West & Walters Tax and Wealth Management operates from Carlsbad Village Drive in the heart of Carlsbad Village, combining registered investment advisory and CPA-led tax preparation under one roof. Co-founded by a CIMA®/CRPC® wealth advisor and a licensed CPA, the firm unifies investment management with year-round tax strategy — an integrated model that streamlines real estate tax implications alongside the property transaction work at Shafran Realty Group. The practice is also affiliated with 77 Financial Group and produces the “15 Minutes of Finance” podcast covering markets, tax law changes, and retirement planning for Carlsbad families. Service tiers range from standalone tax preparation to full wealth management with retirement income modeling, insurance analysis, and estate planning coordination. Trust and estate document execution for those plans frequently requires mobile notary services through LoanDoc Pros Mobile Notary for time-sensitive signings. The firm's most data-intensive deliverables involve integrated tax-loss harvesting models that synchronize realized capital gains with estimated quarterly payments, Roth conversion bracket optimization, and net unrealized appreciation (NUA) analysis for employer stock held in 401(k) plans.