Business Details
24 Years
experience
Your Trusted CPA Partner in Tallahassee, FL
Founded in 2002, Watson & Associates has established itself as a trusted partner for individuals, small businesses, and nonprofit organizations seeking comprehensive accounting solutions. Our team of certified professionals brings decades of combined experience in tax planning, IRS representation, and business consulting, prioritizing personalized service and long-term client relationships. We invest heavily in continuing education, maintaining cutting-edge technology, and fostering industry connections to deliver accurate, forward-thinking financial guidance. Rooted in Tallahassee, Florida, our firm serves clients globally while upholding core values of family, innovation, and community service. We specialize in navigating complex tax regulations, designing customized accounting systems, and providing strategic advisory services tailored to each client's unique needs.Our commitment extends beyond technical expertisewe strive to understand the broader implications of financial decisions, helping clients achieve both personal and professional goals. With a focus on transparency and ethical practices, we ensure clients receive actionable insights that drive measurable outcomes. Our track record includes guiding entrepreneurs from startup phases to successful transitions across generations. Through free initial consultations, we tailor our services to address specific challenges, whether in tax optimization, audit resolution, or financial framework development. This dedication to partnership and excellence has solidified our reputation as a reliable, client-centric CPA firm.
Services
Tax Planning
IRS Representation
Business Consulting
Bookkeeping
Nonprofit Accounting
QuickBooks Support
Details
- Year established: 2002
Highlights and features
- We offer 20+ years of experience in tax and accounting services.
- Our team includes QuickBooks Certified ProAdvisors with specialized software expertise.
- We provide personalized IRS representation and audit resolution strategies.
- We maintain 40+ hours of annual continuing education per CPA for up-to-date compliance knowledge.
- Our firm combines technical expertise with community-focused service values.
Services
Tax Planning
Our tax planning services combine regulatory expertise with personalized strategies to minimize liabilities. We analyze individual and business financial situations to implement year-round planning techniques that optimize deductions, manage income timing, and ensure compliance with evolving tax codes. Our CPAs provide actionable recommendations for retirement contributions, asset sales, and business structure optimization.
IRS Representation
We provide expert IRS representation for audit resolution and tax dispute cases. Our team handles collection negotiations, installment agreements, and penalty abatement requests while ensuring proper procedural compliance. With extensive experience in federal and state tax matters, we develop strategic solutions for complex IRS issues including offers in compromise and innocent spouse relief.
Business Consulting
Our business consulting services focus on financial framework development and operational optimization. We assist with accounting system design, QuickBooks implementation, retirement plan selection, and budget analysis. Our consultants provide strategic guidance for business lifecycle planning, including succession strategies and financial modeling for growth initiatives.
Bookkeeping
We offer comprehensive bookkeeping solutions ranging from monthly reconciliations to full outsourced accounting departments. Our services include accounts payable/receivable management, financial reporting, payroll processing, and cash flow analysis. We provide scalable solutions from basic bookkeeping to virtual controllership services with real-time financial oversight.
Nonprofit Accounting
Our nonprofit accounting services address unique compliance requirements and resource optimization challenges. We provide fund accounting, grant management, restricted fund tracking, and audit preparation services. Our team specializes in implementing internal controls, preparing compliance reports, and offering strategic financial guidance for nonprofit organizations and associations.
People
Adam Watson
President
Florida CPA since 2005 with 20+ years public practice experience. QuickBooks Certified ProAdvisor specializing in client relationship-building and business consulting. Active community leader serving on multiple local boards.
Angela Miller
Tax Manager
17+ years public accounting experience with expertise in tax planning and software systems. Currently pursuing CPA certification. Former Springtime Tallahassee board member with strong client training capabilities.
Rowan Watson
Staff Accountant
Staff accountant since 2016 with A.S. in Computer Programming. Specializes in tax preparation and QuickBooks support for business clients. Combines technical skills with accounting expertise.
Michele Lorch
Staff Accountant
Former meteorologist turned accountant with QuickBooks certifications and IRS Annual Filing Season Program completion. Specializes in business returns and bookkeeping services since 2024.
Jennie Watson
Firm Administrator
20+ years firm administration experience. Joined in 2019 with focus on client service and operational management. Married to Adam Watson with three children.
Questions
What accounting services do you offer for small businesses?
We provide tax planning, bookkeeping, business consulting, and virtual CFO services tailored to small business needs.
Can you help with IRS audit representation?
Yes, we offer comprehensive IRS representation including audit resolution and collection negotiation services.
Do you work with nonprofit organizations?
Yes, we specialize in nonprofit accounting, including grant compliance and outsourced controller services.
Are your CPAs certified in accounting software?
Our team includes QuickBooks Certified ProAdvisors with expertise in multiple software versions.
How do you handle business tax planning?
We offer year-round tax planning strategies to optimize deductions and minimize liabilities for businesses.
Can I get a free initial consultation?
Yes, we provide free initial consultations to assess your specific accounting and tax needs.
