Advanced Tax Planning Training

CPA Training & Coaching

We work exclusively with small 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.

Stay in Touch, Get Inspired

Our Walters Way Monthly is a helpful bulletin that we send to you filled with tax tips and important reminders, plus inspiring stories of entrepreneurship! Read about the many ways our clients utilize the money they save to better the lives of their families and communities! We work hard so we can play hard! Check out our fun articles on travel, leisure and art! Subscribe below for FREE!

The Walters Way CPA Training Programs

Interested in incorporating The Walters Way into your CPA firm? Watch this video to find out how The Walters Way can dramatically improve the value you bring to high income clients!

Contact Us

The Walters Way

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

(704) 823-6776


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