Our mission is to help you maximize your potential by providing comprehensive and personalized accounting solutions
Welcome to Waterman & Morgenstern, CPA - a premier CPA firm founded by Amanda Waterman and Braelyn Morgenstern. Both Amanda and Braelyn are passionate about serving the small business community and entrepreneurs, and they formed this firm with the goal of providing top-notch accounting services that are simple and transparent.
With experience in Big 4 Accounting Firms, Amanda and Braelyn offer a wealth of knowledge and expertise in both large and small businesses. They understand the importance of accurate and reliable financial information, and they are dedicated to providing their clients with the tools they need to make informed decisions.
We believe in open and genuine communication with our clients, creating customized solutions that meet the specific needs of each of our clients. We are committed to providing the highest level of service and expertise.
If you're looking for a CPA firm that truly cares about your success and is dedicated to helping you achieve your business goals, look no further than Waterman & Morgenstern, CPA.
Our Services.
Bookkeeping
We provide full service monthly bookkeeping services with CPA oversight. Our services include monthly account reconciliations, financial statement preparation, and QuickBooks assistance. Our team will customize and implement accounting systems tailored to your unique business needs, ensuring that you have accurate financial information to keep your business running smoothly and efficiently.
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Monthly Transaction Input
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Monthly Reconciliation
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Quarterly Report Review
Virtual CFO
Taxes
Our CFO Services team is a full-service accounting and bookkeeping solution for small businesses. We assist business owners in analyzing historical trends and key indicators to evaluate segment profitability and make recommendations regarding cost management and financial decisions. Our team will work with you to provide a customized solution that meets the unique needs of your business.
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CPA on Retainer for Tax Support
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Quarterly Estimated Payments Calculations
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Retirement Plan Contribution Analysis
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Yearly Tax Planning Review
Our firm offers tax preparation and planning for individuals and businesses. Our team of experts will design a customized plan for you, utilizing the latest tax laws and legislation to maximize your benefits. In partnership with Tactix Corporation, we provide professional tax preparation and filing services for state and federal returns. We specialize in serving Individuals, Corporations, Partnerships, LLCs, Trusts and Estates
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Partnership
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S-Corporations
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Corporations
