Business Details
24 Years
experience
Your Trusted CPA Partner in Tallahassee, FL
Watson & Associates, PA, Certified Public Accountants is a full-service CPA firm established in 2002, dedicated to providing personalized, professional service to clients in Tallahassee, FL. Our team prioritizes close, client-focused relationships, treating each client partnership as integral to our mutual success. We invest in ongoing professional education, cutting-edge technology, and extensive business networks to deliver tailored financial solutions. Our mission centers on enhancing client success through expertise in tax planning, preparation, and consulting, supported by core values of family, community, and innovation. We serve individuals, small businesses, nonprofits, and local governments, offering services ranging from IRS representation to virtual CFO advisory.Our commitment to accessibility and inclusivity ensures all clients receive equitable, high-quality support. With decades of combined experience, we combine technical proficiency with a deep understanding of local market needs. Our team actively contributes to community organizations, reflecting our belief that client and community success are intertwined. We specialize in QuickBooks integration, business process outsourcing, and nonprofit accounting, addressing diverse financial challenges with precision. By maintaining certifications like QuickBooks ProAdvisor and adhering to rigorous state and national standards, we uphold our reputation as a trusted, forward-thinking accounting partner.
Services
Tax Planning
IRS Representation
Business Consulting
Nonprofit Accounting
QuickBooks ProAdvisor
Details
- Year established: 2002
Highlights and features
- We offer over 20 years of combined experience in tax and accounting services.
- Our team provides personalized QuickBooks integration and training solutions.
- We maintain annual QuickBooks ProAdvisor certification for software expertise.
- Our community involvement ensures deep local market understanding.
- We invest in 40+ hours of annual continuing education per CPA.
Associations and certifications
- QuickBooks ProAdvisor
Services
Tax Planning
Our tax planning services help individuals and businesses minimize liabilities through strategic asset sales, retirement contributions, and social security planning. We leverage 40+ hours of annual continuing education to provide up-to-date advice tailored to your unique financial situation. By analyzing your specific needs, we create customized strategies that maximize savings while ensuring compliance with evolving tax regulations.
IRS Representation
We advocate for clients during IRS audits, collections, and appeals, handling negotiations to resolve issues like levies, installment agreements, and penalty abatement. Our team's experience with federal and state tax authorities ensures proper procedural adherence while seeking efficient resolutions. We represent clients in matters ranging from nuisance letters to complex department of revenue audits.
Business Consulting
Our consulting services guide businesses through setup, financial framework development, and retirement plan selection. We provide QuickBooks training, accounting system design, and cash flow analysis to support growth. From startup compliance to succession planning, we offer tailored advice to help businesses build sustainable financial structures and operational efficiencies.
Nonprofit Accounting
We specialize in outsourced accounting for nonprofits, including grant compliance, fund accounting, and audit preparation. Our services address unique challenges like restricted fund management and board reporting. By implementing fraud controls and separation of duties, we help organizations maximize program funding while maintaining regulatory compliance.
QuickBooks ProAdvisor
As certified ProAdvisors, we optimize QuickBooks for businesses through system setup, data cleanup, and real-time financial analysis. Our expertise spans multiple software versions, enabling customized solutions for bookkeeping, payroll, and reporting. We train clients to use features efficiently while providing ongoing support to enhance accounting productivity.
People
Adam Watson
President
Adam Watson, a Florida CPA since 2005, leads Watson & Associates with over 20 years in public practice. He specializes in client relationships, QuickBooks integration, and community leadership, serving on multiple local boards. Recognized as FICPA Top 26 under 36, he focuses on personalized tax and business consulting.
Jennie Watson
Firm Administrator
Jennie Watson brings 20+ years of firm administration experience, managing operations since 2019. Her background in customer service and family-owned business operations supports the firm's client-centric approach. She coordinates team logistics while balancing family life with three children.
Angela Miller
Tax Manager
Angela Miller, with 17 years in public accounting, specializes in tax planning and QuickBooks systems. Currently pursuing CPA certification, she assists clients with return preparation and accounting software optimization. Her experience includes nonprofit financial training and community board service.
Rowan Watson
Staff Accountant
Rowan Watson, a staff accountant since 2016, focuses on tax preparation and QuickBooks support. He graduated with an A.S. in Computer Programming and works with businesses on outsourced bookkeeping. His technical background enhances software integration solutions for clients.
Michele Lorch
Staff Accountant
Michele Lorch transitioned from meteorology to accounting, earning QuickBooks certifications and IRS filing credentials. She specializes in business returns and bookkeeping, combining analytical skills with client-focused service. Her background includes board leadership in educational organizations.
Questions
What tax planning services do you offer?
We provide year-end tax planning for asset sales, retirement contributions, and social security strategies tailored to individual and business needs.
Can you help with IRS audit representation?
Yes, we represent clients during IRS audits, collections, and appeals, ensuring proper procedures while negotiating efficient resolutions.
Do you specialize in nonprofit accounting?
Yes, we offer outsourced accounting for nonprofits, including grant compliance, fund accounting, and audit preparation services.
Are you QuickBooks certified?
We are QuickBooks ProAdvisors, providing software setup, training, and optimization for business accounting needs.
What business consulting services are available?
We assist with accounting system design, cash flow analysis, retirement plans, and financial framework development for businesses.
Reviews (5)
Matt Johnson
May 29, 2022
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We trust Watson & Associates with our taxes every year. They are a local business with a family feel and most importantly they take care of clients. We know the utmost care will be taken preparing our filing, and the final number will be honest and accurate. You will not find a better accounting firm in Tallahassee.
Lena Duplechin Seymour
Sep 06, 2021
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Spent almost $300 for this team to not only royally mess up my taxes, but they also ignored things I asked them about in my initial email and repeatedly asked about. This resulted in them botching my taxes enough that I owed money when I shouldn't then demanded I give them power of attorney to set it right and that they would start charging me billable hours for their mistake. I called the IRS and got it sorted in just 2 hours of phone calls, which was annoying, but not worth what Watson & Associates were trying to pull. My entire family has used this business for almost 20 years when this practice was opened by Adam's aunt Jackie. In my opinion, her retirement was the end of treating customers well.
Barby M. Moro
Aug 19, 2021
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I've used Watson & Associates for years because of Adam Watson's attention to deal, open communication, and ability to resolve complicated situations. I had my identity stolen which made dealing with the IRS difficult. I signed a form granting them permission to advocate/communicate on my behalf and Adam got everything worked out for me. It was a huge relief! I've shared my love for this company with everyone who needs a recommendation and can proudly state he has done wonders for personal and professional friends of mine.
I not only trust him to assist us with our business financials and taxes but our personal ones as well. The thing that I love the most about Watson & Associates - beyond providing exceptional service at incredibly fair rates - is how much they pour into the community through sponsorships and donations. I know this sounds like a paid advertisement, but I'm just a happy client. With Adam and his team, you simply can't go wrong!
I not only trust him to assist us with our business financials and taxes but our personal ones as well. The thing that I love the most about Watson & Associates - beyond providing exceptional service at incredibly fair rates - is how much they pour into the community through sponsorships and donations. I know this sounds like a paid advertisement, but I'm just a happy client. With Adam and his team, you simply can't go wrong!
Engaged Academics
Apr 23, 2021
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We love Watson & Associates. Adam is always willing to answer my questions in a timely manner and help me understand changes as they occur. Great organization to do business with.
Lance Davis
Feb 07, 2021
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Adam and his team are always responsive and answer all of our questions. We've been using the Watson & Associates team for years and couldn't be happier.
