Business Details
38 Years
experience
Trusted Accounting and Tax Services in Rockville, MD
Watter CPA is a distinguished accounting and advisory firm headquartered in Rockville, Maryland, serving clients across various industries since 1988. Founded by the esteemed Ken Watter, the firm has built a stellar reputation for delivering senior-level tax, bookkeeping, and consulting services tailored to meet each client's unique needs. Under the leadership of George Dimov, CPA, and Alice Welch, CPA, the firm continues to uphold Ken Watter's legacy of excellence and client-focused service. Our team approaches every engagement as an accountable, transparent partnership, prioritizing client growth and success.We take the time to deeply understand operations and objectives, providing informed recommendations that drive measurable impact. With expertise in tax services, audit services, bookkeeping, and advisory solutions, we serve individuals, small businesses, families, and non-profit organizations nationwide. Our commitment to personalized service, combined with technical proficiency, ensures clients receive strategic, compliance-focused support. We pride ourselves on maintaining the highest standards of professionalism and integrity, fostering long-term relationships built on trust and mutual respect.
Services
Tax Preparation
Audit Services
Bookkeeping
Advisory Services
State Tax Compliance
Details
- Year established: 1988
Highlights and features
- We offer decades of experience in accounting and tax services with nationwide expertise.
- Our team provides personalized, client-centric solutions tailored to unique financial needs.
- We serve clients in all 50 states with a focus on compliance and accuracy.
- Our CPAs hold advanced certifications and specialized knowledge in tax law.
- We prioritize transparent communication and proactive financial guidance.
What people say
Extremely knowledgeable
Dedicated professionals
Peace of mind
Significant savings
Highly recommend
Services
Tax Preparation
We offer comprehensive individual and business tax preparation services, ensuring compliance with federal, state, and local regulations. Our team maximizes deductions and credits while minimizing liabilities through strategic planning. Services include equity compensation, capital gains, and inheritance tax management for optimal financial outcomes.
Audit Services
Our audit services provide meticulous financial statement assessments for businesses and non-profits. We ensure regulatory compliance and transparency through peer-reviewed processes, serving clients in all 50 states. Specializations include PCAOB/SEC audits and multi-state tax filing requirements.
Bookkeeping
We maintain accurate bookkeeping systems for businesses of all sizes, including accounts payable/receivable management and financial reporting. Our services ensure organized records for tax season and ongoing financial health analysis.
Advisory Services
Our advisory team provides strategic tax planning and compliance guidance for individuals and businesses. We specialize in entity selection, tax minimization strategies, and expat tax solutions to support long-term financial goals.
State Tax Compliance
We handle multistate tax compliance, including nexus determinations, sales tax filings, and audit representation. Our expertise spans all 50 states, ensuring businesses remain compliant with varying jurisdictional requirements while optimizing tax positions.
People
George Dimov
CPA
George Dimov leads Watter CPA with technical expertise and a forward-thinking approach to accounting services. He maintains the firm's high standards established by founder Ken Watter, focusing on client growth through strategic financial solutions.
Alice Welch
CPA
Alice Welch oversees tax compliance and advisory services with 12 years of progressive leadership experience. She specializes in translating complex financial concepts into actionable business strategies while directing staff development and client initiatives.
Christina Frangou
Director of Operations
Christina Frangou manages business development with 20+ years of financial industry experience across Europe, the UK, and the US. She holds multiple financial licenses and specializes in operational strategy implementation.
Amy Milliken
Senior Tax Accountant
Amy Milliken specializes in complex tax filings for individuals and businesses, combining technical expertise with client-focused communication. She brings precision to compliance work while ensuring confidentiality in all engagements.
Questions
What types of tax planning services do you offer?
We offer individual and business tax planning, estate planning, retirement planning, and entity structure optimization to minimize liabilities.
Can you help with IRS issues or tax problems?
Yes, we provide audit representation, tax lien resolution, payment plan negotiation, and voluntary disclosure assistance for IRS and state tax issues.
Do you prepare out-of-state tax returns?
Yes, we prepare tax returns for all 50 U.S. states and territories as part of our nationwide compliance services.
Can you handle cryptocurrency tax reporting?
Yes, our specialists evaluate crypto holdings to determine optimal reporting strategies for blockchain assets and NFT transactions.
How do you ensure financial data security?
We use encrypted communications, secure cloud storage, and strict access controls to protect client financial information.
What documents are needed for tax preparation?
Common documents include W-2s, 1099 forms, property tax records, business expense documentation, and cryptocurrency transaction records.
