Watermark CPA Group

You want to create value through the formation and effective management of a robust business. We work with privately held, owner managed businesses and equity groups to do just that.

We believe the best way to help our clients succeed is to build and maintain strong relationships, and to develop intimate knowledge of their companies, their goals, objectives and the management teams responsible for making it all happen. Through this deep understanding, we apply our advice and solutions as if our clients’ businesses and issues are our own.

The team at Watermark take the time to really get to know their clients.

Assurance Services

Whether required by your banker or owner group, or born out of your management team’s “need to know,” our audit and review assurance services gives you the confidence that your company’s financial reporting is on track. These services allow us to account for your strengths and address any blind spots:

  • Financial Statement Audits, Reviews and Compilations
  • Design, Implementation and Audit of Internal Controls
  • Retirement Plan Audits


Finance Services

When decisions are starting to get serious, the stakes are going up, or you know that you simply need a skilled outside perspective, you can turn to us for support and sound advice that come in the form of:

  • Merger and Acquisition Due Diligence and Post Transaction Integration
  • Financial Forecasts, Projections and Cash Flow Analysis
  • Financial Statements Trends and Benchmarking


Tax Services

Near and dear to our hearts (but probably not yours) are taxes. Believe it or not, we love our tax work. When we can help you pay not a penny more than you have to, we feel great. Our tax services are comprehensive so that you can cover all the bases. You can count on us to deliver the following services:


  • Federal and Multi-State Compliance
  • Business Entity Structuring
  • Merger and Acquisition Due Diligence
  • Tax Accounting Methods
  • Cost Segregation
  • Research and Development Credit Studies
  • Representation Before the IRS and Other Taxing Authorities
  • State and Local Tax
  • Individual, Estate, Gift and Trust Tax Planning and Compliance