Edgar Guy Woodliff
CPA, Sr. Tax Strategist/Tax Strategy Architect at The Walters Institute & The Walters Way
About Guy
Guy works with business owners, entrepreneurs, and high-income professionals to help them better understand their financial picture and uncover opportunities to reduce taxes while building long-term wealth. By analyzing prior tax returns, reviewing financial information, and developing customized tax strategies, he helps clients identify solutions that fit their unique circumstances while preserving their lifestyle, maintaining healthy cash flow, and staying within their personal risk tolerance.
As a CPA and Senior Tax Strategist, Guy also conducts due diligence on emerging tax strategies and collaborates with CPAs and financial advisors by providing education, coaching, and guidance on advanced planning solutions. What he enjoys most is seeing the real-life impact thoughtful tax planning can have—whether it’s helping a business expand, allowing a family to remodel their home, take the trip of a lifetime, or simply create greater financial security. Through Hilltop’s partnership with Walters Institute, clients benefit from expanded expertise, diverse perspectives, and collaborative problem-solving to evaluate opportunities that may not be identified from a single point of view.
Outside of work, Guy enjoys spending time with his family, golfing, fishing, and is working toward visiting every Major League Baseball stadium.
✔ Credentials
Areas of Expertise:
- Advanced Tax Planning
- Business Tax Strategy
- Tax Mitigation
- High-Income Tax Planning
- Strategic Wealth Preservation
- CPA & Advisor Education
Education:
- Master’s Degree in Accounting
Certifications:
- Certified Public Accountant (CPA)
Memberships/Affiliations:
- American Institute of Certified Tax Planners (AICTP)
Questions & Answers
What inspires me
Seeing the impact strategic tax planning can have on people’s lives and helping families create opportunities they may not have thought were possible.
A personal motto or philosophy you live by
Present every legitimate planning opportunity, educate the client, and help them choose what’s best for their family. The right answer isn’t always the biggest tax deduction.
Three words that describe you
Knowledgeable. Collaborative. Relationship-driven.
Favorite hobby, sport, or pastime outside of work
Spending time with my family, golfing, and fishing.
Your greatest little indulgence or splurge (under $100)
A round of golf.
Hilltop Wealth & Tax Solutions (“Hilltop Wealth”) works with Walters Accounting Group, LLC, d/b/a The Walters Way and The Walters Institute (“Walters”), a tax advisory firm that assists in creating complementary tax strategy plans for Hilltop Wealth clients. Hilltop Wealth and Walters are separate and independent firms and are not affiliated. Hilltop Wealth professionals strive to put their clients’ interests first and foremost, and clients may utilize tax planning services of their choosing.