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WALTERS & ASSOCIATES CPAs
Looking for True Relationship-Based Accounting?
Walters & Associates, CPA's is a full-service accounting firm with offices in Bradenton, FL and Sarasota, FL serving clients nationwide.
"We Believe In Being The Firm Coveted By Clients In the Markets We Serve And Employees Aspire to Work For" - Doug Walters
Accounting & Payroll
With over 25 years experience with a focus on technology, we can provide Accounting and Payroll services anywhere in the United States. We currently service clients in 32 States.
Time is money & knowledge is power. Let us put your bookkeeping on autopilot to ensure that you always have plenty of both.
Tax Planning & Preparation
Need help with your tax planning, tax compliance, and tax resolution needs? Be confident your taxes are done right and get every dollar you deserve!
Hospice CAP Reporting
We have a 100% Success Rate on the Self-Determined CAP Liability Report Preparation. That gives you comfort to know your report is filed timely and accurately
401(k) & Pension Audits
Affordable 5-Star Audit Services
Hiring a firm with our experience auditing ERISA plans gives you peace of mind while our approach makes your job easy.
Healthcare Cost Reporting
Our Firm prepares Medicare and Medicaid cost reporting services in most States for Skilled Nursing Facilities, Home Health Agencies, Hospices, Federally Qualified Health Centers, Rural Health Clinics, Community Mental Health Facilities, and Group Homes.
Audit & Assurance
Are you looking to for Audit and Assurance Services? We can help!
Audit, Review, Compilation, Examination, and Agreed Upon Procedures for Not-For-Profits, Governmental, and For-Profits
AHCA Financial Projections
Walters & Associates, CPAs has prepared approximately 500 financial projections for the Agency for Healthcare Administration (AHCA).
Not one denial!
Call Us Today For Smarter, More Practical Tax Solutions!
See why we’re one of the highest rated tax professionals
in the Bradenton & Sarasota area
Walters and Associates is a great Team to work with. Their communication with my company is fantastic, I feel like they are right down the hall. Everyone is very accessible, knowledgeable and friendly.
As a retired Marine I have used many CPAs during my time served and I can say without a doubt that Doug and his team are hands down the finest and most professional CPA team I have ever worked with! My situation is a complex one and requires significant time to get right. Each year Doug and his team work tirelessly to ensure my returns are accurate and concise.
A More Meaningful
Accounting is about far more than crunching numbers or balancing books. Our experts give you a clear picture of your overall financial health to simplify planning, plus customized reports packed with real strategic insights. With Walters & Associates, CPA's on your side, your finances will never be left in the dark again.
Case Study - The Pitfalls of Clinging to
A recent US survey showed that 31% of small businesses still keep track of their books on Excel spreadsheets. However, this reporting method was almost four times more prone to human error and potential tax problems down the road. The number one reason given for sticking to these methods was the cost of hiring an accountant.
Interestingly enough, the study also found that companies spent up to 55% more in labor keeping their own books. Switching to 21st century bookkeeping and payroll offered an average savings of 24% while saving employees almost ten man hours per week.
We Believe Who You Know Matters
DOUGLAS C. WALTERSDouglas C. Walters is a Founding Partner of Walters & Associates, CPAs. He has more than twenty-five years of public accounting experience. Prior to founding Walters & Associates, CPAs, Mr. Walters had a diverse accounting career in the healthcare sector. This experience included working as a Supervisor of a regional firm with a 100% healthcare client base, working a Manager for a “Big Four” accounting firm within the healthcare division, and serving as Director of Internal Audit and Corporate Compliance for a large hospital system. Mr. Walters’ current practice focuses on serving clients from the health care and not-for-profit industries.
KEITH A. PITTENGERKeith offers more than 30 years of professional experience in delivering tax and audit services to clients within Sarasota and its surrounding communities. He is also an attorney and member of the Florida Bar. Mr. Pittenger’s clients are in areas of health care, real estate, construction, charitable and not-for-profit activities, banking, retail, agribusiness and manufacturing.
