Building Trust and Camaraderie, One Client at a Time
At Walters & Associates Tax & Accounting Services, Inc., we take pride in being a boutique accounting firm that offers personalized services to individuals and businesses alike. Our commitment to providing superior client service has enabled us to build long-term relationships with our clients, and we strive to continue delivering exceptional quality and guidance.
Our Story
Founded in 2005 by Winston W. Walters, a certified public accountant with over 20 years of extensive experience in Controller and Managerial Accounting, our firm was established with the goal of providing personalized attention to each client. With a strong educational background from the New York State University system, Winston has developed a unique approach to accounting and taxation, focusing on building trust and camaraderie with his clients.
Our Services
We offer a wide range of services, including accounting, taxation, and financial advisory services. Our accounting services include bookkeeping, payroll, preparation and review of financial statements, management reports, due diligence, business evaluation, business entity selection, bank reconciliation, assistance in purchases, sales, and mergers, and accounting software selection. Our tax services include personal tax planning and preparation, corporate tax preparation, vacation home tax filing, non-residential tax filing, international tax filing, sales and use tax, representation before tax authorities, and tax liability reduction.
Our Team
Our team is led by Winston W. Walters, a trusted and experienced financial advisor with a proven track record of delivering exceptional results. Supported by a team of dedicated professionals, including Diana I. Marquez and Maria R. Dawes, we are committed to providing personalized attention to each client, ensuring that their needs are met with precision and care.
Poor Customer Experience
The reviews highlight a disappointing experience with the tax preparation service. Customers have expressed frustration with the lack of responsiveness from the company.
Unreliable Communication
Rene Lewis's review stands out, sharing their friend's negative experience with the service. Despite submitting taxes before the original deadline, their friend has yet to receive a response, despite making multiple trips and calls.
