Since its establishment in 1993, Coleman & Waters, P.A. has been committed to serving our clients' accounting, tax, and financial planning needs. We are dedicated to providing quality work in an efficient and timely manner for your best benefit. Our staff, at all levels, from CPA to Senior Tax Accountant to Staff Accountant, is experienced in all aspects of tax and accounting. By choosing Coleman & Waters, P.A. to handle your tax and accounting needs, you are assured of receiving the highest level of service from our knowledgeable team.
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We have a staff of Accountants available throughout the year to answer your questions or needs, whenever those needs arise. This is especially valuable for our many business clients who need their questions answered right away, and can't wait if a CPA is out of the office. These employees are very knowledgeable and can answer many of your questions, in addition to assisting with gathering information from you to take advantage of every possible tax break.Jeff has two degrees from the University of Michigan, including an MBA concentrating in accounting and finance.
There are several points you should look for in a good accountant regarding income tax preparation, both business (corporate) and personal. At Coleman & Waters, P.A., this is one of the most obvious ways that our firm can save you money. KNOWLEDGEABLE: A good Accounting Firm will be knowledgeable on all the latest tax rules: There are many, and they are constantly changing.
Please use the following document list as a guide for assembling your personal tax information. Note that the list is not all inclusive, and some items may not pertain to you. However, it is your responsibility to make certain the information provided to us is complete. Year end brokerage statements showing investment transactions for stocks, bonds, etc., as well as the closing (12/31) market value of the portfolio.
Our firm can provide personal financial planning to clients who desire such a service. This includes investments, insurance (both life & health), retirement planning and estate planning. To better serve you, Coleman & Waters, P.A. is associated with local firms that specialize in financial planning.
Reviews (1)
Zulma Castaneda-Medina
Apr 07, 2018
