Advanced Tax Planning

There is a better way
The Walters Way

With The Walters Way Advanced Tax Planning Strategies, we save business owners an average 48% annually on their personal taxes. We know the number seems impossible.

Team collaboration tax planning

20+

Years Experience

ABOUT

The Walters Way Advanced Tax Planning strategies

We apply Advanced Tax Planning strategies to reduce annual taxes paid. More than 30 strategies could apply, and each tax plan varies based on the client’s situation and goals. Even better, our approach helps families maintain their current lifestyle.

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tax planning

Advanced Tax Planning

Let’s see how much we can save you. Reserve your complimentary tax Consultation today.

With The Walters Way, we go beyond standard deductions to create real value and wealth. Our power lies in proactive tax planning, and we work in conjunction with your existing CPA to achieve this savings.

We apply Advanced Tax Planning strategies to reduce annual taxes paid. More than 30 strategies could apply, and each tax plan varies based on the client’s situation and goals. Even better, our approach helps families maintain their current lifestyle.

Tax Savings

So, How Does This Work?

Practically everyone takes the basic tax deductions such as mileage, a home office, or mortgage interest. We take those and then look at how to make your business work for you and your family.
We evaluate every option from your business entity type and retirement options to your payroll and reimbursement vehicles. We may advise clients to create a 401k or pension plan for retirement or to convert from an LLC to an S-Corporation to reduce self-employment taxes. For entrepreneurs with children, we may discuss why and how you can employ your children in the business, or create an education assistance plan.
Over the past seven years we’ve averaged savings of 48% annually for our clients’ taxes. The range varies based on the client’s needs and situation. We would love to design a customized plan that shows your range of savings using the recommended strategies.
Tax planning collaboration

17k+

Happy Customers

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Does this approach hold true for everyone?

As long as you own a business, we can probably identify ways to reduce your taxes. The one key consideration is that you are a business owner in some way or fashion. Overall, we’ve seen savings range from approximately 20% to in excess of 65% with our clients. Each client situation is different, so our results vary as you would expect.

In terms of characteristics that fit most of our clients, you will find

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Money

One or Few Owners:

Typically, our clients are the sole business owner, a husband-wife joint ownership, or family ownership format. While the techniques are applicable with multiple business owners, it requires all owners to agree. Additionally, the strategies will vary depending on the business owner’s exit strategy plans and timeline. Most have been in business at least three years and are at least five years away from any exit plans.

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Adjusted Gross Income/Revenue

While our strategies are applicable for most income levels, the percent of savings may vary. We tend to achieve the greatest percent of tax savings with clients who operate with adjusted gross incomes ranging from $400,000 to more than $3 million, or a business with annual revenues from $500,000 to about $10 million.

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All Industries

Our clients own businesses ranging from medical offices, such as chiropractors and doctors of all specialties, to professional services businesses, such as consultants, engineers, and attorneys. And, most of our clients employ less than 20 staff to support their enterprise.

Team Members

Team Members

Meet The Team

Behind our Founder we have a team of experienced professionals to meet your tax and business needs.

Tax Saving Strategies for Small Business Owners

At The Walters Way, we believe clients should be able to rely on one trusted advisor for all of their financial guidance. Through an innovative, turnkey approach that combines strategic tax planning services with sound investment advice, we help individuals, families and business owners make smarter financial decisions while saving significant time and effort.

Our Mission Statement

Making the Impossible Possible Through Innovation & Faith…

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What Clients Say About Us

Contact us

Contact Us

Tax Planning Strategies for Business Owners

At The Walters Way, we do things differently; this means big results for our clients, who save an average of 48% on their taxes annually. Our unique turnkey Advanced Tax Planning approach combines strategic tax planning services with sound investment guidance. We call it The Walters Way: a powerful, proactive method to reduce your tax burden and make smarter decisions about every aspect of your financial life.

Our goal is to help you simplify your accounting, tax planning and investing, while strengthening your overall financial position and maintaining your current lifestyle

Contact us to schedule a 30-min, complimentary tax planning consultation.

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