Empowering Your Financial Future
At Wall Titus, we pride ourselves on being a comprehensive accounting and advisory firm dedicated to providing exceptional service to our clients. With a team of experienced professionals, including certified public accountants, certified financial planners, and other experts, we offer a wide range of services designed to meet the unique needs of small to medium-sized businesses, as well as individuals.
Accounting & Tax Services
Our accounting and tax services are designed to provide our clients with the tools they need to succeed. Our bundled accounting solutions package includes tax preparation, tax planning, audit and assurance services, state and local tax filings, payroll, and bookkeeping. We understand that every business is unique, and our team works closely with clients to develop a customized approach that meets their specific needs.
Tax compliance and planning are crucial in reducing tax liability and maximizing after-tax income. Our team of experts recommends tax strategies and ensures that tax filings are prepared professionally to ensure nothing is overlooked. We also offer auditing and assurance services, providing a report on whether financial statements are fairly stated and free of material misstatements.
Advisory Services
At Wall Titus, we understand that financial planning and strategy are essential to the success of any business. Our advisory services include new business formation, part-time or interim CFO services, succession planning, and business consulting. We help clients financially plan the formation of their venture and create a structure that will support their growth.
Our team of experts provides guidance on creating a strategic business plan, whether it's a startup, venture, or expansion. We also help clients navigate estate tax and planning, minimizing estate taxes, gift and transfer taxes, and providing compliance services to protect their finances.
Wealth Management
At Wall Titus, we believe that wealth management is an essential component of any financial plan. Our team of experts provides guidance on creating a comprehensive financial plan, including investment planning, retirement planning, and estate planning. We help clients manage their assets, provide long-term financial security, and ensure that their wealth is passed down to future generations.
Mergers & Acquisitions
In today's fast-paced and competitive business landscape, mergers and acquisitions can be a key strategy for growing and expanding a business. At Wall Titus, our team of experts has experience in navigating the complex process of mergers and acquisitions, ensuring that our clients achieve their goals while minimizing risks.
About Our Team
At Wall Titus, our team of experts is dedicated to providing exceptional service and expertise to our clients. With a deep understanding of the importance of financial planning and strategy, we are committed to helping our clients achieve their goals and achieve long-term success.
Poor Customer Service Experience
The reviewer, Nancy Strickler, had a disappointing experience with the front desk staff. She called to inquire about a specific situation, but the front desk lady was rude and unhelpful. Instead of assisting her or asking her question to the accountant, the staff member hung up on her, leaving Nancy feeling frustrated and uncared for.
Lack of Professionalism
Nancy's review highlights the unprofessional behavior of the front desk staff, which failed to provide even basic courtesy and respect to a customer. The staff's rudeness and unwillingness to help or escalate the issue to the accountant led to a negative experience.
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