The Walters Way, LLC offers tax planning and business advisory services. The firm's innovative tax saving strategies means big results for business owners: an average of 48% on their taxes annually. The Walters Way combines strategic tax planning services with sound investment guidance in a powerful, proactive approach that reduces tax burdens and help clients make smarter decisions about every aspect of their financial lives.
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 strategies, applicable for business owners only, 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.
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, create an education assistance plan, or even how to use your business to pay for college.
We follow the tax laws and regulations at a Federal level as well as applicable options at the State and Local level to help craft the strongest strategy to help our clients reduce their tax liability. We're able to work with clients throughout the United States.
LET'S SEE HOW MUCH WE CAN SAVE YOU. RESERVE YOUR COMPLIMENTARY STRATEGIC TAX EVALUATION TODAY - www.thewaltersway.com
Company Details
- Employees
- 8
- Address
- 124 Floyd Smith Office Park Dr,
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- http://www.thewaltersway.com
- Keywords
- Charlotte.
- HQ
- Charlotte, NC
The Walters Way Questions
The Walters Way's website is http://www.thewaltersway.com
The Walters Way's LinkedIn profile is https://www.linkedin.com/company/the-walters-way
The Walters Way has
8 employees.
View email and phone details for 8
employees at The Walters Way.
The Walters Way's industry is
Financial Services
The Walters Way's top competitors are
Creation Technologies,
Annie Mac Home Mortgages,
Fbc Mortgage, Llc,
Arthur Andersen Business Consulting,
Homebridge Financial Services, Inc.,
Naman Howell Smith & Lee, Pllc,
Northrim Horizon,
The Walters Institute,
Geo Consultants Corporation,
Ap Healthcare Llc.
The Walters Way's categories are Financial Services
