Call Us Today! (301) 652-0580
Certified Public Accountant • Certified Financial Planner

Over 30 years of accounting experience all here for your business!

How can we help?

Services Available

Don't let your business fall behind! When you companies finances are your concern Kenneth J. Watter, CPA, CFP is here.

Tax Services

Tax Services We Offer

  • Gift Tax Preparation
  • Individual Tax Preparation
  • Estate Tax Preparation
  • Corporate Tax Preparation
  • Partnership Tax Preparation

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Financial Advisory

Tax Services We Offer

  • Cash Flow Analysis
  • Educational Funding
  • Estate Planning
  • Retirement Planning
  • Tax Planning

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Business Services

Tax Services We Offer

  • Bookkeeping
  • Business Forecasting
  • Business Tax Planning
  • Buy/Sell Agreements
  • Financial Statements

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Professional Advice

Kenneth J. Watter, CPA, CFP has written several helpful documents for his clients over the years. Here are a few for your convenience.  Please contact us for your specific needs.

Important Information on Charitable Contributions

Effective for all charitable contributions given on or after January 1, 1994 over $250.00, you must obtain a receipt from the donee organization. The receipt must state the following: A description (including amounts) of the contribution. If the charity gave you any benefit (goods or services) in exchange for the ...
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Record Keeping Guidelines

Over the years, a number of clients have asked how long they should retain their tax records. Here are some guidelines you can use: Keep your tax returns indefinitely. There may be some information on these returns that could be needed in the future, i.e. the basis of your home, ...
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About Ken


Kenneth J. Watter, CPA, CFP has been practicing in the Tax and business world for over 30 years! Through this time Kenneth has joined up with many amazing organizations as a member such as:

  • Greater Washington Society of CPAs
  • Maryland Association of CPAs
  • International Board of Certified Financial Planners
  • Kiwanis Club of Rockville, MD
  • Maryland Society of Accountants
  • Association of Practicing CPAs

Contact Us

Office: (301) 652-0580

Fax: (301) 656-4553

4332 Montgomery Ave.Bethesda, Maryland 20814

DLLR MD License #34045

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