About Walton & Stewart


Walton & Stewart, Inc. Certified Public Accountants 7660 Tyler Blvd. Mentor, OH 44060 (440) 269-1900 Tel (440) 269-1133 Fax e-mail: contactus@waltonstewart.com We have the knowledge and commitment to help you use your resources effectively. Having our experienced and dedicated associates to guide you through the various stages of your financial life can make building your financial future much easier. Our associates bring a diverse background of experience and education that provide the strong foundation for our accounting and business related services. We provide the highest quality of technical expertise and professional service, while maintaining a personal and on going interest in your business and its needs. We can assist you with: Tax Planning and Preparation We will prepare all required tax returns and ensure that you are paying the lowest taxes possible. You'll benefit from the fact that we keep up to date on the ever-changing tax laws. Every situation is unique; you'll be advised of changes that affect you and of suggested tax-planning opportunities. Financial and Estate Planning As your financial consultants, we will work with you to increase your personal wealth. Our services include net worth analysis, trusts, family gifting, college funding, retirement planning, and family business transfers. We will plan with you to minimize estate taxes. Estate taxes are no longer a problem that affects only the very wealthy. Considering the value of your home and life insurance, your estate may already be facing a sizable tax! We will serve as coordinator of your estate planning team to help you accomplish your objectives at the least tax cost. Business Management Whether you're starting a new business or seeking to improve your existing business profits, you'll find that our business experience exceeds your expectations. We review your organizational structure to be sure you're operating in the form that is best for your business and tax situation. Improving cash flow, controlling costs, setting prices and credit policies, securing financing - whatever your business needs, we will work with you to find solutions. We can prepare compilation, review, or audited statements according to your needs. And you will have our help in using these statements to increase your business profits. Record keeping and accounting systems can be designed to suit your specific needs. All reports to state and federal agencies, payroll reports, journals, and general ledgers will be prepared accurately and timely as a part of our complete service to you. Investment Review If you are saving for retirement or a child's education, or investing to meet other financial goals, we can help. We will assist you in structuring your investments to achieve the maximum return with no more risk than you want, and we will review your program regularly.
Other Professional Services A good accountant gives you more than a tax return! Among the other services we provide which you might find profitable: Business Sales and Acquisitions Business Valuations Cash Flow Forecasts/Projections Computer Consulting and Training Assistance Employee Benefits Services Estate Planning Inventory Observations Management Advisory Services Payroll and Bookkeeping Services Retirement Planning Tax Planning Professional Concern Today's tax laws are so complicated that unless your financial affairs are extremely simple, chances are you will benefit from at least occasional help from a tax professional. We give your concerns top priority. Your tax, business, and financial matters will get timely, professional attention. And our Code of Ethics assures you that all your information will be kept confidential. Call us to arrange a conference where we can discuss your financial and tax concerns. We will help you determine where you can profit from our assistance.