Full Service Accounting & More

Accounting Made Simple for You, Your Business, and Your Community.
Personal Taxes
Maximized Refunds

Waterton House reviews every deduction and credit available to ensure you receive the largest refund possible.

Accurate Filing

With Waterton House, your return is prepared with precision, minimizing errors and ensuring full IRS compliance.

Year-Round Support

Tax season doesn’t end in April. Waterton House provides ongoing support whenever financial or tax questions arise.

Personalized Strategy

Every return is unique. Waterton House tailors strategies to your specific income, investments, and lifestyle.

Audit Protection

If the IRS comes calling, Waterton House stands by your side with expert guidance and representation.

Maximize Your Refund, Minimize the Stress
Small Business Accounting
Comprehensive Bookkeeping

Waterton House manages your financial records with accuracy and detail, keeping your business organized and compliant year-round.

Tax Planning & Strategy

Beyond filing, we design proactive tax strategies to reduce liabilities and improve profitability for your business.

Payroll & Compliance

From payroll processing to federal and state compliance, Waterton House keeps your operations running smoothly and worry-free.

Financial Reporting

Clear, actionable reports give you insight into cash flow, profitability, and long-term growth potential.

Business Growth Support

As your business evolves, Waterton House provides ongoing guidance to align financial decisions with your goals.

Smarter Finances for Stronger Business Growth
HOA Tax & Accounting
Specialized HOA Tax Filing

Waterton House prepares and files HOA tax returns accurately, ensuring compliance with IRS and state requirements unique to associations.

Budget Planning & Oversight

We help boards create clear, realistic budgets that balance community needs with long-term financial stability.

Transparent Financial Reporting

Monthly and annual reports provide HOA boards and members with a complete, easy-to-read view of the association’s finances.

Reserve Fund Guidance

Waterton House advises on proper reserve funding strategies to protect property values and prepare for future expenses.

Board Support & Education

We partner with HOA boards, offering ongoing financial insight and guidance so leaders can make confident, informed decisions.

Clear Finances and Confident Communities