James M. Walters, P.A. is dedicated to keeping our clients up to date on the ever-changing tax law and regulation landscape. Effective tax planning will protect your assets and minimize your tax costs.

Business Needs

We understand the need for business strategies that will reduce your tax liabilities.  We can service all of your tax needs. Including:
  • Tax planning and strategy implementation
  • Corporate returns
  • Partnership returns
  • LLC/LLP returns
  • Non-profit organization returns
  • Representation in tax examinations
  • Analysis of tax effects including incorporations and liquidations

Individual Needs

Tax planning on an individual basis will help you meet your personal long-term financial goals. We believe in listening to your needs and creating a tax strategy based on those needs.
Some of the services we provide include:
  • Individual federal and state tax returns
  • Personal property tax
  • Estate and inheritance returns
  • Analysis of impact of:
    • Investments and real estate
    • Gift tax
    • Trusts and other fiduciary instruments
  • Estate Planning

Estate Planning

Many individuals leave an estate to loved ones and never realize the tax implications after they are gone. We can help you minimize your estate's tax liabilities through proper planning and ensure your goals are met. Proper estate planning involves several steps.
  1. Listening - In order to properly plan your estate we need to hear from you. What are your goals, what do you want to leave, and where do you want it to go.
  2. Goal Setting - Once you have decided what you want to do the next step is designing a plan to achieve your goals.
  3. Implementation - With the help of Walters Financial you will be able to set your plan in motion. These services are in the works and will be available soon.
  4. Review and Reevaluate - Periodically we will review your plan and progress to ensure that your goals are still the same and that you are on target. We will offer suggestions or help you retool your plan if necessary.