Areas of Practice

Individual Services

Our goal is simple: to help you grow, protect, and make the most of your financial resources. As your trusted advisors, we're committed to guiding you toward lasting success and profitability.

Our individual services include:

  • Tax preparation and consultation

  • Rental and vacation property tax issues

  • Trust and estate planning

  • High-level financial planning

  • Tax preparation and counseling for registered domestic partners and same-sex married couples

  • Bankruptcy and foreclosure analysis

Tax Services

With deep expertise and years of experience, we identify the best tax and financial opportunities for every client. Whether you're navigating personal tax planning or managing complex business tax issues, we develop clear, effective strategies designed to optimize your tax position and minimize your liabilities. And when it matters most, such as during an IRS audit, our experience dealing with Federal and State agencies means you'll always have knowledgeable, professional representation in your corner.

Our tax services include:

  • Tax preparation and consulting

  • Tax planning for registered domestic partners and same-sex married couples

  • Business management services for partnerships and corporations

  • Retirement, gift, and estate planning

  • Marital separation tax issues

  • Non-qualified incentive stock options, Alternative Minimum Tax (AMT), and retirement and tax planning for companies

Business Services

Today's business landscape is complex. Your advisory team shouldn't be. Waterman and Associates, CPA delivers customized consulting across all the areas that matter most. So, you can focus on running your business while we focus on helping it grow.

Our business services include:

  • Financial accounting systems management

  • Business valuations

  • Profitability analysis

  • Business process management

  • Performance management

  • Compensation management

  • Risk management

Accounting Services

Accurate books aren't just good practice; they're the foundation of every smart business decision. We provide comprehensive accounting and bookkeeping services for businesses at every stage, combining precise record-keeping with proactive financial insight. From your first accounting system setup to long-term tax and investment planning, we make sure your finances are always in order.

Our accounting services include:

  • Professional financial statement preparation

  • Bookkeeping

  • Accounting system setup and support

  • Political campaign financial management

  • Personal financial statements

  • Employee benefit and profit-sharing plans

  • Accounting software selection and implementation