MAUREEN PINGREEMaureen joined Walters & Associates CPAs in 2018, formerly Bobbitt, Pittenger & Company, P.A. in 2004, advancing steadily within the firm from audit staff to audit partner. Maureen is responsible for audits, reviews, and compilations for a wide range of clientele including financial institutions, not-for-profit organizations, healthcare organizations, construction contractors, and employee benefit plans. She also conducts and oversees federal and Florida single audits under the Uniform Guidance and the Florida Single Audit Act. Maureen holds a Bachelor of Science in Accounting from University of Central Florida. Maureen is a member of the American Institute of Certified Public Accountants (AICPA) and the Florida Institute of Certified Public Accountants (FICPA).
KATHLEEN A. MccoyKathleen joined Walters & Associates CPAs in 2018, formerly Bobbitt, Pittenger & Co. since 1992 and is the tax manager of the Sarasota location. She has over twenty years of accounting and tax experience including eleven years in corporate accounting at a large public corporation. She has served clients in all aspects of business including not-for-profit, health care, construction, farming, real estate, homeowner and condominium associations, fiduciary, retail and manufacturing. She has provided tax consultation, management advisory services, budgeting, financial planning preparation and review, and staff supervision for public, private and not-for-profit entities.
lana mahorivskyyLana joined Walters & Associates CPAs in 2018, formerly Bobbitt, Pittenger & Co. since 2015. She has thirteen years of experience in public accounting. She has served clients in different aspects of business including not-for-profit, construction, real estate, home owner and condominium associations. As an enrolled agent she has experience in communication with the Internal Revenue Service and Florida Department of Revenue regarding tax audits and other tax matters. She holds a BS in Accounting from University of South Florida. Lana speaks three languages, English, Ukrainian and Russian.
Nicole whitfordNicol joined Walters & Associates in 2018. Her primary areas of focus are Medicare and Medicaid cost reporting, proof of financial ability preparation, rate setting and other reimbursement services. Nicol has an extensive reimbursement background in the health care industry originating back to 2001. Prior to joining Walters & Associates CPAs, Nicol worked as a supervisor/consultant of a local CPA firm where she prepared hospice, home health agency, assisted living, skilled nursing facility, continuing care retirement community, and intermediate care facility Medicare and Medicaid cost reports and assisted in resource utilization group analysis and other reimbursement issues. Nicol currently holds a Bachelor of Science Degree and fifth year in Accounting from the University of South Florida.
Lorraine joined Walters & Associates in 2019. Prior to joining the firm, Lorraine worked with several CPA firms in the Bradenton/Sarasota area, and was the Executive Director and CFO of a
Non-Profit Agency providing services to over 65 persons with developmental disabilities in the Suncoast Region. Lorraine owned her own CPA Firm in North Redington Shores, Florida for several years and also was a Partner in another CPA firm in St Petersburg, Florida. Lorraine holds a Bachelor of Science Degree in Accounting from the University of South Florida, and a Certified Public Accountant designation in the State of Florida.
danielle cookDanielle joined Walters & Associates CPAs in 2016 and was promoted to Accounting and Tax Manager in 2018. Prior to relocating to Florida and joining the firm and over the course of her 25-year career, Danielle worked for several large financial institutions in a variety of roles, most recently Vice President of Client Relations and Finance, Private Equity. Prior roles included Internal Audit, Corporate Accounting and Comptrollership in banking. Danielle holds a Bachelor of Science Degree in Accounting from University of Massachusetts and a Master of Business Administration from Bryant University.
nancy mcleanNancy joined Walters & Associates CPAs in 2014 and is currently the Office Manager at the Bradenton location. She has previous experience in Human Resources, Employee Benefits, Client Relations, and she is a Florida Notary Public. She holds a bachelor’s degree from Old Dominion University.
tracy laperaTracy joined Walters & Associates CPAs in 2018, formerly Bobbitt, Pittenger & Company, P.A. and is the Office Manager of the Sarasota location. She maintains account payable, accounts receivable, monthly billing, processing tax returns, and financial statements, and assists with clients’ and employees’ requests. Tracy brings 23 years of experience. She attended College of Southern Maryland where her studies focused
linda mckayLinda joined Walters & Associates CPAs in August 2015. She brings over 25 years of tax and accounting experience. Linda prepares monthly accounting, payroll, and tax returns. She has been an Enrolled Agent since 1996.
