Watts Advisors Tax Planning

Watts Advisors Tax Planning No annoying tax professional lingo. Just straight, authoritative, and friendly expert advice. Challenging times? We are made for this.

Our founder Gary Watts has been in the financial services industry since 2009, and is a former police lieutenant and Army aviator, all contributing to him being a strong leader. Watts Advisor Tax Planning is motivated by helping people and doing the right thing. Knowing that we have made a positive difference in someone’s life, protecting them and their business, is so rewarding and continual moti

vation. Our clients are our top priority, and we have high standards for the respect and manner in which we treat them. Seeing the importance and the need for quality, ethical advice for individuals and companies, we choose to use our experience in problem-solving and innovation to provide financial planning and investment management.

I’m thrilled to share that I’ve earned my Virtual Family Office (VFO) Certification!What does this mean for my clients?A...
08/31/2026

I’m thrilled to share that I’ve earned my Virtual Family Office (VFO) Certification!
What does this mean for my clients?

As a VFO Certified professional, I now have access to a team of 75+ specialists across key areas, including:

✅ Advanced tax planning
✅ Wealth management
✅ Legal services
✅ Business advisory
✅ Risk mitigation
This certification allows me to provide truly comprehensive, customized solutions tailored to even the most complex financial situations.

Whether it’s…
-Developing personalized strategies to protect and grow your wealth
-Securing your legacy with advanced estate planning and legal solutions
-Overcoming complex business challenges with tailored solutions
I’m better equipped than ever to deliver strategies that go beyond traditional financial planning.

I’m excited to continue providing exceptional value and support to my clients as they work toward their financial goals!

08/22/2026
Honored to have been selected as a VFO Certified Professional. What a great team.
07/21/2026

Honored to have been selected as a VFO Certified Professional. What a great team.

Independence isn't just a date on the calendar; it's woven into our everyday lives. Today, we come together to celebrate...
07/03/2026

Independence isn't just a date on the calendar; it's woven into our everyday lives. Today, we come together to celebrate the nation we love!

What are you up to this Independence Day? Kicking back in the sun and firing up the grill, or diving into festivities with friends and family? Post your plans below!

From my family to yours, here's to a fantastic Independence Day! Isn't it incredible to call America home? God bless the USA!

There's a tax credit sitting in plain sight that most business owners — even sophisticated ones — never claim, and it's ...
07/01/2026

There's a tax credit sitting in plain sight that most business owners — even sophisticated ones — never claim, and it's one of the most valuable dollar-for-dollar credits in the entire tax code: the Research & Development (R&D) Tax Credit.

Bay Area tech and software companies may qualify for the R&D tax credit — and 2025 law changes just made it more valuable. Here's what to know.

Memorial Day is a time to pay tribute to those who made the ultimate sacrifice in service to the United States. They wil...
05/23/2026

Memorial Day is a time to pay tribute to those who made the ultimate sacrifice in service to the United States. They will always be remembered. Wishing you and your loved ones a peaceful Memorial Day holiday.

04/30/2026

Online Influencer's Guide to Building Generational Wealth

When stock prices drop, some investors start asking "shoulda, woulda, coulda” questions about whether to remain invested...
04/15/2026

When stock prices drop, some investors start asking "shoulda, woulda, coulda” questions about whether to remain invested. But as 2025 illustrates, market timing can be very expensive even if it means missing just a few days.

Investors are anxious, and with good reason. The unsettling events in the Middle East are dominating the headlines, whic...
04/10/2026

Investors are anxious, and with good reason. The unsettling events in the Middle East are dominating the headlines, which can put even the most seasoned investor on edge. Will the number of corrections for the S&P 500 increase to 27 this year?

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Walnut Creek, CA
94598

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