Waterman and Associates, CPA

I’ve been using Waterman and Associates to prepare my family’s annual tax returns for several years and have been very pleased with their services.
Rich Waterman and his entire staff have been responsive at all times, well-​organized, accurate and very professional. Rich is extremely well qualified and considered a state and national leader in understanding the unique and oftentimes difficult preparation of federal and state tax returns for LGBT couples.
If you’re looking for high quality and affordable accounting services, look no further than Waterman and Associates.

Always the procrastinator, I filed for extensions on my 1040 and my S-​corp returns. As the final deadline approached, I was in a panic. I scrambled to pull all the records together and fortunately discovered Sarada at Waterman and Associates. She offered to do both returns in a package deal and met with me two times. She is very calming and promised to make the experience «less taxing!» Well, the returns were filed on time and she made me relax about the whole process. I’ll be back next year, Sarada!

With tax season closing in quickly, I needed to find someone that I enjoy working with. As a self-​employed individual, I really appreciate people that are hard working, honest, and forthcoming, especially with taxes. Sarada is great. Sarada is articulate, logical, and provided useful information that’s pertinent to providing me the best tax strategy for my return. 2011 was my first year self-​employed and I truly was dreading tax season. She took a lot off my plate, which allowed me to focus more on growing my business. Highly recommended.

Really? Come on? What? Okay do not read any other reviews except mine not because I am giving 5 Stars and not because I met Rich Waterman thru Evan Low or anything like that.
I will own what I am saying and tell you the truth.
First off, its tax season you are panicking like a baby in a lion’s cage at the Circus.
Secondly, you do not know squat about taxes you just know you pay them because you don’t want to go to jail for tax fraud, evasion, or anything tax related because in jail tax evaders get it in the end.
Thirdly, you may have read my blog and realize that tax season isnt just the first 105 days of the year but a year long opportunity for the Internal Revenue Service to scare the living daylights out of you with a letter, a piece of paper with words typed on it that might as well be from a different planet.
So here is the truth, Rich is honest with you straight up honest you got issues with the IRS well Rich and his team do not infact you might want to say the whole team there has the IRS on a string.
Secondly, you don’t have to worry with Rich he lets you worry if you want to but in all reality do not worry and he will tell you that.
Thirdly, ever put the wrong number in the different box and get a letter from the IRS that makes you crap in your pants?
I did and I went to Rich and I am alive today and not in jail.
Yes, Rich is busy with other duties today but don’t count out his staff of amazing people that don’t wear capes because you know that would clash with their outfits.
The honest price for services, the sincere reassurance everything is going to be ok and hey they got extra toliet paper just in case too.

Rich’s office has moved to
595 Millich Drive
Suite 215
Campbell, CA 95 008
Millich is off of Hamilton near San Tomas. It is across Hamilton from a hotel and Jack in the Box. The building is across from the baseball field (of Rosemary Elementary) on Millich.

These guys are still open. I just had my tazes done yesterday.
My second year doing my taxes with Richard Waterman. Rich helped my partner and I for both our personal taxes, jointly and for my business.
Takes his time to go back and check his work and makes sure you get every penny you deserve. Wonderful service. Real nice guy.
Definitely recommend Rich if you’re looking to file for domestic partners.
Btw Rich is great about answering emails.

I’m not sure why my original review was deleted, but we’ll see if this one sticks.
My partner and I had become domestic partners in 2005, so we went to Sparkman and Waterman to make sure our taxes were done properly. My partner had no problems with his paperwork, but mine seemed to have issues throughout.
To start off, for some reason the IRS would not accept my paperwork electronically. Then we discovered that S&W had transposed two of my SSN digits in my paperwork.
The paperwork had to be completely redone a few weeks later after S&W discovered they had calculated something incorrectly (I owed a couple more thousand than what was originally stated). As I was self-​employed, they also gave me my quarterly estimated payment slips for 2006.
I paid off all of my quarterly payments using their coupons, then discovered that their estimates were wrong, and I underpaid about $ 1500 per quarter. So after paying the back taxes and fines, I thought that was the end of it.
Then while paying my 2007 taxes, I was notified by the IRS during an audit that my 2006 taxes (which S&W prepared) did not include my self-​employment tax. So now I’m currently paying that off with interest.
So to sum it up, I did not have a good experience with S&W and would not recommend them.

I went to Rich Waterman for the first time for 2007 taxes. I was very happy with the service, expedited process in getting my taxes do right and done. I encourage everyone to work with this CPA after many years of looking for the right CPA.

Very friendly, accomodating, and professional tax, accounting, bookkeeping, and financial planning services.
Although I wish I’d received a refund rather than paying taxes, Rich Waterman, (my tax professional) always has helpful bits of advice on how I can reduce the amount of taxes I owe annually.
His REASONABLE fees include any questions/​advice you may need throughout the year. He always answers all emails and returns phone calls promptly – I highly recommend him if you need assistance with your taxes/​financial planning.