About Heath Walters, CPA, CTC
Heath Walters is a strategic tax planning specialist who partners with financial advisors to recommend and deliver specialized tax, investment, and legal/estate strategies for their high-net-worth clients. With over 10 years of experience as a CPA and Certified Tax Coach, Heath helps financial planning firms set themselves apart to their ideal clients through coaching and specialized services to complement traditional financial planning. Heath’s proven process for client acquisition has led to many advisors doubling their book of business in as little as 24 months.
Heath has both a Bachelor degree in Accounting and Master of Science in Accounting from Appalachian State University.