Tax and Accounting Services
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Tax and Accounting Professionals


Don't pay more in taxes than you have to!

We offer a full range of tax planning and tax preparation services for individuals, business owners, trusts and estates.   Our staff consists of CPAs and Enrolled Agents who are accountants with over 20 years of professional experience.

Our clients range from individuals to internet startups, long-time family businesses, successful entrepreneurs, partnerships and established corporations.

We provide solutions for growth, management, and sharing of financial resources. We are advisors and counselors, as well as, accountants, tax preparers and bookkeepers - available to help you to achieve maximum success and profitability.




1855 Hamilton Ave,
Ste 203
San Jose, CA   95125

3001 E.  Tahquitz Canyon Way,
Ste #101
Palm Springs, CA, 92262

Silicon Valley: (408) 265-8400
Palm Springs: (760) 507-1430

Areas of Practice

New Business Structure and planning

We are focused on listening to your needs. Our services are designed to help you succeed.

Companies today face a myriad of complex business challenges. To help navigate through these challenges, Waterman and Associates, CPA consultants provide a comprehensive range of services in the areas of financial management, human resources, operations, risk management, strategy and technology. We offer a customized approach to our services that’s based on your needs — combining in-depth industry knowledge and a longstanding commitment to growing companies.

business and individual tax preparation

 Our tax services range from individuals, business (including LLCs, S-corporations and C-Corporations) and trusts and estates.

We work with owners of vacation rentals, retail establishments and successful business to optimize and plan for your tax issues.

We work with individuals with complex tax issues including AMT, stock options and we specialize in tax issues facing the LGBT community.

Bookkeeping, accounting and report filing requirements

Accounting Services From start-ups to established companies, our clients rely on us to provide accurate and insightful financial information.

Our accounting and bookkeeping services provide accurate record-keeping and reporting, as well as, support on financial issues, such as initial accounting system setup, cost-containment, tax planning, investments, employee benefit and profit-sharing plans.


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.