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Watter CPA

4.4 (14 reviews)
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Response time

20 minutes

Response rate

100%

Services - Watter CPA

Accountants

Bookkeepers

Business filing for current tax year

7 More Services

Individual filing for current tax year

Current year tax preparation and filing

Business filing for past tax year(s)

Individual filing for past tax year(s)

Past year(s) tax preparation and filing

Audit and conflict resolution support

Tax planning

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2 years ago

I have been to several accountants, Ken and Alice are the best in service, knowledge, and giving me peace of mind...I highly recommend them!

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Review Highlights - Watter CPA

Ken helped build my capacity as an S-Corp, and Alice and her team members have continued this excellent service.

Mentioned in 5 reviews

Read more highlights

The Law Offices of Eric J. Wexler, CPA

The Law Offices of Eric J. Wexler, CPA

(9 reviews)

My experience with Eric Wexler was below expectations. I setup a consultation for a question…read morearound doing a Roth IRA conversions. It involved some partial rollovers into qualified plan from IRA preceding the conversion. I had done a bit of research but wanted an expert to validate the specifics of my situation. While other attorneys I've met with in the past on other topics have a free consultation to validate they are in a position to help; Eric charges $250 for the initial conversation which is an in person meeting. He doesn't offer a first 5-10 minute phone discussion to ensure he is a fit or the need. After about a week, he called to say what I was specifically trying to do wouldn't work. I requested him to send any specific reference to the law section; IRS publication; or articles as his evaluation was contrary to what I was finding myself. He said he would send me something, but never got back to me. There was some additional up and back with questions as I sent him some IRS material after he never got back to me per above. Eric is not responsive, going weeks without a reply. He emailed me on Nov 9th apologizing that he'd been on a big project, and would reply soon. It is now Dec 2nd and still not heard. My perception is that my question was not in Eric's wheelhouse, familiarity with current rulings regarding rollovers to qualified plans from an IRA of earnings, leaving the basis behind in an IRA. In the end I felt like I wasted time and $250 without clarity. To his credit, at least he never asked for more than the initial consultation fee. But regardless I still feel as though I don't have a solid answer and would he would have been better for him to simply decline to engage on the topic during the initial meeting if this wasn't the type of thing he could get to resolve quickly or he didn't have bandwidth.

We came to Eric for a will, trust, etc. after our State Farm agent recommended him. He is very…read moregenerous with his time, charging a flat fee instead of by the hour. Eric kindly also answered a lot of estate planning questions for my dad, and furthermore recommended my dad use an attorney where he lives, instead of keeping the business for himself. He also explained why we do not, in fact need a trust. I also really like that his flat fee included him retaining a copy of our notarized will, just in case we ever have a house fire or the like.

Watter CPA - accountants - Updated May 2026

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