With 35 years of experience and a proven track record of success, we always put you "first"
Most people consider Tax Planning as a passive activity by doing a once and done year-end estimate of what they might owe in taxes...Learn More
10 million taxpayers missed out on a chance to get a bigger refund last year simply because they neglected to fill out one line...Learn More
The IRS sets guidelines for accepting an Offer in Compromise. The IRS looks at a taxpayer’s past, current and future financial...Learn More
Warning: The IRS is Rapidly Increasing Audits…
How Confident Are You That Your Tax Return is Accurate?
Could You be Missing Potential Deductions and Credits?
10 million taxpayers missed out on a chance to get a bigger refund last year simply because they neglected to fill out one line on their tax return. Will you miss a similar opportunity this year?
Today’s tax laws are increasingly complicated, you need an experienced tax professional!
Most people consider Tax Planning as a passive activity by doing a once and done year-end estimate of what they might owe in taxes and then just add a few more deductions to lower their taxes for the year. That’s not true tax planning, that’s just a guesstimate!!!
We take a more holistic and Pro*Ac*tive approach to your taxes and your Tax Planning by creating a living documented coordinated approach that is updated consistently as changes occur in your unique lifestyle and as the complexities of your tax situation change… life goes on.
Let Us “Take on” the IRS Without You Lifting a Finger
There is nothing more time-consuming than a “crash course” in tax law when the IRS decides to audit your return.
Just the time it takes to gather the documentation supporting every line item on your tax return is substantial.
Just forward us an IRS Notification of Audit Letter-should one arrive and as a part of our expert tax preparation services, we take on the IRS for you. We handle the paperwork, the questions, the scrutiny, and the intimidation factor while you go on about your business as usual.
John is not only one of the most honest, kind, family orientated and the smartest realistic person I have ever met. He's genuine. He cares and goes above and beyond for his clients. Not only has he kept me incredibly organized with my taxes by sending these beautifully bound 'book-like" copies of my important tax info for every year. -saved me so much anxiety every time I had to provide this info for something. (Loan/mortgage officers love it BTW, I think I've gotten some extra brownie points because it makes me seem so on top of my business!) I could spread my gratitude for him in a novel. He is so amazing; he actually takes the time to send out these incredibly helpful and inspirational newspapers that inform you of various helpful articles in which we are blessed to receive from a Gentleman who writes books on Tax Law. Oh yes, and thank you for supporting and helping us Artists!!! We love you and your family"
I met John Walters through a business associate of ours in 2012. From day 1 I was impressed with not only his knowledge and expertise in tax accounting but also his high level of passion that he has for his profession. There is a sense of genuine care and integrity that is resonated when communicating with him. In addition, the huge $ amounts that he has saved me (as well as my mother whom I referred to him) is an added plus!"
When my tax situation was a complete mess for multiple years, John Walters had the knowledge and perseverance to see it through, unravelling the disaster, causing me to have a great outcome and relief of a huge burden. I highly recommend him for any tax consulting or preparation. He is expedient, reliable, friendly and reasonable."
We take a more holistic and Pro*Ac*tive approach to your Tax Planning by creating a living documented coordinated approach that is updated consistently as changes occur in your unique lifestyle and as the complexities of your tax situation change…life goes on.