Firm Profile

At Dan M. Waterman, CPA, we believe in the value of relationships. We view every client relationship like a partnership, and truly believe that our success is a result of your success. We are committed to providing close, personal attention to our clients. We take pride in giving you the assurance that the personal assistance you receive comes from years of advanced training, technical experience and financial acumen.

We provide a variety of services including:

  • Income tax return preparation for all types of businesses, trusts and individuals
  • IRS and State audit representation
  • Payroll check preparation and reporting
  • QuickBooks® setup and support 
  • Business startup services
  • Monthly or quarterly bookkeeping services 
  • Financial statement compilation and review  


Our continual investment of time and resources in professional continuing education, state-of-the-art computer technology and extensive business relationships is indicative of our commitment to excellence.