Chattanooga, TN – Local tax expert Jonah Wallick, is excited to announce the opening of his new office at 651 E 4th Street, Suite 100, in Chattanooga.
With years of experience helping small and medium-sized businesses file taxes annually, Jonah now also helps companies collect funds they didn’t know they were owed by the IRS.
As a Certified Enrolled Agent with the IRS, Jonah is dedicated to providing top-notch tax expertise to local business owners in Chattanooga and surrounding areas.
We caught up with Jonah for a Q&A about the opening of his new office and his vision for serving the Chattanooga community.
Q: Why did you decide to open a new office in Chattanooga?
A: “I’ve been helping businesses in the Chattanooga area for a number of years and I’ve seen a real need for high-quality, local tax services. I’m excited to open this new branch of Stephen Wallick & Associates and be able to serve the community in a more direct and comprehensive way. I’ve always been passionate about helping businesses thrive and I believe this new office will allow me to do that even better.”
Wallick adds, “My goal is to bring a new level of tax service to the Chattanooga area. I hope to provide quality work and expertise that businesses can rely on for years to come.”
Q: What can local businesses expect from your new office?
A: “First and foremost, they can expect accurate and timely tax filing services. But we also offer additional services that many businesses may not be aware of, such as finding and collecting funds they didn’t know the IRS owed them.
Our goal is to be a one-stop shop for all a business’s tax needs. Additionally, we will be providing tax expertise to local business owners in Chattanooga and surrounding areas. We will be providing customized services to meet the needs of individual clients.”
According to Wallick, “Throughout the US, it seems that there is a serious lack of quality tax service provided in areas outside of larger metropolitan centers. We are here to change that and bring the expertise that small businesses deserve.”
A recent ibisworld.com study has revealed that the US Tax Preparation Services industry is steadily increasing at an annual average rate of 3.9% between 2018 and 2023, indicative of its growing market size.
“Unfortunately, of that 3.9% increase, the majority of tax preparation services are concentrated in and around bigger cities,” Wallick said. “But that’s changing. We’re continuing to see more business owners and entrepreneurs in smaller markets take an interest in their own taxes, and the Chattanooga area is no exception.”
Q: What sets your new office apart from others in the area?
A: “I’m a Certified Enrolled Agent with the IRS, which means I have the highest level of credentials for representing taxpayers. But more than that, I’m committed to building personal relationships with my clients and understanding their unique needs and goals. I believe that approach sets us apart and allows us to provide truly customized and effective services.”
Q: What exactly is an IRS Enrolled Agent?
“Enrolled agents are individuals who have been granted the privilege to represent taxpayers before the Internal Revenue Service (IRS) by passing a comprehensive three-part test covering individual and business tax returns or through experience as a former IRS employee.
This is the highest credential awarded by the IRS. We are required to adhere to ethical standards and complete 72 hours of continuing education every three years. Like attorneys and CPAs, we have unlimited practice rights, meaning I can represent any taxpayer, handle any tax matter, and represent clients before any IRS office.”
According to the IRS’ website, as of September 2022, 63,014 enrolled agents nationwide were registered, of which 34 are located in Chattanooga. Wallick is proud to be one of them and looks forward to utilizing his knowledge and experience to provide quality tax services in the Chattanooga area.
Stephen Wallick & Associates provides comprehensive tax services to businesses in the Chattanooga Area. From filing taxes, finding lost funds due from the IRS, providing customized tax advice, and more – they strive to provide their clients with the highest level of service.
About Jonah Wallick
Jonah Wallick is the driving force behind the expansion of Stephen Wallick & Associates. As the son of the company’s founder, Jonah has been instrumental in the growth and success of the business. Recently, he opened a second office in Chattanooga, Tennessee, where he and his family reside.
Jonah balances his professional and personal life seamlessly as a father of one,
(soon-to-be two). He is dedicated to providing expert tax services to small and medium-sized businesses in Chattanooga and Middle Tennessee. With years of experience in tax filing and collection, Jonah is a certified enrolled agent with the IRS and can assist with tax filings, disputes with the IRS, settlement negotiations, and future tax planning.
Jonah is excited to continue serving the Chattanooga community and helping businesses thrive. With his expertise and passion for helping others, he is sure to make a positive impact in the region.
651 E 4th Street, Suite 100
Chattanooga, TN 37403
TEL: 423-777-TAX7 (8297)