Walt can help you:

  • Envision the freedom that living debt free can bring; and
  • Develop a plan to realize a debt-free lifestyle.
  • If you are weary of working hard and having nothing to show for it, call and make an appointment. We can discuss your situation, and begin the plan for your journey to Freedom.

Services Offered

Tax Services

  • Income Tax

    Preparation of all federal, state, and local tax returns.

  • Sales Tax Services

    Preparation and filing of state and local sales tax reports

Accounting Services

  • Bookkeeping/Write-Up

    Using QuickBooks® for general journal and subsidiary ledger maintenance, bank statement reconciliation, and receivables and payables tracking and analysis.

  • Financial Statements

    Preparation of GAAP-compliant financial statements.

About

Walt is a graduate of the United States Military Academy at West Point, NY, where he was a Rhodes Scholar Candidate and finished in the top 5% of his class.

Upon graduation, Walt was commissioned as an officer in the Army Signal Corps. He completed Airborne Paratrooper training at Ft. Benning, GA, and served as a battalion communications officer with the 4th Infantry Division.

Walt has a Master’s Degree in Accounting from the University of Texas – Dallas.

In addition to holding a license as a Certified Public Accountant, Walt is also a Certified Internal Auditor and Certified Information Systems Auditor.

Walt currently works with the Army & Air Force Exchange Service as an Internal Auditor, and teaches the Becker CPA Review.

Member: American Institute of Certified Public Accountants (AICPA) Texas Society of Certified Public Accountants (TSCPA) Institute of Internal Auditors (IIA) Information Systems Audit and Control Association (ISACA)

Recipient: Global War on Terror (GWOT) Civilian Service Medal

Contact Walt