Kyle Walters | Financial Planning

Kyle Walters of L&H CPAs and Advisors

Job title

Partner

Company/organization

L&H CPAs and Advisors

About

Kyle Walters, CFP, CPWA, CIMA, is a partner at L&H CPAs and Advisors in Dallas. He is the author of the book, The Personal CFO. Click here for his recent articles and posts. He has been featured in media sources ranging from The Wall Street Journal and Fox TV and The Dallas Morning News to Wealth Management.com.

Areas of expertise

Practice management

CONTRIBUTED STORIES

AT Think Choosing the scheduled tax season

After my last column about spreading out the tax season, several readers contacted me to share their experiences about making busy season more sane.

July 11

Kyle Walters

L&H CPAs and Advisors
AT Think Video summaries take center stage at tax time

There are just three things clients want to know at tax time, and video summaries can provide the answers.

April 17

Kyle Walters

L&H CPAs and Advisors
AT Think Don't succumb to the forgetting curve this tax season

What if you viewed busy season as an opportunity to make continuous improvement?

February 23

Kyle Walters

L&H CPAs and Advisors