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Waters Hardy & Co, P.C.

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Waters Hardy & Co, P.C.

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Welcome to Waters, Hardy and Company, P.C. If you are looking for a blend of personal service and expertise, you have come to the right place.

We provide trusted tax, accounting, and business guidance with the personalized service our clients have relied on for decades. Our Dallas CPA firm has built our practice one client at a time, and we promise that you will be more than a billing code to our CPA firm. We have seasoned professionals who can assist you in any number of diverse services.

10/26/2026

Does Your Business Need Controller-Level Insight?

As a business grows, so does the complexity behind the numbers.

There may be more transactions to manage, more people making financial decisions, more reporting requirements, and more questions about cash flow, profitability, expenses, and where the business is headed next.

That’s where controllership can become valuable.

Waters Hardy provides controllership services that give business owners greater financial oversight without necessarily adding another full-time executive to the payroll. We can help bring greater structure and visibility to financial reporting, accounting processes, cash flow, and the information leadership uses to make decisions.

Because at a certain point, knowing what happened financially isn’t enough. You need to understand what the numbers are telling you about the business.

If your company has grown beyond basic bookkeeping but you’re not sure what the next level of financial support should look like, talk with Waters Hardy.

10/21/2026

Your CPA can only plan around what they know.

As we move into the final months of the year, here’s one piece of advice that can make your conversations with your CPA much more productive:

Tell us what has changed.

You don’t need to know whether something has tax implications before you mention it. That’s our job.

Maybe your income looks very different than expected. You purchased or sold property. Your business added employees, expanded into another state, made a significant investment, or experienced an unusually strong or challenging year. Perhaps you’re considering a large charitable gift, preparing for retirement, or navigating a major family change.

Even something that doesn’t initially sound like a tax question may affect the bigger financial picture.

Your CPA doesn’t need a perfectly organized list or all the answers. We simply need to know what’s happening so we can ask the right questions.

A little communication now can make for much better planning later.

10/15/2026

Your tax return contains information an identity thief would love to have.

Your Social Security number. Your income. Your address. Your banking information. Details about your business and your family.

Financial and tax documents contain some of our most sensitive personal information, which makes protecting them especially important.

And the threats are getting more sophisticated. The IRS's 2026 list of common tax scams includes phishing and text-message schemes as well as AI-enabled IRS impersonation by phone. (https://www.irs.gov/newsroom/be-aware-of-dirty-dozen-tax-scams-for-2026?utm_)

For Cybersecurity Awareness Month, our latest blog looks at practical ways to better protect your financial information, recognize suspicious communications, and know when to stop before you click.

Read “Your Financial Information Is Valuable. Here’s How to Protect It.”

watershardy.com/insights

10/13/2026

Meet Richard Waters, CPA and Partner at Waters Hardy.

For Richard Waters, good accounting has never been only about getting the numbers right. It’s about helping clients understand what those numbers mean and giving them the information they need to make thoughtful decisions.

That philosophy is woven throughout Waters Hardy.

Since the firm was established in Dallas in 1981, relationships have been at the center of the work. Clients trust us with far more than a tax return or financial statement. They come to us with questions about their businesses, families, investments, plans, and sometimes the decisions that will shape what comes next.

Richard believes that kind of trust comes with responsibility. It means communicating clearly, being thorough, asking good questions, and being willing to have conversations that extend beyond the immediate task at hand.

It’s an approach that has helped Waters Hardy build lasting client relationships and one that continues to guide how our team works today.

We’re proud to introduce you to the people behind Waters Hardy and the perspective they bring to our clients every day.

10/07/2026

Good planning doesn’t predict the future. It gives you more options.

October 7 is World Financial Planning Day, and it’s a good reminder that financial planning isn’t about knowing exactly what the future will hold. None of us can do that.

Good planning is about understanding where you are today and putting yourself in a stronger position to respond to whatever comes next.

Income changes. Businesses grow. Markets shift. Families evolve. Retirement gets closer. Tax laws change. Opportunities appear that you weren’t expecting.

