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 five years and are at least five years away from any exit plans.
As our tax planning strategies follow Federal regulations, we are able to work with and serve clients anywhere in the United States. For clients residing in states with high state income tax rates, these tax reduction strategies are especially valuable.
At The Walters Way, we adopt a unique methodology that consistently delivers substantial benefits to our clients, typically saving them an average of 48% annually on their taxes. Our approach, known as The Walters Way, skillfully merges strategic tax planning with informed investment strategies. This innovative, all-encompassing strategy is designed to not only lessen your tax liabilities but also to make wiser decisions across all areas of your financial affairs.
Our objective is to simplify your financial processes, from accounting and tax planning to investment management, thereby enhancing your overall financial stability while preserving your current lifestyle.