Waterman and Associates, CPA

Keep more of what you've earned

Certified public accountant (show on map)

1.5

★★☆☆☆

2 reviews

Waterman and Associates CPA is a boutique tax and accounting practice providing personalized tax planning and preparation services to individuals and businesses in the Bay Area.

Call (408) 856-6345

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About

Waterman and Associates CPA is a boutique tax and accounting practice that provides personalized advice to individuals and businesses. Whether you are an individual filer, a growing startup, or an established corporation, they offer comprehensive tax planning and preparation services tailored to your needs.

Their team serves clients at every stage from family businesses and partnerships to trusts and estates. They position themselves as advisors first, not just preparers, offering proactive guidance year-round. They serve vacation rental owners, retail businesses, and established companies, and have deep experience with AMT, stock options, and LGBT tax considerations.

Advisors first, not just preparers

Proactive guidance year-round

Deep experience with AMT, stock options, and LGBT tax considerations

QuickBooks ProAdvisor certified bookkeeper on staff

Former city council member and mayor with IRS Taxpayer Advocacy Panel experience

Services

Individual Tax Preparation

Comprehensive tax preparation for individuals including those with complex situations like AMT, stock options, and unique tax considerations.

Individual Tax Preparation Rental and Vacation Property Trust and Estate Planning High Level Financial Planning Registered Domestic Partner Taxes

Business Tax Preparation

Tax services for businesses of all structures including LLCs, S-Corporations, C-Corporations, partnerships, and trusts.

LLC Tax S-Corporation Tax C-Corporation Tax Partnership Tax Trust and Estate Tax

Bookkeeping and Accounting

Professional bookkeeping and accounting services including financial statement preparation, accounting system setup, and cost-containment.

Financial Statement Preparation Bookkeeping Accounting System Setup Cost-Containment Tax Planning

Business Consulting

Consulting services across financial management, HR, operations, risk, strategy, and technology for businesses.

Financial Management HR Consulting Operations Risk Management Strategy Technology

IRS Representation

Professional representation during IRS audits and communications with federal and state tax agencies.

IRS Audit Representation State Tax Agency Representation

New Business Formation and Planning

Expert consulting for new business formation including entity selection and initial tax planning strategy.

Entity Selection Initial Tax Planning Business Structure Analysis

Credentials & Certifications

Certified Public Accountant (CPA)

Enrolled Agent (EA)

QuickBooks ProAdvisor

Reviews

Rating

1.5

★★☆☆☆

Reviews

Frequently Asked Questions

What is the approach of Waterman and Associates CPA? +

They position themselves as advisors first, not just preparers. Their clients get proactive guidance year-round, not just at tax time.

What types of clients does Waterman and Associates serve? +

They serve individuals, families, vacation rental owners, retail businesses, established companies, LLCs, S-Corporations, C-Corporations, trusts, and estates.

What are Rich Waterman's credentials and background? +

Rich Waterman is a CPA who graduated from UCLA in 1983 and has a Master's Degree in Accounting from San Jose State University. He served on the Campbell City Council for two four-year terms and was Mayor in 2014.

What specialized tax experience does Waterman and Associates have? +

They have deep experience navigating AMT, stock options, and unique tax considerations facing the LGBT community.

What is Paul Resnikoff's background? +

Paul Resnikoff is an Enrolled Agent who had a career in high technology before establishing his small business in Campbell. He specializes in tax preparation, representation, and small business consulting with a focus on nonprofits.

Where are Waterman and Associates located? +

They serve the Bay Area with offices in Silicon Valley at (408) 856-6345 and Palm Springs Area at (760) 507-1430.

Do they offer year-round services? +

Yes, they are advisors first and provide proactive guidance year-round, not just during tax season.