tax returns.

Industry Participation

Kim is a member of the American Institute of Certified Public Accountants and the New York State Society of Certified Public Accountants.