There’s a reason our typical client has been with us for more than 20 years. As experienced accountants, business and financial advisors, John R. Waters & Company builds relationships with businesses and families based on mutual respect, sound advice and personalized service. We help our clients maximize their business profits, build and manage wealth throughout their lives, and establish and manage trusts and estates to ensure their families’ financial security.
Our hands-on approach begins as soon as a client walks through our doors, with each new client meeting with one of our partners or managers to discuss their goals. Based on our assessment, we develop customized investment and tax plans and provide ongoing guidance to ensure we’re continuing to meet our clients’ needs.