IT'S NEVER TOO EARLY FOR EXCELLENT SERVICE

Create Strategies that Protect your Assets and Solidify your Future

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Our process emphasizes excellence and attention to your details

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you explain, We listen.

Tell us your story, needs, and long term goals, and we'll work with you to develop a road map.

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Together, we execute a plan.

We'll implement tax and business strategies focused on long-term successasset protection, and wealth accumulation and preservation.

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everyone benefits.

We'll handle the details, filings, and deadlines. We focus on keeping you ahead in this ever-changing world.

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What makes the Walton Group different?

The Walton Group was founded in 2001 as an accounting and advisory practice that emphasizes unmatched personal service to our clients, throughout the United States and abroad.

Our team specializes in providing tax, audit, business advisory, and outsourcing services, as well as business succession and estate planning strategies. Our mission is to deliver unparalleled service, at justified costs. 

Our goal has not changed since our inception. It has and always will be to provide superior service while paying better attention to details, deadlines, and fee structure than anyone else.
— Mark L. Walton

Service that matters.

tell us your needs, and we'll provide services that exceed them.

 

Tax plus™


Our approach is different, in that we work to develop tax strategies that fit the unique needs and compliance requirements of each client; individual or business, large and small. Services include U.S. Federal and state tax compliance, tax strategy planning and implementation, as well as estate and trust tax services. We prepare more than 1,500 tax filings every year, from simple 1040's to multi-national consolidated business returns, and everything in between.


Family office and support services

Have your ever thought about leaving the daily grind, stress, and details behind, while someone else handles the details so you can let go and live your life? We provide a complete range of services, from managing bank deposits and paying bills to complete management of your financial affairs.


Audit & Attestation

We service for-profit and non-profit organizations, in numerous industries, including various U.S. Federal and state tax compliance. Our clients range from locally owned and operated businesses to large, multi-national corporations, encompassing audit, review, and agreed-upon procedure engagements.

Outsourcing

We provide a complete range of outsourced accounting, finance, and management information services. These engagements range from single day tasks to the planning, implementation, and servicing of multi-staff, multi-year projects.


If interested, you can download the most recent assessment report of the quality control standards of our accounting and auditing practice, which expresses the highest possible rating. 

Who We Serve

 

*Percentage representations above are as of January 1, 2018
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To make payments online, you can visit your client portal by clicking the button above. If you are interested but have not set up your profile yet, email Michael Walton at michael@twgcpa.com.