Who We Are   Wall Foss Financial, LLC is a full-service accounting firm located in Lakeland, Florida. We are advisors, as well as technical experts, in the areas of taxes, accounting and finance and have been making a difference in our clients' lives since our doors opened in 1986.   Wall Foss Advisors, Inc., a related company, is dedicated to making your investment planning process manageable and understandable. To learn more please click on the "Wall Foss Advisors" on the navigation pane to the left.   Our History   In 1986, Lee Wall founded a certified accounting firm. He created it with a vision of providing coordinated accounting, tax and financial planning services. The firm experienced steady growth during its early years, servicing a wide range of closely held businesses and individual clients. This growth led to an expansion and in 1992 Chuck Foss joined the firm. Over the next few years, Lee extended his area of expertise by becoming a Certified Financial Planner and a Personal Financial Specialist. This was consistent with his original vision for the firm, because it added wealth management services. This put the firm in a position to offer the full range of financial services needed by our clients. Meanwhile, Chuck became a Certified Valuation Analyst, allowing the firm to offer litigation support and business valuation services. The firm continued its steady growth by adding quality staff that shared the same vision. In 1999, Bob Titus joined the firm and brought with him an extensive knowledge of tax. In addition to heading up the tax compliance for the firm, Bob also provides profit sharing administration.  From our humble beginnings in 1986, we feel we have grown into a firm of well- qualified professionals dedicated to providing a full range of services our clients require to reach their financial goals.     Business Principles   Over the years, Wall Foss has earned a reputation for excellence by building our skills and expertise, delivering quality work, and living by our commitment to a set of core values that define the way we serve our clients.   Credibility To be worthy of our clients' trust and respect, we will follow through on all our commitments. We will demonstrate our sincere interest in our clients by getting to know them and responding appropriately to their needs.   Confidentiality At all times, we will maintain complete confidentiality regarding the financial, business and personal affairs of each client.   Service Because we care about our clients, their businesses and their futures, we will be proactive in offering them meaningful information and advice. We will explain complex concepts in easy-to-understand language. And we will always be accessible to our clients and meticulous in our work.   Objectivity We will provide unbiased advice and information. To this end, we will avoid all conflicts of interest and be scrupulous in our pursuit of the facts. And we will express our honest opinion in every situation. At Wall Foss, we recognize that everything we do has a direct and lasting impact on our clients' financial situations. That's why we built our firm on a standard of excellence that can be expressed in a single sentence: We will always work in our clients' best interests. Just ask them. They'll tell you that we've made a difference in their lives and their businesses, rewarding their trust with meticulous work and straight talk. At Wall Foss Financial, our vision has always extended beyond the numbers. Since our doors opened in 1986, we've been dedicated to helping our clients identify and respond to a range of business and financial challenges. And we've built a team of professionals that's truly unique. Before we invite someone to join our team, we look, first and foremost, for character and personal integrity. Then we look for passion, a passion for providing exceptional client service. So our people have a whole lot more to offer our clients in addition to their specialized training in such areas as finance, accounting, taxes, financial planning and investing.   What about you?  The management of your financial affairs may be a challenge, even at the best of times. After all, you have a business to run, a life to lead and a family to raise. But you know that avoiding or postponing your financial decision-making will have dramatic and sometimes unpleasant consequences. So you turn to a variety of advisors to assist you, each managing a different element of your financial affairs. Now you face a different challenge. Each advisor has one piece of the puzzle, and you must fit all the pieces together to get a clear picture of your financial life. This approach is confusing, at best, and risky, at worst. Remember, it's your life, your business and your future. Don't risk them on piecemeal solutions. You have another choice. At Wall Foss, we specialize in integrated financial solutions. In our experience, no approach is better suited to dealing with the complexity of your financial life. And none is more likely to give you peace of mind that you are on the right track. Even if you choose to receive from us only one of our many services, you will have a team of professionals at your command that understands the interrelationships between the different financial elements of your life or business. We look at your entire financial picture so we can most effectively serve your best interests, and keep you from making mistakes.     Our Staff