We offer a range of tax services, including individual tax preparation, business tax preparation and state tax compliance.
Located in Rockville, MD — Watter CPA supports individual taxpayers and establishments across the US — with a deadline-driven approach. Our team involves seasoned Enrolled Agents as well as CPAs.
With 10,000+ successful e-filed returns inside ProConnect, our clients exchange documentation through a secure portal & can expect a reply within 24 hours on business days. Our services cover 70+ specialties. Such a wide range enables our clients to have tax prep, IRS support, forensic work & crypto reporting and business finance assistance under one roof. Our referral codes have been shared with clients who worked with us starting July 1, 2023 in accordance with the billing email.
A thank-you for trust & referrals.
This is a code you enter during checkout to achieve a discount on Watter CPA services. It also informs us of which client sent you our way.
Once you use a referral code, you receive a bonus parallel to the cost of the service:
The mentioned program remains available for 6 months after buying our services. We also cap our client list in order to establish high work standards. So, our program works only until we reach the max. capacity.
Once your circle leverages the referrals at checkout, you earn a bonus too. We simply send this bonus as a refund to the payment method you used last — in line with the engagement size outlined above.
Referral codes were sent to eligible clients using the billing email linked to prior payments. If you didn’t get one — just let us know and we will fix that.
If you think you have a code but can’t locate it, email george@wattercpa.com. Please indicate the email address you used for payment & roughly when you paid. We will present assistance in tracking it down.
Maryland & US referrals — who can use our programWatter CPA works with Maryland residents as well as out-of-state clients who still require a US filing partner. referrals are generally shared when a taxpayer wants a firm that can cover both federal & Maryland items without bouncing them between providers.
In Maryland, our referral program addresses:
Our referrals are tracked through checkout and the billing email, so the referrer does not need to collect documentation from the new client. Upon the payment, the referral is reviewed and the program terms are applied as demonstrated above. If something does not comply, we reach out by email for full resolution.
After checkout, clients receive a welcome email with next steps. Basically, our new clients are invited to our secure portal to upload files & sign forms as outlined below:
We run our workflows in ProConnect and establish internal checklist processes to lower back-and-forth. On business days, our primary target is to reply within 24 hours.
It should be recognized that we limit new engagements during peak periods in order to ensure the same level of output quality. If we are at full capacity, a referral may need to be used later. For the same reason, we also reserve the right to adjust / decline a bonus linked with duplicate accounts & purchases by the same buyer.
Maryland filing details can vary based on where you live and work. Many referrals come from taxpayers dealing with situations like these:
The Watter CPA Referral Program has a cost-lowering impact — and it further allows us to serve great clients like you. Share your referral with your circle so they get a discount & you get a refund.
Reach out with the form below or email george@wattercpa.com.
Our dedicated team is ready to assist you on your path to financial success.
5 N Adams St,
Rockville, MD 20850, United States
At Watter CPA, we believe that understanding your needs is the first step toward providing exceptional service. Determining the specific service required involves a thorough review of your financial situation, which is only possible with proper documentation and accurate data. This approach helps us deliver tailored solutions that best meet your needs and compliance requirements.
Below, you will find answers to some of the most frequently asked general questions. If you have more specific inquiries or require additional information, please feel free to Contact Us.
