Business Details
40 Years
experience
Expert Accounting & Tax Services in Lakeland, FL
At Wall Titus, we operate with a steadfast commitment to delivering exceptional accounting and financial advisory services. Since our establishment in 1986, we have prioritized client trust through meticulous work, transparency, and a personalized approach to addressing financial challenges. Our team of certified professionals brings decades of combined experience in tax preparation, audit assurance, business consulting, and wealth management. We emphasize credibility by honoring all commitments and tailoring solutions to meet individual client needs. Confidentiality remains paramount, with strict safeguards for all financial and personal information.Our proactive service model ensures clients receive actionable insights and clear explanations of complex financial concepts. Objectivity guides our advice, free from conflicts of interest, supported by rigorous research and honest professional judgment. We serve diverse industries including agribusiness, healthcare, construction, and real estate, maintaining accessibility and diligence in every engagement. This enduring dedication to excellence has earned us long-term relationships with clients who value our integrity and expertise.
Services
Tax Preparation
Tax Planning
Audit & Assurance
Payroll Services
Bookkeeping
Business Consulting
Estate Tax Planning
Succession Planning
Part-time CFO
IRS Issue Resolution
Details
- Year established: 1986
Highlights and features
- We have over 35 years of experience in accounting and financial advisory services.
- Our team includes certified CPAs and financial experts with industry-specific expertise.
- We provide personalized, proactive solutions tailored to individual client needs.
- Our objectivity ensures unbiased advice free from conflicts of interest.
- We serve diverse industries with specialized knowledge in agribusiness, healthcare, and construction.
Services
Tax Preparation
Our tax preparation service ensures accurate and timely filing of federal, state, and local tax returns. We handle individual, corporate, and partnership tax needs while identifying deductions to minimize liabilities. Clients benefit from our expertise in complex tax scenarios and IRS compliance.
Audit & Assurance
We conduct comprehensive audits and assurance engagements to verify financial statement accuracy. Services include compilations, reviews, and full-scope audits required for banking, regulatory compliance, and business partnerships. Our team ensures transparency and adherence to accounting standards.
Business Consulting
Our business consulting service helps clients develop strategic plans for startups, expansions, or operational improvements. We provide cash flow analysis, financial structuring, and tax strategy recommendations to support sustainable growth and informed decision-making.
Estate Tax Planning
We specialize in minimizing estate and gift taxes through customized planning strategies. Services include trust creation, inheritance structuring, and compliance with federal and state regulations to protect client assets for future generations.
Part-time CFO
Our part-time CFO service offers expert financial guidance for businesses needing interim leadership. We assist with budgeting, financial reporting, tax strategies, and operational analysis to improve profitability and financial stability.
People
H. Lee Wall
CPA/PFS, CFP
H. Lee Wall combines CPA, Personal Financial Specialist, and Certified Financial Planner credentials to deliver holistic financial solutions. With decades of experience, he specializes in tax strategy and wealth management for high-net-worth individuals.
Robert L. Titus
CPA
Robert L. Titus brings extensive auditing and assurance expertise to Wall Titus. His focus on financial statement accuracy and regulatory compliance has supported numerous businesses in maintaining transparent accounting practices.
Alicia James
CPA
Alicia James specializes in business tax planning and IRS issue resolution. Her proactive approach helps clients navigate complex tax regulations while minimizing liabilities through strategic compliance measures.
Ira Anderson
CPA
Ira Anderson focuses on succession planning and business formation strategies. He assists entrepreneurs in structuring new ventures and developing transition plans that ensure long-term business sustainability.
Wendy A. Lee
CPA
Wendy A. Lee provides comprehensive accounting services with expertise in payroll management and financial reporting. Her client-centered approach ensures small businesses receive tailored solutions for operational efficiency.
Questions
What accounting services does Wall Titus offer?
We provide tax preparation, audit assurance, bookkeeping, payroll services, and financial statement generation for businesses and individuals.
How does Wall Titus handle complex tax situations?
Our team specializes in navigating complicated tax issues including IRS audits, international tax compliance, and estate tax planning strategies.
Do you serve specific industries?
Yes, we have expertise in agribusiness, healthcare, construction, and real estate accounting needs with tailored financial solutions.
What advisory services are available?
We offer business consulting, succession planning, part-time CFO services, and strategic financial planning for startups and established businesses.
