This year in place of the traditional process, we will provide a software solution that simplifies tax time and reduces your tax season stress - TaxCaddy.
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BATON ROUGE, LA – The local public accounting firm, Faulk & Winkler, LLC, is pleased to announce a new membership that will enrich the future of our firm and the capacity to serve our clients. Effective April 1, 2022, Faulk & Winker, LLC has joined the BDO Alliance USA, a nationwide association of independently owned local and regional accounting, consulting and service firms with similar client service goals.
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Congratulations, Melissa, for being honored in the Forty Under 40 class of 2020!
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Please join us in congratulating Rachel Marino for passing the Society of Human Resource Management - Certified Professional exam. This designation is for Human Resource professionals who implement policies and strategies, serve as a point of contact for staff and stakeholders, deliver HR services, and perform operational HR functions. We are so proud of her achievement!
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Congratulations to Partner Alex Tucker for his appointment as Treasurer of the Louisiana Art & Science Museum! Managing Partner, Tommy Lejeune, also serves as a member of the Board of Trustees. Thank you for your commitment to our community!
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At Faulk & Winkler, we value your time and efficiency. We are happy to announce an easier way to pay for services directly from our website!
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We were thankful to partner with one of our nonprofit clients as they transition to a new location for this year’s LCPA Day of Service . We brought new life to old furniture with a few coats of chalk paint, and we also helped clean out storage rooms and move numerous bags of linens. #LCPADayofService
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Our tax and pension departments took some time outside of the office this week to proactively prepare, educate, and collaborate on the latest regulations, protocols, and practices in preparation for the calendar year end and upcoming busy season.
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WBRZ hosted the 12th Annual Stuff the Bus campaign in July to assist parents, teachers, and students in East and West Baton Rouge parishes as they prepare for the upcoming school year. Faulk & Winkler was proud to participate and assist in filling multiple school buses with school supplies for the children of our community.
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We are pleased to announce two promotions that will enrich the future of our firm and the capacity to serve our clients.
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We celebrated the close another great year and milestone anniversaries today at our Annual Service Luncheon at Mestizo. Thank you to Kelsey, Lloyd, and Georgie for 5 years of exceptional service at Faulk & Winkler. All three of them earned their CPA licenses while working at Faulk & Winkler. We are so proud of your many accomplishments!
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Partner, Melissa Terito and CAS Manager Janet Brown enjoyed lunch today with the members of the Boys & Girls Club of Greater Baton Rouge at their PB&J Luncheon. Our firm is proud to be connected with so many incredible service organizations in the Baton Rouge area.
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Horizon Financial Group and Sentinel Pension teamed up with representatives from Columbia Threadneedle, AllianceBernstein, and J.P. Morgan Asset Management for our June session of Retirement Plan University. Russ Regentz from Columbia Threadneedle shared insights on fiduciary risks and liability for plan sponsors, and Andy Bush with Horizon Financial Group shared tips on investment committees for employer sponsored retirement plans. This session was hosted at The Annex at White Star Market.
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Partner Melissa Terito, CPA and Manager Kristie Hustmyre, ERPA joined RVP Doug Allen, industry collegues, and the rest of the Nationwide team at the Nationwide Pinnacle Conference earlier this month. They brought back great insights and best practices that will help us to continue to serve our clients proactively and effectively.
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We enjoyed seeing our clients at the 42nd Annual Louisiana Municipal Association Day at the Capitol events on May 8. Katherine and Lauren are pictured welcoming the City of Baker Mayor Darnell Waites and Council Member Glenda Bryant.
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