AeroLeads people directory · profile
Heath Walters, Cpa, Ctc Email & Phone Number
Chief Tax Planner
at
The Walters Institute
1 work email found
@walterscpagroup.com
2 phones found area 704
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Chief Tax Planner
Location
Greater Tampa Bay Area, United States, United States
Who is Heath Walters, Cpa, Ctc? Overview
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Quick answer
Heath Walters, Cpa, Ctc is listed as Chief Tax Planner at The Walters Institute, based in Greater Tampa Bay Area, United States, United States. AeroLeads shows a work email signal at walterscpagroup.com, phone signal with area code 704, and a matched LinkedIn profile for Heath Walters, Cpa, Ctc.
Heath Walters, Cpa, Ctc previously worked as Owner at The Walters Way and President at The Walters Way. Heath Walters, Cpa, Ctc holds Master Of Arts, Accounting from Appalachian State University.
Company email context
Email format at The Walters Institute
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*@walterscpagroup.com
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AeroLeads found 1 current-domain work email signal for Heath Walters, Cpa, Ctc. Compare company email patterns before reaching out.
Profile bio
About Heath Walters, Cpa, Ctc
Heath Walters is a strategic tax planning specialist who trains and partners with financial advisors to recommend and deliver specialized tax, investment, and legal/estate strategies for their high-net-worth clients. With over 10 years of experience as a CPA and Certified Tax Coach, Heath helps financial planning firms set themselves apart to their ideal clients through coaching and specialized services to complement traditional financial planning. Heath’s proven process for client acquisition has led to many advisors doubling their book of business in as little as 24 months.Heath has both a Bachelor degree in Accounting and Master of Science in Accounting from Appalachian State University.Heath is the co-founder and President of The Walters Way, 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 financial and wealth advisors, Continuing Professional Education for CPAs, and is a mentor for other CPAs working toward converting their practice to an Advanced Tax Planning firm.To learn more, please visit https://TheWaltersInstitute.org
Listed skills include Retirement Planning, Finance, Retirement, Small Business, and 21 others.
Current workplace
Heath Walters, Cpa, Ctc's current company
Company context helps verify the profile and gives searchers a useful next step.
7 roles
Heath Walters, Cpa, Ctc work experience
A career timeline built from the work history available for this profile.
Chief Tax Planner
CurrentOur mission is to help financial advisors grow their practices to unprecedented levels by building strategic tax planning into their service. By serving as tax planning specialists in a behind-the-scenes capacity for your clients, we can elevate the positioning of your firm and quickly set you apart from other advisors. Our business model is based on the.
Mar 2011 - Present
Owner
CurrentThe 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 business guidance in a powerful, proactive approach that reduces tax burdens and help.
Aug 2013 - Present
President
CurrentSAFE College Funding, LLC is a Professional Financial Aid Consulting Firm that combines college planning and funding with tax and retirement planning to ensure families are set up for the best financial standing possible. By considering these various aspects together, SAFE College Funding prevents parents from sacrificing retirement funds to pay for.
Nov 2010 - Present
Operations Manager
Mar 2006 - Mar 2011
Operations Manager
Nov 2001 - Feb 2005
Staff Auditor
Sep 1999 - Oct 2000
2 education records
Heath Walters, Cpa, Ctc education
Master Of Arts, Accounting
Appalachian State University
Bachelor Of Science, Accounting
Appalachian State University
FAQ
Frequently asked questions about Heath Walters, Cpa, Ctc
Quick answers generated from the profile data available on this page.
What company does Heath Walters, Cpa, Ctc work for?
Heath Walters, Cpa, Ctc works for The Walters Institute.
What is Heath Walters, Cpa, Ctc's role at The Walters Institute?
Heath Walters, Cpa, Ctc is listed as Chief Tax Planner at The Walters Institute.
What is Heath Walters, Cpa, Ctc's email address?
AeroLeads has found 1 work email signal at @walterscpagroup.com for Heath Walters, Cpa, Ctc at The Walters Institute.
What is Heath Walters, Cpa, Ctc's phone number?
AeroLeads has found 2 phone signal(s) with area code 704 for Heath Walters, Cpa, Ctc at The Walters Institute.
Where is Heath Walters, Cpa, Ctc based?
Heath Walters, Cpa, Ctc is based in Greater Tampa Bay Area, United States, United States while working with The Walters Institute.
What companies has Heath Walters, Cpa, Ctc worked for?
Heath Walters, Cpa, Ctc has worked for The Walters Institute, The Walters Way, The Home Depot, Lowe'S, and Arthur Andersen Business Consulting.
How can I contact Heath Walters, Cpa, Ctc?
You can use AeroLeads to view verified contact signals for Heath Walters, Cpa, Ctc at The Walters Institute, including work email, phone, and LinkedIn data when available.
What schools did Heath Walters, Cpa, Ctc attend?
Heath Walters, Cpa, Ctc holds Master Of Arts, Accounting from Appalachian State University.
What skills is Heath Walters, Cpa, Ctc known for?
Heath Walters, Cpa, Ctc is listed with skills including Retirement Planning, Finance, Retirement, Small Business, Accounting, Management, Business Planning, and Tax.
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