Date Established:
July 31, 2001. Mr. Walton was formerly a partner for 16 years in the accounting firm of Hartman, Walton, Leito & Bolt, LLP. He left that firm, which had grown to include 2 offices and approximately 50 employees, in 2001 to re-establish his own practice.

General Information:
Our firm is proud of its 24 employees. The general mix of employees, by area, is as follows:

• Audit - 3
  
• Tax - 2
  
• Consulting and outsourcing - 16
  
• Administrative and other - 3

Audit services include for-profit and not-for-profit organizations, in numerous industries. Our experience allows us to do "governmental audits". Our audit clients range from small locally owned companies to multi-state and international consolidated groups, some with sales in excess of $100,000,000. We currently perform approximately 30 audits.

We process in excess of 750 Federal and state tax returns annually. For individuals, the returns range from simple Form 1040's to returns for taxpayers with assets in excess of $300,000,000. Business returns encompass all areas and types, including international filings.

Firm Priorities:
Client retention through reasonable fees and superior attention to details and deadlines, while always being responsive to the needs of the client.

Remaining current on trends, changes and pronouncements in the areas of auditing and tax.

Providing staff with a comfortable and professional work environment, so the work experience can be enjoyed as much as possible.