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Our team prepares the returns for W-2 wages and 1099 income as well as investment activity. We set up an intake list. Then we tie documents to the correct forms. Estimates and withholding are adjusted if your job changes or a bonus hits or you move after a closing.
Reconciliations, month-end close and financial statements are handled on a set cadence. We mark the areas that require extra attention. These Waldorf accounting services keep owners & households fully aligned on what the numbers signify.
We believe the advisory starts with the decision in front of you. Our team models cash flow with tax impact, then lays out next actions to take. Such an approach becomes more useful if a commuter household adds a side business / a local operator expands.
Foreign income, overseas accounts, and cross-border payments can expand layers in the tax return time. We confirm what applies and create a timeline. Our team always requests the correct documents at early phases. If you require a Waldorf tax accountant for complicated filings — the process remains ready from day 1.
When a full audit is not required — limited-scope testing might still address the relevant question. We define the scope. Our team tests the records and documents outputs in a professional way. Specialized audits support boards & grant programs and stakeholder requests.
Our experts review the letters by fully aligning with deadlines. Then we draft our response with the correct backup. In the case a prior return needs fixing, we prepare the amendment and explain the change.
We track the entire rental activity by address. This includes keeping depreciation schedules current, and tagging receipts as they come in. Before a sale, we review basis items and reporting needs linked with such a transaction.
Business returns are prepared with attention to payroll, reimbursements, and owner pay. We review whether an LLC or S-corp structure still fits as profits change. As a Maryland CPA firm, Watter CPA also supports quarterly planning with 360-degree support.
Distinct industries track costs differently. We acknowledge that the costs vary from professional services to restaurant operations. Our reporting is custom-tailored to job costing or utilization or project margins. A certified public accountant in Waldorf can make reporting usable for owners — not just compliant.
We honor the legacy of Ken Watter, who passed away on December 4, 2023. Ken was a highly successful Certified Public Accountant and a dedicated community member in Montgomery County. His commitment to excellence and unwavering dedication to his clients have left an indelible mark on our firm.
Christina specializes in business development and marketing strategies within financial and accounting systems. Christina has worked in the financial field for over 20 years, in Europe, the UK and the US. She has worked for major corporations and ran her own successful U.S. financial services practice. She holds financial licenses from the London School of Banking and various U.S. States. Christina is originally from London and enjoys playing tennis, hiking and the Arts with her son. She speaks Greek as a second language.
Amim Milliken is an analytical and detail-oriented Senior Tax Accountant with extensive experience across individual, business, and corporate tax returns. She currently serves clients at Dimov Tax Associates and JDA TSG, where she prepares and reviews complex tax filings, provides client support, and ensures compliance with evolving tax laws. With a strong background in QuickBooks, payroll, reconciliation, and financial reporting, Amim brings precision and integrity to every engagement. Known for her resourcefulness, clear communication, and client-first approach, she excels in delivering accurate results while maintaining confidentiality and professionalism.
