Our firm understands the complex needs that contractors face every day. We currently service all facets of the industry including special trade contractors, homebuilders, general contractors, and subcontractors.

We understand the variety of needs a contractor has, from financial reporting and tax planning to profitability and risk assessment.

The following list includes some of the many services that Walters & Associates, P.A. can provide:

Assurance Services

Our goal is to present your company's position in the best possible way and to ensure your statements meet all generally accepted accounting guidelines.

  • Preparation of compiled, reviewed, or audited financial statements
  • Assistance in obtaining financing through compiled, forecasted, or projected statements of income and cash flow and personal financial statements
  • Assistance in obtaining bonding and maximizing bonding capacity

Tax Planning and Compliance

Our tax planning services are desiged to minimize income taxes using various tax methods specifically available to contractors. We prepare all business tax returns including corporate, partnership, and fiduciary filings. The wide range of tax issues we address include:

  • Advisory services on individual and corporate taxes
  • State income, sales, and use tax
  • Multi-state taxes and filings
  • Business succession planning

Management Consulting Services

Our management consulting services are designed to help develop or enhance your long- term strategy. Some of the areas we can assist you in include:

  • Heavy equipment rates analysis
  • Lease versus buy decision analysis
  • Cash flow analysis
  • Job profitability/breakeven analysis
  • Project cost reporting
  • Cost Segregation Studies
  • Strategic planning
  • Business valuation