SUMMER HOURS
As part of our ongoing commitment to work-life balance, our office will be closed on Fridays from May 22nd through August 31st to give our team the opportunity to enjoy the summer season. We remain fully available Monday through Thursday to support your needs with the same high level of service you expect from us. If you have an urgent matter outside of this schedule, please don’t hesitate to leave a message for your Watermark representative, and we’ll do our best to assist you promptly. Thank you for your understanding - we wish you a wonderful summer!
Going beyond traditional accounting
Could Watermark be a fit for you? Let’s have a conversation and find out.
Who We are
The Watermark Group is an accounting and business advisory firm focused on helping family and privately-owned businesses thrive. Our experienced team goes beyond traditional accounting to provide tax, assurance, wealth planning, and ownership transition services. Watermark takes a personalized approach, getting to know each client through the proprietary Legacy Process. This allows us to develop creative solutions tailored to each client's unique needs, goals, and dreams.
In addition to business advisory services, Watermark offers cultural transformation services to help organizations build positive workplace environments. These services include identifying employee strengths and aligning roles through assessments like the Kolbe Index™ and
6 Types of Working Genius. Watermark firmly believes that valuing people and uncovering their full potential drives an organization's success.
What the 2025 Tax Reform Means for You
Big changes are coming. Here's what business owners and individuals need to know.
