Waterford Tax Group
What we could verify
- Registered business?
- Not verified
- CPA license or firm permit?
- Not verified
- Publishes prices?
- Not stated on its website
- Local or remote?
- Local + remote
- Software?
- None named on its website
1 of 5 answered from a dated source.
Documents 2 of 5 core services.
Score breakdown
Dark bar: points earned. Grey bar: the weight we could check.
Evidence
| Claim | What the source shows | Source | Points |
|---|---|---|---|
| Business name | Waterford Tax Group | home page | |
| Website | https://wfgroup.com/ | home page | |
| Office locality | Brentwood, TN | home page | |
| Service area | United States (stated by the firm) | home page | |
| Phone | +16155071500 | home page | |
| Offers bookkeeping | Documented: ...filing, and strategic tax planning. In addition, we offer comprehensive accounting and bookkeeping packages for businesses, family offices and individuals, all of which can be... | home page | |
| Payroll coordination | Documented: ...Entity Selection Financial Analysis and Statements IRS Representation Notary Public Payroll Services View all services Contact Waterford Tax Group today for a free consultation... | home page | 4 pts (max 4) |
| Month-end close + reporting | Documented: ...evolve, allowing you to plan for how you might respond to different scenarios. Financial Statements Financial statements are useful tools for decision making and for representing... | /services | 6 pts (max 6) |
| Local / remote model stated | Local + remote | home page | 3 pts (max 3) |
| Named contact / team | Clifton Chad Williams, Founder | /about | 3 pts (max 3) |
| Communication channel / process | Documented: ...Suite 190 Brentwood, TN 37027 [email] 615.507.1500 ABOUT | SERVICES | CONTACT Client Portal © Waterford Tax Group | Website design by Matthew Smith | Privacy Policy Partners... | home page | 3 pts (max 3) |
| Working contact route verified | [email protected] (mail server found) | DNS check Third-party Sep 26, 2026 | 2 pts (max 2) |
| Privacy / data-handling page | Documented: Privacy Policy | /privacy-policy | 2 pts (max 2) |
Checked and not found
- Not documented. Checked 5 pages of the firm's own site on 2026-09-26 (Firm's own website): Monthly bookkeeping (0 pts, max 8); Catch-up / cleanup (0 pts, max 5); AP / AR (0 pts, max 4); Industries served (documented) (0 pts, max 5); Software supported (0 pts, max 5); Pricing approach published (0 pts, max 6); What is included / excluded (0 pts, max 5); Onboarding described (0 pts, max 4); Reporting cadence stated (0 pts, max 4).
- Not verified. Searched the IRS PTIN holder file (updated 2026-02-23) for 'WATERFORD TAX GROUP' in BRENTWOOD, TN on 2026-09-27: the one matching preparer record lists no CPA, EA, attorney or ERPA credential and no Annual Filing Season Program record (IRS preparer records): Bookkeeping designation (AIPB/NACPB) or IRS preparer record (0 pts, max 6).
Searches that find nothing are not a mark against a firm. How we search.
Not verified (not checked yet, so each scores 0 and counts against coverage): Active CPA firm or individual license (state board) (0 pts, max 8); Current QuickBooks ProAdvisor or Xero advisor listing (0 pts, max 6); Entity found in the state business registry (0 pts, max 6); Operating 1+ year (registry formation date) (0 pts, max 5).
Check it yourself on the state's own records: Tennessee State Board of Accountancy license search .
- Working contact route verified: The email address the firm publishes is on a domain that accepts mail (MX record present).
Data limitations
- 21 of 23 evidenced items come from Waterford Tax Group's own website and are labelled self-reported.
- No ratings or review counts are published here. Why.
Is this your firm?
Claim this listing to correct a field with evidence, or report a correction. Claiming confirms ownership only; it does not change the score.