# Estes & Walcott
Source: https://planprovider.pro/provider/estes-and-walcott

> Northwest Georgia employers looking for both year-round tax help and formal assurance work often turn to a Dalton-based CPA firm like Estes & Walcott, lo…

Employee Benefit Plan Auditor

Dalton, GA

## About Estes & Walcott

<p>Northwest Georgia employers looking for both year-round tax help and formal assurance work often turn to a Dalton-based CPA firm like Estes &amp; Walcott, located near the Chattanooga metro area.</p>

<p>Founded in 2003, Estes &amp; Walcott works with businesses, individuals, governments, and non-profits. The firm is led by Alexandria S. Walcott and Rob Estes, CPA. Its assurance work includes audit services, plus reviews and compilations. Organizations that need retirement plan reporting support can also find the firm listed among the directory’s <a href="/auditors/401k">401(k) auditors</a>.</p>

<p>Tax preparation is a major part of the practice, with services for businesses and individuals as well as trusts and estates. The team also provides other accounting services for clients that need help organizing and maintaining records.</p>

<p>The firm’s differentiator is the mix of assurance and tax services in one place, which helps clients keep financial statements and filings consistent across the year.</p>

<ul>
<li>Audit services for a range of entity types</li>
<li>Reviews and compilations</li>
<li>Business and individual tax preparation</li>
<li>Trust and estate tax preparation</li>
<li>Other accounting services</li>
</ul>

Website: [https://www.esteswalcott.com/](https://www.esteswalcott.com/)

Founded: 2003

## Office Locations

- Dalton, GA (Headquarters)

## Accreditations & Certifications

- AICPA EBPAQC

- AICPA Member

## Audit Statistics (2024)

- Total Plans Audited: 2

- Total AUM Audited: $58.4M

- 401(k): 2 plans, $58.4M AUM

## Other Employee Benefit Plan Auditors in GA

- [Mersereau, Lazenby & Rockas, LLC](https://planprovider.pro/provider/mersereau-lazenby-and-rockas-llc) - Suwanee, GA

- [Lanigan & Associates, P.C.](https://planprovider.pro/provider/lanigan-and-associates-pc) - Thomasville, GA

- [Draffin & Tucker](https://planprovider.pro/provider/draffin-and-tucker) - Albany, GA

- [Symphona LLP](https://planprovider.pro/provider/symphona-llp) - Savannah, GA

- [RESJ, PC](https://planprovider.pro/provider/resj-pc) - Stockbridge, GA

- [HLB Gross Collins, PC](https://planprovider.pro/provider/hlb-gross-collins-pc) - Atlanta, GA

- [AGL CPA Group LLC](https://planprovider.pro/provider/agl-cpa-group-llc) - Milton, GA

- [Mauldin & Jenkins, LLC](https://planprovider.pro/provider/mauldin-and-jenkins-llc) - Atlanta, GA

- [EC Barrett, LLC](https://planprovider.pro/provider/ec-barrett-llc) - Atlanta, GA

- [CBIZ Retirement & Investment Solutions](https://planprovider.pro/provider/cbiz-retirement-and-investment-solutions) - Independence, OH

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