Walters Tax & Bookkeeping Service

 


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About Us

Walters Tax & Bookkeeping Service was formed in August 1987. We looked at several locations and decided to establish the business in the small town of D’Iberville, Mississippi.  

Mrs. Walters was returning to private practice and her goals were to provide professional, experienced, courteous, and confidential Income Tax and Bookkeeping services in a small town setting.  

These past 30 years have passed quickly and we are very grateful for the support we have received from the community. Our Past and Present memberships include:

  • National Association of Enrolled Agents

  • National Society of Tax Professionals

  • Mississippi Society of Enrolled Agents

  • National Society of Accountants

  • National Tax Practice Institute

  • Louisiana Society of Independent Accts

  • D’Iberville-St. Martin Chamber of Commerce

  • Biloxi Bay Chamber

  • D’Iberville Kiwanis Club

  • D’Iberville Recreation League

  • D’Iberville Cruisin’ Inc.    

                                                                                       


 

NANCY S. WALTERS EA, ATA, Fellow (NTPI) 

 

Nancy began her 40- year career in the tax preparation field in August 1969. During the 1969-1971 time frame, she was trying to decide what she wanted to be when she grew up!! What followed were a few years of getting licenses in real estate, tax preparation, securities and insurance licenses and dabbling in all of those fields while continuing her education. 

By late 1971, Nancy decided she wanted to concentrate on the Tax and Accounting fields and accepted a full-time position with a National Tax Preparation firm. She rose through their ranks and became a Regional Director of five states. Each promotion meant another move and she and her family moved 5 times in a 15-year period. 

In 1986, she was ready to stop traveling and come home to Mississippi. She and her daughter, Tina Simmons, opened Walters Tax & Bookkeeping Service. They haven’t looked back since. 

Nancy is an Enrolled Agent (1979), Accredited Tax Advisor (1991), and a Fellow with the National Tax Practice Institute (1995). 

Nancy has been recognized for her community service with the presentation of the City of D’Iberville Bobby Eleuterius Volunteer award in 2000, A George Hixson volunteer award in 2000, Kiwanis Lay Person of the year for 2003-2004 and the Mary Buchanan Community Service Award in 2007.

 


 

TINA A. SIMMONS EA 

 

Tina is a founding member of Walters Tax & Bookkeeping. She was in her last year in High school when she joined her mother, Nancy Walters, in the firm (1987). While working in the firm as receptionist, processor and girl Friday, She graduated High School and went on to the Jackson County Junior College with an emphasis on Tax & Accounting. During her college days, she began advanced studies in taxation and joined the American Institute of Professional Bookkeepers. Tina began her tax & bookkeeping career in 1991.

 Tina decided to take the next step and study for the Enrolled Agent license. She received her license and EA designation in May 2003.

 Each year Tina attends Seminars and Conferences for Continuing Education Credits and to stay up to date on all new Tax Law changes.

 


 

LORI CRUSE

 

Lori joined our firm in 1999 as our Office Manager, Quality Review Manager and Bookkeeping & Payroll Associate. Before joining our firm, Lori was working with our local Chamber of Commerce and we sort of “stole her”. After attending Jefferson Davis Community College, Lori worked with several local companies in Administrative positions. Lori completed her first Tax & Bookkeeping courses in late 1999 and completes over 40 hours annually in Continuing Professional Education. Lori is joining her colleagues in studying for the Enrolled Agents exam.

 



 

 

 
  10158 Central Ave
   Diberville, MS
   39540-4933

   Phone
   (228) 392-8076 

   Fax
   (228) 392-1808

   Hours:
   Mon-Fri  8:30-4:30  

Expanded Hours
January - April

 

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