alexandra mitchellAlexandra joined Walters & Associates CPAs in 2018, formerly Bobbitt Pittenger & Company, P.A in 2017. Alexandra performs auditing services for a variety of clientele including, financial institutions, not-for-profit organizations, healthcare organizations, construction contractors, employee benefit plans, homeowners’ associations, reviews, and compilations. Prior to joining Walters & Associates CPAs, Alexandra worked for firm in Southern California, where she specialized in tax preparation services. Alexandra holds a Master of Professional Accountancy from the University of West Florida.
amber demamanAmber joined Walters & Associates CPAs in 2018, formerly Bobbitt Pittenger & Company, P.A. in 2017 and is the Office Administrative Assistant. She assists cliental and staff with a can-do attitude by providing exceptional service for many projects. Prior to joining the firm Amber worked for an attorney specializing in auto accident cases, as the Case Manager Assistant. She currently attends State College of Florida she is pursuing her Bachelors of Science in Technology Management. She is a Florida Notary Public.
Tammy turnerTammy Turner joined Walters & Associates CPAs in 2017 in the Bradenton location. Tammy brings 21 years of Accounting Firm experience which includes Office Management and Bookkeeping. She has prepared Medicare Cost Reporting for over 10 years and serves a variety of healthcare clients.
JEFFREY KURTZJeffrey joined Walters & Associates CPAs in 2019 as a staff accountant preparing personal and corporate tax returns, financial statements, and other consulting projects. Before working in public accounting, Jeffrey worked for a mid-sized corporation with responsibilities in general ledger accounting. Jeffrey obtained his CPA license in October 2018 and also holds a bachelor's degree in accounting from the University of South Florida and master’s in accounting from Grand Canyon University.
To be the firm coveted by clients in the markets we serve and employees aspire to work for.
To exceed client expectations by providing exceptional accounting services, recruiting the best personnel, and incorporating state-of-the-art technology.
We are very responsive to clients and do so with a friendly attitude. We are professional, courteous, and respectful. We find solutions for our clients.
We work to help each other. We share knowledge, express concerns only to those responsible for dealing with them, and do not place blame. We strive for continuous improvement.
We are lifelong students. We learn from each other and through continuing education. While we hire knowledgeable and educated staff, we place great value in teaching and creating opportunities for further development.
We always do the right thing even when there is great pressure to do otherwise.We understand that integrity is the hallmark of who we are. We keep our promises.
We are forward thinking, looking for new processes to better serve the client. We do not only adapt to changes; we understand that change creates opportunity. We support an open exchange of ideas.
Myth-Filing for Tax Extensions
Increases Audit Chances
Does the IRS become suspicious when you ask for more time to file your taxes? Absolutely not. Businesses have hundreds of legitimate reasons why they can’t meet the April 15th deadline. Filing for an extension shows that employers are committed to filing their taxes accurately, which actually decreases the chances of an audit.
The truth is that over 10 million businesses and taxpayers are granted six-month filing extensions every year. This actually helps the IRS during the peak season and there is absolutely no evidence of late filers being audited more often.
This myth is 100% busted.
Frequently Asked Questions
What are the advantages of having
An accounting firm gives you a specialist that’s always current on the latest tax laws and codes. You also have peace of mind that your books are accurate and up to date, plus access to reports that help make better decisions.
How detailed do my business records
have to be?
Your business should keep documentation of every transaction- from daily sales to payroll to all company purchases. These records are vital for filing your taxes and having a solid understanding of your overall financial health.
What are some signs that I need
Think about the time your employees spend like bookkeeping, taxes, and payroll. Are those tasks slowing new revenue? Also, do you need help with tax strategy? If you answered yes to either question, an account would help.
See Why Our Clients Rave About Our Accounting Services
Great people to work with.
Contact us at the number below or fill out the form for a free consultation.
Call Us: (941) 756-0700 to schedule your free consultation
Email Us: email@example.com
5266 Office Park Blvd., Suite. #204 Bradenton, FL 34203
3277 Fruitville Road, Building E, Sarasota, FL 34237
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