Tax and Accounting Services


Tax and Accounting Services for Individuals and Businesses

Areas of Practice


Individual Services

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

These services include:

  • Individual tax preparation and consultation
  • Rental and vacation property issues
  • Trust and estate planning
  • High level financial planning
  • Registered domestic partner and same sex married couple taxes and counseling
  • Bankruptcy and foreclosure analysis

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.

These services include:

  • Professional financial statement preparation
  • Bookkeeping
  • Accounting system setup and support
  • Political Campaign Management
  • Personal financial statements
  • Employee benefit and profit sharing plans
  • Accounting software selection, implementation

Business Services

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.

  These services include:

  • Financial Accounting Systems Management
  • Business Valuations
  • Profitability Analysis
  • Business Process Management
  • Performance Management
  • Compensation Management
  • Risk Management

Tax Services

Our expertise and experience provides optimum tax and financial opportunities. Whether you need individual tax planning or you have complex tax issues with your business, we will guide you through complex tax decisions with strategies that optimize your tax liabilities.

Professional representation can be vital during an IRS audit, and our experience with tax authorities enables us to guide clients in their dealings with Federal and State agencies.

  Our technical tax assistance includes the following areas:

  • Tax preparation and consulting services
  • Registered domestic partners and same sex married couples
  • Business management services for partnerships and corporations
  • Retirement, gift and estate planning
  • Marital separation
  • Non-qualified incentive stock options, Alternative Minimum Tax (AMT), and retirement and tax planning for companies