*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.*
3488 S Dupont Blvd
Smyrna, Delaware 19977
I have been a client of Wattay Accounting for years and I can't recommend them enough. They are tremendous -- efficient, responsive, friendly and extremely helpful. Easily the best accountant I've encountered across multiple states. Instructions and guidance are crystal clear, work is done quickly but with care, processes are simple and everything just feels so easy when you're dealing with them. One unusual example of how they go above and beyond: My car recently wouldn't start after I dropped off my tax
I have been a client of Wattay for ten years now and I can honestly say they are the best in the industry. The customer service and responsiveness of this group is absolutely amazing. Despite my wife and I being behind the 8-balll and giving them our tax documents late they are still able to deliver quickly. More importantly they are very thorough and ensure to ask all the important questions in order to properly process your return. The entire staff is very professional and I have never felt there is a pro
We have been clients of Wattay Accounting since moving to Delaware 3 years ago. We find the entire staff to be highly professional and courteous. We mainly deal with Adam who is personable and knowledgeable. He takes the time to go line by line and explains our tax return in detail. Both Adam and Dana are very responsive when we have questions. We know we are in good hands and highly recommend them to anyone looking for a great accounting firm.
This was our first year using Wattay and I'm glad we found them! Adam, Dana, and the whole team are super knowledgeable and professional. Adam went over our return line by line, and gave us really good advice on how to lower our tax burden next year. We look forward to working with them again !!
I called for help with my 2021 taxes and received excellent professional advice. Adam Wattay was patient with me, answered all my questions, and double checked to make sure that I completely understood what he was explaining. I am thankful to have received such excellent service. The receptionist is also pleasant and kind. It is refreshing to call an office that wants to help!
I was recommended to Wattay Accounting by a family friend to handle our business/personal tax filings after another firm left us high & dry. I had not filed taxes for some years (obvs my fault) & while the other firm had our files for almost 2 years they did barely anything. Once we transitioned to Wattay Accounting they had everything done in less than 3 months!! Dana took the time in the first meeting to understand how our business was laid out and fully understand our numbers. They are the epitome of wha
Wattay Accounting has helped my business grow and financially become stable. They have been more than just a tax guy for us by always offering top notch advice on things like the structure of our company, retirement planning, and financial planning. They have always taken my calls and been willing to answer all of our questions. The pricing is phenomenal also. I would recommend them to any small business.
Just picked up our taxes from Wattay accounting. My husband and I were very pleased with the level of professional service that we received. Adam walked us through our entire tax package and explained in detail each item. This is our 2nd year with Wattay accounting and we will use their services again next year. I have always been anxious about filing yearly taxes but now feel like we are in good hands.
I highly recommend Adam from Wattay Accounting. I have had my taxes/tax questions done by multiple different people and it was always the same hum drum get you in and out. Adam was very personable, relatable, understanding, and nice. I felt very comfortable with him and the information he provided me. He has gained a new customer for life. If you are on the fence about the chain store tax prep places I encourage you to see Adam from Wattay Accounting.
Dana, Adam, and the entire team are a tremendous help and are very efficient, knowledgeable, and helpful. I own a small business in the area and they do a great job with my business, property, and personal taxes. They even assisted me with the government assistance and forgiveness program through the Covid Pandemic. I appreciate the personal in-office visits from time to time from both Dana and Angela to clean up my files. The whole team is a blessing to the community.
I have had several interactions with Dana Wattay. He is extremely knowledgeable and always has his clients best interest in mind. During the early stages of the pandemic, he kept himself informed to understand the government assistance so that he could guide his clients appropriately. In today?s environment it is comforting knowing someone has your back. You cannot go wrong doing business with the firm.
My husband and I have been clients of Wattay accounting for the past several years . We mainly deal with Adam and the trust we have with him has been immeasurable . Adam always takes the time with us to explain in detail anything we ask and he never makes us feel like any question is not important . Every year when we leave his office we always feel like we learned something new and always knowing that our taxes are in the very best of hands . Thanks for all you do to make our experience a rewarding one ,
The team here is fantastic. Ultra-responsive. Reasonably priced. Polite. They took time to walk us through the numbers. They've earned a new customer.
Once in while we encounter people that make us smile and make our days better because we know they have our best interests at heart. With that in mind, I just wanted to reach out to both of you, and let you know that Angela Ceballos is an absolute pleasure to work with. She is professional, courteous, intelligent and she always makes sure that she has time to work through my endless questions. In that regard she's a saint! She also communicates her timelines and availability, so I am not wondering and g
Wattay Accounting handles our business and personal accounts. They are professional and very responsive. We appreciate their hard work and personal dedication to our accounts. They always have our best interest in mind! Thank you - Frank & Kristine Coleman- Eastern Shore Seafood.
We have used Dana and his team for all our accounting needs since they opened! Excellent personal service second to none! We have recommended several friends over the years.
Building my business has not always been easy but having Wattay Accounting help guide me has made taxes much easier! They are always there for your questions and always have answers. Their advice has has helped grow my business beyond what I thought was possible!
We recently came on board with Wattay Accounting. Their response and attention to detail is truly comforting to know they have our very best interest at heart. A great value to us and our company, and very affordable.I highly recommend!
One of the top accounts I have ever met. The knowledge, experience, and strategies Dana and Adam give to their clients is way above the average accountant. Seek them out, you will be happy and satisfied. Rod
I have known Dana and Adam Wattay for several years and they are the only firm I recommend to my clients as they are very knowledgeable and experts on helping people get their taxes done correctly. Top notch Firm!
The team at Wattay Accounting are amazing!! Truly one of a kind customer experience from the moment you walk through the door. This is the place to get all your accounting/tax needs prepared.
I am very happy with the service provided to help me navigate legal tax information needed for processing immigration documents to USCIS. They are very friendly, efficient, and fast.
I have been working with Dana Wattay for the past three years. He is knowledgeable, responsive and detail oriented. I would highly recommend working with Wattay Accounting.
I had a telephonic conversation with Anna and she was not helpful as well as she hung up the phone without even listening to my additional concerns. I understand that consultation cannot be done over a call but at least some guidance could have been provided if not 'disconnected.'
I?ve used their services for many years and have always felt appreciated by the entire team! If you want honest, professional advice then look no further! Hands down the best!
Erica and Adam are very professional and obviously know their stuff! We plan to use their services in the future. Thanks!
They are wonderful! They took the time to go above and beyond and were extremely thorough. I trust them with all of my accounting needs.
Here, you will find the best folks on the Eastern Shore to help you with all of your financial needs from taxes to investing!!!
I went here because the comments said that it was fairly priced. it would cost me nearly $400.00 or more to file my taxes at this place. No thanks. Its $200.00 just to file your fed and state taxes. Way over priced.
Dana Wattay and his team are professional and responsive. I highly recommend Wattay Accounting.
They provide very thorough and professional services.
Service is highly professional, rapid response time and accurate accounting.
Professional, so friendly and thorough. Above and beyond. Thanks!!
Very respectful and attentive staff
great professional and friendly service
very skilled accountant, I recommand
Great accounting firm!
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.