Business Details
24 Years
experience
Your Trusted CPA Partner in Tallahassee, FL
Founded in 2002, Watson & Associates is a full-service CPA firm in Tallahassee, FL, dedicated to providing personalized, professional service to every client. Our team of certified public accountants combines decades of experience with ongoing professional education to deliver tailored financial solutions. We prioritize building long-term partnerships, ensuring our clients' success through expert tax planning, IRS representation, and business consulting. Our commitment to cutting-edge technology and extensive industry networks allows us to offer accurate, up-to-date advice. As a family-oriented firm, we extend this philosophy to our clients, treating them as valued partners in our shared journey toward financial success. Our core values emphasize community involvement, innovation, and professional excellence, reflected in our active participation in local organizations and recognition as industry leaders.We specialize in serving individuals, small businesses, and nonprofits, offering customized bookkeeping, accounting systems, and strategic financial frameworks. Our QuickBooks Certified ProAdvisor status ensures clients receive optimal software solutions and training. By maintaining rigorous accreditation standards and prioritizing transparent communication, we establish trust and reliability in every client interaction. Our mission remains focused on enhancing clients' personal and professional success through comprehensive financial expertise.
Services
Tax Planning
IRS Representation
Business Consulting
Nonprofit Accounting
QuickBooks Services
Details
- Year established: 2002
Highlights and features
- We have over 20 years of experience in public accounting and Florida CPA licensure.
- Our team provides personalized, partnership-driven client relationships with dedicated attention.
- QuickBooks Certified ProAdvisor status ensures expert software implementation and training.
- Active community involvement through board memberships and local nonprofit support.
- Mandatory 40+ hours annual continuing education maintains cutting-edge tax expertise.
Associations and certifications
- QuickBooks Certified ProAdvisor
Services
Tax Planning
Our tax planning services help individuals and businesses optimize financial strategies through proactive year-end planning. We analyze asset sales, retirement contributions, and social security planning to minimize tax liabilities. With mandatory 40+ hours of annual continuing education, our CPAs ensure compliance with evolving tax laws while maximizing savings opportunities for clients.
IRS Representation
We provide expert IRS representation for audits, collections, and tax debt resolution. Our team handles installment agreements, offers in compromise, and penalty abatement cases. With extensive experience in federal and state tax matters, we protect clients' interests while ensuring proper procedural compliance during all IRS interactions.
Business Consulting
Our business consulting services cover entity setup, accounting system design, and financial framework development. We offer QuickBooks training, retirement plan advisory, and business continuation planning. By analyzing cash flow and market conditions, we help businesses create sustainable growth strategies tailored to their specific industry needs.
Nonprofit Accounting
We specialize in nonprofit accounting solutions including outsourced controller services, grant compliance, and restricted fund management. Our team provides financial reporting, budget development, and audit preparation services that help nonprofits maximize program funding while maintaining regulatory compliance through proper separation of duties.
QuickBooks Services
As QuickBooks Certified ProAdvisors, we offer software selection, implementation, and training services. Our team customizes accounting systems, performs data cleanup, and provides ongoing support for multiple software versions. These services help businesses streamline financial processes while maintaining accurate, audit-ready records through real-time accounting solutions.
People
Adam Watson
President
Florida CPA since 2005 with over 20 years in public practice. QuickBooks Certified ProAdvisor specializing in client relationship-building. Recognized as FICPA Top 26 under 36 and Golden ACE Award winner. Active community leader serving on multiple local boards.
Jennie Watson
Firm Administrator
Brings 20+ years of professional office administration experience. Manages firm operations while maintaining focus on client service excellence. Coordinates team logistics to ensure efficient delivery of accounting services to all client segments.
Rowan Watson
Staff Accountant
Experienced tax preparer since 2016 with technical expertise in QuickBooks software. Provides direct client support for bookkeeping and tax planning needs while maintaining strong accounting system proficiency for business clients.
Angela Miller
Tax Manager
17+ years public accounting experience with specialization in tax planning and software implementation. Currently pursuing CPA certification while delivering comprehensive accounting solutions to diverse client base through system training and financial analysis.
Michele Lorch
Staff Accountant
Former meteorologist with recent transition to accounting profession. Holds QuickBooks certifications and IRS Annual Filing Season Program completion. Specializes in business returns while providing support for bookkeeping and individual tax clients.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, business process outsourcing, virtual controllership, and collaborative advisory services tailored to small business needs.
How can you help with IRS tax issues?
Our firm represents clients in IRS collections, audits, installment agreements, and penalty abatement cases with proven resolution strategies.
Do you specialize in nonprofit accounting?
Yes, we offer outsourced controller services, grant compliance management, and audit preparation specifically for nonprofit organizations.
Are you QuickBooks certified professionals?
We are official QuickBooks Certified ProAdvisors with expertise in software implementation, training, and system customization.
What tax planning services do you provide?
Our tax planning includes retirement contributions, asset sales strategies, and year-end planning to optimize clients' tax positions.
