Matthew Wells
Tax Strategist with The Walters Way | Tax planning should be proactive, intentional, and built to support the life and business you’re working to create
- Role
- Tax Strategist at The Walters Way
- Location
- Phoenix, AZ, US
- LinkedIn followers
- 500 followers
About Matthew Wells
I’m a Tax Strategist with The Walters Way. For over a decade I have helped business owners and high-income individuals make confident, forward-looking tax decisions. I’ve spent my career working across real estate, sports and entertainment, manufacturing, and retail, guiding clients through complex planning challenges that go far beyond compliance.I’ve had the opportunity to work closely with family offices, ownership groups, developers, and professional sports organizations on everything from business structuring and growth planning to mergers, acquisitions, and advanced transaction strategies. What drives me most is aligning tax strategy with the bigger picture—helping clients make decisions today that support where they want to be long term.At the core of my work is a belief that tax planning should create clarity, not stress. I enjoy breaking down complex rules, thinking creatively, and serving as a trusted partner clients can rely on year-round. I value collaboration, transparency, and building relationships that last.Outside of work, family is my priority. I value time with the people closest to me, staying active, and following professional sports. Those same values—discipline, preparation, and long-term thinking—shape how I approach both my work and life.
Experience
Tax Strategist
Feb 2026 — Present
Education
W. P. Carey School of Business – Arizona State University
Master of Taxation
2012 — 2013
Clearwater Christian College
Bachelor of Science (BS), Accounting
2009 — 2012
Skills
- Powerpoint
- Microsoft Excel
- Microsoft Office
- Customer Service
- Teaching
- Tax Preparation
- Accounting
- Research
- Microsoft Word
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