Heath Walters is the managing partner of Advanced Tax Planners, LLC. Heath was certified as a North Carolina CPA in 2000. He is a Certified Tax Coach as well as an instructor with The American Institute of Certified Tax Planners. Heath also conducts training seminars for college planning strategies, Continuing Professional Education for CPA’s, and is a mentor for other CPA’s working toward converting their practice to an Advanced Tax Planning firm.
Upon completing his Bachelor of Science and Masters of Science in Accounting from Appalachian State University in 1999, he began his career in public accounting with Arthur Andersen. He served as a business consultant and auditor where he learned the strategic operations of companies across the United States. After leaving Arthur Andersen, Heath joined Lowe’s Home Improvement as a Store Manager and followed this as a manager with The Home Depot. He successfully operated business units with $20M-$40M in annual revenue.
Following 13 years of employment, he initiated his passion of Entrepreneurship and founded Walters CPA Group. Walters CPA Group works exclusively with small business owners providing advisory services to guide owners to keep more of their hard-earned money. Our unique turnkey 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.
In his time away from the office, Heath enjoys spending time with his wife Nancy of 18 years and their three children, Allie (13), Brianna (11) and Cooper (1). He is a member of C12, the past President of The Optimist Club - Charlotte, a student minister leader at New Charlotte Church, a couples group Bible Study leader, and an avid lover of golf, college football and home improvement/remodeling.
Matt Leonard is a Certified Public Accountant, Certified Tax Coach, and co-founder of Leonard & Associates, CPA PLLC. He brings over 10 years of experience in strategic tax planning and accounting to his clients.
Matt started his career in auditing at Grant Thornton and then moved on to private accounting at King's Greenhouses Inc. He left to start his own CPA firm in 2013 with his mother, who has been a CPA since 1984.
His education includes a BS in accounting from North Carolina State University where he was number one in his class and graduate school at Appalachian University. He also received specialized training in taxation as a Certified Tax Coach and has used these skills to save clients thousands through targeted, proactive tax planning.
Matt lives in Concord with his two children Sophia and Brady and his wife Stephanie. In his spare time he enjoys going to the lake and spending time with his family.