*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*
If this is your first time working with a CPA, don’t worry — most professionals offer a free consultation and will walk you through what to expect. You may be asked to complete an intake form, share financial documents, or set clear goals for your session.
*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*
*Tip: Organize your documents in advance to save time and ensure accuracy.*
*Note: Preparation helps you make the most of your CPA’s expertise.*
*Note: Every CPA is different — take time to find one who fits your goals and style.*
5372 Discovery Park Blvd Suite 103
Williamsburg, Virginia 23188
The team at Watson Mowry has been nothing short of wonderful to work with. They are the best accountants in Williamsburg for small businesses and individuals. They make taxes easy for self-employed individuals like myself. But even more they come along side you with support, education, great communication, compassion, professionalism and efficiency! They are one of a kind and the whole package. Kimberly, Missy, & Collin I am forever grateful to you and the rest of your team.
The team at Watson Mowry, PC is wonderful. They maintain an amazing office. Everyone is welcoming and kind. They have always gone the extra mile for our restaurant accounting needs as well as our personal needs. I trust their expertise. Their continuing education in the world of accounting is paramount. The company has always put family first. They support each other and the community with fun passion. I?ll continue to work with Kimberly and her team as long as they will have me!
My family is extremely fortunate that Watson/Mowry PC were entrusted to handle the finances for my elderly mother and father. We are truly grateful for the diligence, care and personal attention you?ve provide to them both. Your expertise and acumen have been invaluable in preparing us to address the ever-changing financial needs of our parents. It is incredibly reassuring to know that the dutiful professionals of Watson/Mowry are in practice to assist families like ours during these critical junctures. T
We have been clients of Watson Mowry for 5 years for both business and personal taxes. We had a prior CPA experience and Jodi and her team listened and were very attentive to our needs .They were very caring and personable. They respond quickly to any phone calls or email .We are EXTREMELY PLEASED with their services and highly recommend them . Timothy Rue ( Timothy's Painting ) Gretchen Rue
Kimberly and the whole staff have really taken care of us since we partnered in 2022. They communicate actively and really take a small business approach to our financial situation, specifically taxes and planning our year with taxes in mind. Our review sessions are thorough and no question is considered silly, which is good because we ask many questions! We are so thankful for the open hearted, yet businesslike approach and are learning how to run our family, rental properties and business better! Thank
There is no other pair of people that I would ever trust my finances with more than Kimberley Watson and Jodi Mowry. They have taken excellent care of me for years, and provide a personal touch unlike any other CPA firm I have ever worked with before. I could not recommend them more highly. Their whole team has been amazing and responsive, and as a local small business owner I have come to rely heavily on their counsel and prompt service. I would never go anywhere else.
I have been with Watson Mowry, PC for over 20 years. You will never find an Accountant firm better than Watson Maury!! Jodi and her amazing staff are incredible. Being in business for over 40 years we have had our share of Accountant firms. Not happy with many years ago, I began the search for a new firm. Recommended by a close friend, I took his advice. WOW! One of the greatest changes that I made in business! Absolutely goes down as one of the best business decision that our Company has ever made. Thank y
They deserve ten stars! Watson Mowry, PC is a superior accounting firm. I've worked with them for years on various issues, and they ALWAYS deliver excellent service. I highly recommend them for your accounting needs.
As a small business owner I lean heavily on Watson Mowry, PC for best practices and prompt professional services. The entire team is caring and always on point. They have been invaluable to me for over a decade! I am so thankful for Watson Mowry assistance with payroll, business and personal taxes and more. I recommend them to everyone! Simply the best.
I have notoriously utilized the online tax filings system (i.e. turbotax, etc) but never again. I cannot stress how easy, efficient, and kind, the people at Watson Mowry were. They made getting my return quick and simple without undue delay! They even helped me find a federal credit that saved me over $2,000. I cannot recommend this accounting firm enough! They have gained a life long client.
There are a few options for tax services in town, but in my opinion, Watson and Mowry is not only the most inviting, but also the most professional in town. The process of getting our taxes done was painless and they took the time to go through the 'why's' of some of the sections of our tax return, not just pushing a signature page in front of us and telling us to sign. I appreciate that more personal approach. And the fact that they have multiple partners and multiple employees gives me peace of mind that
My experience as a client of Watson Mowry has been exceptional. Their team is responsive, caring, and knowledgeable. They have exceeded my expectations for guidance and service. My family and business have been well served!
I have known and secured the accounting services of Kimberly Watson since she formed her business, Watson Mowry, PC, many, many years ago. Not once did she or her company fail me for service, advice or turnaround time. I highly recommend her for all your accounting needs and her professionalism.
We have a long term relationship with Watson Mowry, PC as our tax preparer, CPA and accounting service for our businesses. They are dedicated to customer service and being the best they can be. I highly recommend them in all aspects of tax filing and accounting services. Kim Watson, Jodi Mowry and their team are first class. Denley H.Brown Williamsburg, VA
Thank you Watson Mowry, PC (and Team) for going above and beyond as always! Due to dragging my feet and turning in my tax package just before the deadline, I was quite aware I would need to file for an extension. An unexpected family/school circumstance required me to inquire and request very specific paperwork regarding my taxes, and Tricia sounded the alarm through which the Watson Mowry team found a solution! I realize this was an inconvenience due to my extension and I am sincerely grateful for their
We have been working with Watson Mowry, PC for more than five years. We have found them to be courteous, timely, accurate, and responsive. We highly recommend their services.
Kimberly Watson has handled our taxes and financial dealings for over two decades. TWO decades! That should say quite a bit. We can't imagine a better CPA, tax accountant or financial advisor. She is straightforward, professional and far beyond competent.
