How will you spend all that you save?

Learn how we save business owners an average of 48% annually on their personal taxes!

Find Out How Our Advanced Tax Strategies Can Benefit You

Personal Tax Planning


If you are an individual earning $500k or higher, contact us today for a consultation with a member of our tax planning team! We will show you how The Walters Way™ can save you up to 48% on your personal tax returns!

CPA Firms Partner with Us


The Walters Way™ and our advanced tax experts are ready to partner with your CPA firm to handle your clients who earn $500k or higher. Gain a competitive advantage by leveraging our unique methods today!

Training Programs


Looking to implement The Walters Way in your CPA firm? We provide expert level training and ongoing coaching to give you the skills and systems you need to properly cater to your high income earning clients.

Welcome to The Walters Way

We work exclusively with business owners to help reduce tax liability, grow assets, and maintain their current lifestyle. With more than 30 overall strategies, we work with clients and their CPAs to create a strategic tax plan based on their unique situation and goals. Call (704) 823-6776 to get started with your complimentary tax planning consultation!

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The Walters Way

124 Floyd Smith Office Park Drive, Charlotte, North Carolina 28262, United States

(704) 823-6776


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