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Contact Us  |  Phone: (805) 569-9487

Connie Porter

EA, Principal

Connie Porter-1

Field of expertise: Trusts and Estates, Partnerships, S-Corps, C-Corps, Financial Statement, Fiduciary Accounting and Income Tax Preparation.

Education: BA in Liberal Studies from UCSB, Enrolled Agent

Connie has been a tremendous asset to Walpole & Co., LLP for nearly 30 years now and is one of the “go-to” people at the firm. Her diverse set of skills have benefited numerous clients. Prior to joining the firm, she served as a staff accountant for Gunterman, Ball, Thompson. In her spare time, Connie enjoys reading, good movies, gardening, ocean kayaking and snorkeling. She loves cats in general but especially her favorite cat, Joey

“Walpole consultants were not only exceptional during our research, but also during the conversion and set up phases of implementation. During this transition period and up to the present, we have found Walpole accessible, responsive and sensitive to our needs. Walpole sold us a great product and most important of all, the service we received was even greater.”
Rob DiEllo (Former Controller)
FRS Company