Business Details
40 Years
experience
Trusted Accounting & Tax Services in Lakeland, FL
At Wall Titus, we operate with a steadfast commitment to excellence in accounting and financial services. Established in 1986, our firm has built a reputation for prioritizing client needs through credibility, confidentiality, and objective advice. Our team of professionals delivers meticulous work, offering tailored solutions in tax planning, auditing, and advisory services. We emphasize proactive communication, simplifying complex financial concepts while maintaining strict confidentiality. Our mission centers on fostering trust through transparent, high-quality service and sound research, ensuring clients receive unbiased guidance aligned with their long-term goals. 
Services
Tax Preparation
Wealth Management
Auditing & Assurance
Estate Tax Planning
IRS Issue Resolution
Details
- Year established: 1986
Highlights and features
- We offer over 35 years of experience in accounting and tax services.
- Our team provides personalized, proactive financial guidance tailored to client needs.
- We deliver comprehensive solutions spanning tax, audit, and business advisory services.
- Our expertise extends to specialized industries including healthcare and agribusiness.
- We maintain strict confidentiality and objectivity in all client interactions.
Services
Tax Preparation
Our tax preparation services ensure accurate and timely filing of federal, state, and local tax documents. We specialize in minimizing liabilities through strategic planning while maintaining compliance with evolving regulations. Clients benefit from our expertise in handling complex scenarios, including IRS audits and international tax obligations.
Auditing & Assurance
We conduct comprehensive audits and assurance engagements to verify the accuracy of financial statements. Our services meet requirements for banks, government agencies, and compliance bodies. From 401(k) audits to regulatory filings, we provide clarity on financial health and regulatory adherence.
Wealth Management
Our wealth management solutions focus on long-term financial security through tailored strategies. We assist with estate tax reduction, retirement projections, and asset distribution planning. Services integrate tax-efficient approaches to preserve wealth across generations.
Business Consulting
We guide businesses through formation, succession planning, and operational growth. Our consulting includes cash flow analysis, strategic business plans, and tax-efficient structuring. Clients receive actionable insights to navigate expansion or transition phases effectively.
IRS Issue Resolution
Wall Titus acts as a liaison between clients and the IRS for audits or disputes. We develop resolution strategies to address back taxes, penalties, or compliance concerns. Our goal is to minimize financial exposure while ensuring regulatory compliance.
People
H. Lee Wall
CPA/PFS, CFP
H. Lee Wall combines over 30 years of accounting expertise with certified financial planning credentials. He specializes in tax strategies and wealth management, focusing on client-centric solutions for individuals and businesses.
Robert L. Titus
CPA
Robert Titus brings decades of auditing and assurance experience. He oversees financial statement engagements and compliance services, ensuring accuracy and regulatory adherence for corporate and nonprofit clients.
Alicia James
CPA
Alicia James specializes in tax compliance and planning for high-net-worth individuals. Her work includes estate tax strategies and navigating complex state and federal tax regulations efficiently.
Ira Anderson
CPA
Ira Anderson focuses on business consulting and succession planning. He advises entrepreneurs on financial structuring, exit strategies, and minimizing transition-related tax consequences.
Wendy A. Lee
CPA
Wendy Lee provides expertise in audit services and financial reporting. She works with clients across industries to ensure transparent financial practices and compliance with accounting standards.
Questions
What accounting services does Wall Titus offer?
We provide tax preparation, audit assurance, payroll, bookkeeping, and financial statement services tailored to small businesses and individuals.
How does Wall Titus handle IRS audits?
Our team acts as your representative during IRS audits, developing strategies to resolve issues while minimizing penalties and ensuring compliance.
Do you serve specific industries?
Yes, we specialize in agribusiness, healthcare, construction, and real estate sectors, offering industry-specific tax and advisory solutions.
Can I get help with business succession planning?
Yes, we create succession strategies to ensure smooth transitions, focusing on equitable distribution and minimizing tax consequences.
What sets Wall Titus apart from other firms?
Our client-first approach combines over 35 years of experience with personalized service, ensuring transparent, objective financial guidance.
