Anne M. Waters, CPA, CVA, PC

3655 The Cedars
Mobile, AL 36608
Phone: 251-341-1385
Cell: 251-591-5656

       To provide hands-on professional services customized to clients' needs. 

History:       My firm was established in early 2006.  Prior to that, I  had eighteen years of accounting experience, fifteen years in public accounting and three years in non-profit accounting.  I became a certified valuation analyst (CVA) in 2003 and have valued a number of businesses since that time.  I have been a certified QuickBooks Pro Advisor for more than ten years.  I started my career  as a high school teacher.  The ten years of teaching experience gave me the skills to teach accounting concepts and software usage to the public in understandable terms. I am a member of the Alabama Society of Certified Public Accountants and the National Association of Certified Valuation Analysts.

Services:     Tax Services                                                 

The firm offers a full line of tax services for businesses and individuals.  For individuals, I prepare Federal Form 1040 as well as a full line of state returns.  Tax planning is necessary in this day and age.  I do projections of tax liabilities and discuss various options available to the client to reduce the tax load. 

For small business clients, sales tax, payroll tax and property tax services are provided.  Whether a client files as a proprietor, C corporation, S corporation, partnership, limited liability company or disregarded entity, full tax services are available.  Tax planning is done to ensure the lowest liability possible.   

Not only do I have a high level of experience in preparing both individual and business returns, but also in filing fiduciary (trust), non-profit, pension, and gift and estate returns. 

If for any reason, your individual or business return is audited by a taxing authority, including the IRS, I can represent your best interests before the appropriate agency. 

Accounting Services 

Whether your business is newly formed or fully established, I provide services to maintain financial records so that you can see your company's current performance on a timely basis.  I have experience to maintain your records whether you are in real-estate with multiple cost centers, in contracting with multiple jobs, or in any other small business configuration. 

I am a certified QuickBooks Pro Advisor and can help you install and set-up QuickBooks to  provide the financial data in a usable and user-friendly format.  If QuickBooks has been set up on your computer system previously and is not giving you the information that you need, I have the expertise to improve or correct the situation.  

Valuation Services 

I provide business valuation services for business owners and their professional advisors.  Included in these services are business valuations for estate and gift tax purposes encompassing estate tax business valuations, gifting of closely held company stock, partnership and limited liability company interests and family limited and limited partnership interests.  I also provide services for divorce and litigation support. 

Affiliations:  Member American Institute of Certified Public Accountants
Member Alabama Society of Certified Public Accountants Mobile Chapter
Alabama Society of Certified Public Accountants
National Association of Certified Valuation Analysts


B.A. Biology, Salem College, Winston-Salem, NC, 1974

B.S. Accounting, Magna Cum Laude, University of North Carolina at Charlotte, Charlotte, NC, 1989


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