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Frederick Waller, EA, CFP

Frederick Waller, EA, CFP

Owner, Enrolled Agent

Fred Waller, owner, Enrolled Agent and Certified Financial Planner (CFP®), offers personal service you won't find when you work with discount tax preparers. He works full-time, keeps in touch with clients throughout the year and even offers complimentary seminars on financial topics during the summer months. With over 850 individual and small business clients, Fred Waller has seen his small practice grow during the last few years. His accessible, compassionate nature helps clients feel comfortable right away. He understands that financial decisions can be overwhelming and frustrating for many, so his best asset is listening to his clients' needs before making recommendations.