Great big SHOUT OUT to Jodi and Kimberly as well as the rest of the team. Not only did they get my taxes done on time but they did it quickly and efficient with the time they had. I always wait till the last minute but they were very accommodating and answered all my silly tax questions. Honestly, they were a life saver for me. I love their awesome smiling faces and all the effort, patience and customer service that I was given. The entire team goes above and beyond to get the job done. I can?t thank them e
We highly recommend Watson Mowry for incredible attention to detail and excellent professional service.
Professional, detailed, courteous knowledgeable service. This is our 4th CPA in about 25 years and we are more than pleased with this firm and look forward to a long professional relationship. Sincere Gary and Gail King
Total lack of follow through with my senior citizen mother's taxes for the 2nd year in a row. Last year i had to make a stern call to get her appointment scheduled. Now, having her (already organized and -prepared) information for a month with no movement, my mom had to persist in scheduling her own last minute appointment. I am strongly recommending she find someone else next year.
In addition to my congratulations on your "Best of Virginia" award, I wanted to compliment your entire team for the professional and pleasant service you all provide. How you all maintain such a positive attitude during such time and detail pressure does not go unnoticed.
I have really enjoyed working with this firm the last few years! They have been very helpful answering questions and communicative. The staff that I have interacted with have been genuine and professional. I know that it can be a busy time of year during tax season. Because they are so busy, I appreciate it even more when they take the time to inform me of anything else I might need to make the process smoother and faster (I always bring my information/docs as soon as possible...early is better!) If there
Needless to say we are very unhappy with the service of this organization and the way were treated. Miss Jodi Mowry proceeded to tell us that they have wasted their time and her firms time on us. She then went on to tell us that they were too busy and were doing us a favor by doing our taxes! Not the response I expected to say the least from an organization such as this. No apology offered for lack of communication on their part just defensiveness and very insulting to us, the client. They charged mor
I was never contacted in regards to filing my 2023 taxes and subsequently found another firm to take care of me. This was after I called to find out why I had not heard from them.
So very happy to have found this firm! As a military family we had several questions about renting out our home after a PCS, we wanted to make sure that we were documenting everything correctly for tax purposes and they made this normally stressful situation much easier on our family. Thank you!
These group of people are so helpful at Tax time! They have been a real life saver! Can?t recommend them enough!
Has been my accounting firm since 2017. They are fast and efficient. Always quick to answer all my questions. They are GREAT !!!!!
They were there when we trouble with my parents estate and did what they do to keep the IRS off our back. Again thanks for all you do!
Excellent customer service and attention to detail for all our accounting needs. I highly recommend this firm.
Tax expertise, excellent, personable service. Have used them for many years.
Look for a Certified Public Accountant (CPA) license, which ensures they’ve passed rigorous exams and meet state requirements. Check for relevant experience in your industry, additional certifications like CFA or CMA, and membership in professional organizations like the AICPA. Verify their credentials through state licensing boards.
Use online directories like the AICPA, CPAverify, or state CPA societies. Search platforms like Yelp or Google for local CPAs with reviews. Ask for referrals from business associates, friends, or financial advisors. Local chambers of commerce can also provide recommendations.
A CPA is a licensed professional who has passed the CPA exam and met state requirements for education and experience. An accountant may lack this certification and could have varying levels of expertise. For complex tasks like tax audits or financial reporting, a CPA is typically more qualified.
Ask about their experience with your specific financial needs, such as tax preparation, small business accounting, or estate planning. Review their website or LinkedIn for case studies or client testimonials. Inquire about their client base to ensure they handle similar financial situations.
Yes, reviews provide insight into a CPA’s reliability, communication, and performance. Check platforms like Google, Yelp, or the Better Business Bureau for client feedback. Look for patterns in reviews, but verify their authenticity, as some may be biased or outdated.
Visit your state’s Board of Accountancy website or use CPAverify.org to check a CPA’s license status. Confirm their license is active and check for any disciplinary actions or complaints. This ensures they’re in good standing and meet professional standards.
Ask about their experience with your financial needs, fee structure, availability, and communication style. Inquire how they handle tax filings, audits, or financial planning. Ask for references or examples of similar work to assess their expertise and fit.
Fees vary based on location, services, and complexity. Basic tax preparation may cost $150-$500, while business accounting or audits can range from $1,000 to $10,000+. Request a detailed fee structure upfront and compare quotes from multiple CPAs.
Yes, many CPAs offer remote services through secure online platforms for document sharing and virtual consultations. Ensure they use encrypted tools for data security. Remote CPAs can be effective if they understand your local tax laws or business regulations.
During consultations, evaluate their ability to explain complex financial concepts clearly. Ask sample questions about taxes or financial strategies and note their responsiveness and clarity. Good communication ensures you understand their advice and fosters a productive relationship.
Beware of CPAs who guarantee specific tax refunds, lack a valid license, or have disciplinary actions on record. Avoid those with poor communication, vague fee structures, or negative reviews highlighting unethical behavior. Always verify their credentials independently.
Large firms offer more resources and specialized teams but may charge higher fees. Solo practitioners often provide personalized service and lower costs but may have limited availability. Choose based on your needs, budget, and preference for personalized attention.
For individuals, annual meetings for tax preparation may suffice. Businesses may need quarterly or monthly check-ins for bookkeeping, tax planning, or financial reporting. Discuss your needs upfront to establish a meeting schedule that aligns with your financial goals.
Yes, many CPAs handle both, but confirm their expertise in both areas. Ask about their experience managing personal taxes and business accounting simultaneously. Ensure they can balance both without compromising attention to your specific financial needs.
Discuss concerns directly with your CPA to resolve issues. If unresolved, check your contract for termination terms. Seek a new CPA by researching reviews, credentials, and referrals. Request your financial records to ensure a smooth transition to a new professional.