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… Continue reading Heath Walters, CPA, CTC
Jake Meier is a founding partner of Accurate CPAs & Associates PLLC based out of Tampa, FL. He earned both the Bachelor and Master’s in Accounting from the University of Florida. Jake has practiced as a licensed CPA in the state of Florida for over 11 years. Prior to the founding of Accurate CPAs, Jake… Continue reading Jake Meier, CPA
Edgar Guy Woodliff completed undergraduate studies at Guilford University, majoring in Accounting and Business. After graduation, he went on to The University of North Carolina at Charlotte to obtain his Master’s in Accounting. He is currently in the process of taking the exams to become a Certified Public Accountant. Guy, as he prefers to be… Continue reading Edgar Guy Woodliff, MSA
