Recommendation Letter for Walters CPA Group

To whom it may concern:

It is an absolute pleasure to write this letter in recognition of Walters CPA Group. Established in 2013, Walters CPA Group works exclusively with small business owners to help reduce tax liability, grow assets and maintain their current lifestyle.

Walters CPA Group was founded by Heath Walters who started his career in public accounting, later holding two different positions as store manager where he successfully operated business units with $20-40 million in annual revenue. Following 13 years of employment, he initiated his passion for entrepreneurship and Walters CPA Group was born.

Today, Walters CPA Group provides business owners with advisory services to help them keep more of their hard-earned money. It has a unique turnkey approach that combines strategic tax planning services with sound investment guidance. Walters CPA Group calls this the “Walters Way: a powerful, proactive method to reduce your tax burden and make smarter decisions about every aspect of your financial life.” On average, it is able to help clients save 48 percent on their taxes annually.

The team at Walters CPA Group is highly-knowledgeable and experienced, and are dedicated to serving their clients to the best of their ability. To them, you aren’t just a number. They genuinely care about each and every one of their clients.

Walters CPA Group is also dedicated giving back to the community and improving the industry as a whole. Heath Walters is currently a student minister leader at New Charlotte Church and a couples group Bible Study leader, and was previously the president of The Optimist Club — Charlotte. He also
conducts training seminars for college planning strategies and continuing professional education for CPAs, and is a mentor for other CPAs working toward converting their practice to an Advanced Tax Planning firm.

I highly recommend Walters CPA Group if you’re a small business owner looking for a true professional to reduce their tax liability and grow their assets. With Walters CPA Group, you can rest easy knowing you’re in excellent hands.

Sincerely yours,

Bill Hahn
Strategic-Partner
Schooley Mitchell

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Walters CPA Group