Keep more of what you’ve earned.

Whether you're an individual filer, a growing startup, or an established corporation, we provide comprehensive tax planning and preparation services tailored to your needs. From family businesses and partnerships to trusts and estates, our team serves clients at every stage. As your advisors, accountants, and bookkeepers, we're here to help you grow, manage, and make the most of your financial resources. So, you can focus on what matters most.

Learn more

What we do

From a first business filing to a complex estates, we're advisors first — not just preparers. Our clients get proactive guidance year-round, not just at tax time.

  • Description text goes hereBuilding a business is hard. Having the right team behind you makes all the difference. Waterman and Associates, CPA brings together expert consulting across financial management, HR, operations, risk, strategy, and technology. Customized to fit your business, not the other way around. With deep industry knowledge and a track record of helping companies grow, we're the partner you want in your corner from day one.

  • Description text goes hereWe provide comprehensive tax services for a wide range of clients. From individuals and families to businesses of all structures, including LLCs, S-Corporations, and C-Corporations, as well as trusts and estates. Our team works closely with vacation rental owners, retail businesses, and established companies to optimize your tax position and plan ahead. For individuals with complex situations, we have deep experience navigating AMT, stock options, and the unique tax considerations facing the LGBT community.

  • Description text goes hereAccurate books are the backbone of a healthy business. Whether you're just starting out or running an established company, we provide the reliable record-keeping and financial reporting you need to stay informed and in control. Our services also extend to accounting system setup, cost-containment, tax planning, investments, and employee benefit and profit-sharing plans. Every aspect of your finances is covered.

Let's Chat.

Click Here to contact us about your accounting needs. Please be as detailed as possible. You may also email or call us to make an appointment.