About Us

What makes Walburg+Associates, P.C. different than other accounting firms? It's a place where our financial experience is combined with creative, strategic thinking -- that's right; we use both sides of the brain. More than just number-crunchers, we're advisors, predictors, listeners, and thinkers.

The result? The ability to identify problems ahead of time, and propose and implement creative solutions so your business is always booming.

Another difference is our "think tank" approach. You see, although we take pride in the fact that our services are highly personalized (the same person will work face-to-face with you on an individual basis year after year), behind the scenes we believe in working together as a team. After all, two heads (or in our case, many heads) are better than one. That's why we've assembled an excellent team of professionals, each with their own expertise and insight to help you succeed.

Tired of accountants telling you what you can't do? We prefer, instead, to help you realize your personal dreams.

Walburg+Associates Philosophy

While everyone’s dream is uniquely personal, to realize that dream, we understand you need to set and achieve both short and long-tem goals for yourself and your business.

Short-term goals focus on maximizing profits and cash flow, while simultaneously minimizing taxes.

We assist clients with profit maximization via advisory services in the areas of business building, profit enhancement, and cost control strategies. While tax evasion is clearly illegal, several Supreme Court Justices have said that to pay taxes which can be avoided is unwise. Accordingly, our tax team is constantly evaluating tax minimization/avoidance strategies for our clients to lessen their overall tax impact and keep their money in their pockets.

We start by making sure the business entity is using the most tax advantageous method of reporting its income. Then we explore income shifting between entities, family members, and years to reduce overall tax burden.

After making sure an individual has sufficient income for a comfortable current lifestyle, we start working on the longer-term goals of a secure retirement and the efficient passing of wealth to the next generation and/or funding of philanthropic organizations.  A key to both of these long-term goals is making sure we have strategies in place to insulate a client’s accumulated wealth from the grasp of both their own government and from perils of unwarranted litigation.

In addition to our financial services, we understand that most small business owners feel rather isolated. They often need someone they can turn to regularly for advice on all their most important business decisions. We enjoy being this "trusted advisor". We are reliably on your side and always have your interests at heart. Whether it entails a quick telephone call, a longer discussion over lunch, or an all day strategy session, we relish the opportunity to help our clients succeed.