When you understand your financial position and have a plan in place, those changes become decisions to work through rather than surprises to react to.

At Waters Hardy, we believe financial planning works best when it’s an ongoing conversation, one that evolves alongside your business, your family, and your goals.

You may not know exactly what tomorrow will bring. You can still prepare well for it.

World Financial Planning Day falls on October 7, 2026. (https://worldfpday.org/)

10/05/2026

Extension filers, this is your final reminder.

If you filed an extension earlier this year, October 15 is almost here.

At this point, the goal is simple: make sure your return is complete, accurate, and ready to file.

Before the deadline, take a final look for any outstanding tax documents, confirm that your CPA has everything needed to complete your return, and make sure any questions or discrepancies are addressed rather than leaving them until the last minute.

An extension gave you additional time to file. Now it’s time to cross the finish line.

If Waters Hardy is preparing your extended return and you still have outstanding information to provide, please send it to our team as soon as possible.

09/30/2026

Are you using your financial statements or just receiving them?

Financial statements shouldn’t be documents you look at once and file away. When they’re accurate, timely, and understood, they can become valuable tools for running your business.

Your financial statements can help you answer important questions:

• Is the business actually becoming more profitable?
• Where is cash going?
• Are expenses growing faster than revenue?
• How much debt or liability is the business carrying?
• Are there trends that deserve attention before they become problems?

Waters Hardy provides financial statement preparation to give business owners, lenders, investors, and other stakeholders a clear picture of financial performance.

More importantly, our team can help you understand what those numbers mean in the context of your business.

Good financial information tells you where you’ve been. Used thoughtfully, it can also help you decide where to go next.

If you’re ready for greater clarity around your company’s financial picture, talk with the Waters Hardy team.

09/24/2026

Most people know to call their CPA when it’s time to file taxes. But some of the most valuable conversations happen long before a return is prepared.

Consider reaching out before you:
• Buy or sell a business
• Purchase or sell real estate
• Move to another state
• Bring a new partner into your business
• Change your business structure
• Receive a significant inheritance
• Make a substantial charitable gift
• Begin planning for succession or retirement

Decisions like these can have tax and financial implications that aren’t always obvious at first. Once a transaction is complete, however, some planning opportunities may no longer be available.

At Waters Hardy, we want our clients to feel comfortable calling us before the paperwork is signed. A conversation early in the process can help you understand the potential implications, ask better questions, and make a more informed decision.

You don’t need to have everything figured out before you call. That’s part of what we’re here for.

Considering a major financial or business decision? Give Waters Hardy a call and let’s talk through it together.

09/22/2026

The IRS is making more business tax information available online.

The IRS continues to expand its Business Tax Account, giving eligible business taxpayers more ways to access and manage federal tax information digitally.

Depending on your business type and role, the account may allow you to view payments, access tax transcripts and certain IRS notices, check business information, schedule future payments, and manage other tax records online.

For some businesses, that can mean less time searching through old files or waiting for information that’s now available digitally.

Of course, having access to more information doesn’t always mean knowing what to do with it. An IRS notice, payment discrepancy, or unfamiliar transcript can still raise questions.

At Waters Hardy, part of our role is staying current as tax systems and requirements evolve, so we can help our clients understand what changes actually mean for them.

Technology can make accessing the information easier. Good guidance helps you know what to do with it.

09/16/2026

September 30 is an important date for many extended trust returns.

For trusts that filed an extension earlier this year, this deadline is worth keeping in mind.

Trust returns often involve several layers of information, from income and distributions to beneficiary details and supporting records. Reviewing those items early can help make the filing process smoother.

If you are responsible for a trust, now is a good time to confirm that records are organized and any outstanding questions have been addressed before the deadline arrives.

A little preparation now can help reduce last-minute pressure.

At Waters Hardy, we help clients navigate trust tax matters with careful attention, practical guidance, and a clear understanding of the details involved.

Address

4040 N Central Expressway #710
Dallas, TX
75204

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 5pm

Website

http://www.watershardy.com/

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