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Fred Waller, EA, CFP

Fred Waller

Fred Waller, EA, CFP

Owner, Waller Tax Financial Services

I’m Fred Waller, an Enrolled Agent and Certified Financial Planner with over 25 years of experience in helping individuals and small businesses achieve financial success. Over the years, I’ve built trusted relationships with over 850 clients, providing expert tax preparation and financial planning services.

But beyond my professional credentials, I’m a proud family man. I’m husband to Lynette Waller, an Executive at IU13, and a proud father of Cheyanne & Kylee.

When I’m not helping clients navigate the complexities of taxes and finance, you’ll likely find me cheering on my favorite teams—the Super Bowl Champion Eagles, Sixers, and Phillies!

I’m also the author of “The Truth Shall Set You Free: Biblical Truths that Reveal God’s Plan for Financial Freedom,” which reflects my belief that good financial stewardship is rooted in timeless principles