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Tax Alerts
Tax Briefing(s)
One Big Beautiful Bill Act (Signed Into Law July 4, 2025)2025 Post-Filing Season Update2024 Post-Election Tax Policy Update
IRS Grants Relief to Taxpayers Affected by Terrorist Action in Israel; Deadlines Postponed (Notice 2025-53; IR-2025-97)
The IRS has provided relief under Code Sec. 7508A for persons determined to be affected by the terroristic action in the State of Israel throughout 2024 and 2025. Affected taxpayers have until Septe...
Applicable Terminal Charge and SIFL Rates for Determining Value of Noncommercial Flights on Employer-Provided Aircraft Issued (Rev. Rul. 2025-20)
The IRS has released the applicable terminal charge and the Standard Industry Fare Level (SIFL) mileage rate for determining the value of noncommercial flights on employer-provided aircraft in effect ...
Office of Appeals Begins Pilot Program on Mediation (IR-2025-100)
The IRS Independent Office of Appeals has launched a two-year pilot program to make Post Appeals Mediation (PAM) more attractive to taxpayers. Under the new PAM pilot, cases will be reassigned to an A...
IRS Reminds Taxpayers to Safeguard Financial Records in Emergency Plans
The IRS has reminded taxpayers that emergency readiness has gone beyond food, water and shelter. It also includes safeguarding financial and tax documents. Families and businesses should review their ...
MA - Rule issued on withholding requirements from sales of real estate
A new Massachusetts rule establishes and explains the corporate and personal withholding requirements that apply to the proceeds of sales or transfers of Massachusetts real estate. The rules will will...

Welcome to Waterline Tax Advisors – Your Trusted Partner for Tax Solutions

Thank you for visiting our website. We’re pleased to provide you with an overview of our firm, the services we offer, and valuable resources designed to assist you. Whether you're an individual, a small business, or a corporation, our mission is to provide you with expert guidance and personalized service to help you navigate the complexities of tax and financial matters.

At Waterline Tax, we are committed to delivering exceptional client service, and our online presence is an extension of that commitment. We’ve created this website to serve as a helpful tool for our clients, offering easy access to essential resources, informative articles, and practical financial tools.

As you explore our site, you’ll find detailed information about our services, as well as useful resources like our Newsletter, where you can stay informed about tax news and insights, and our Financial Tools section, which includes interactive calculators to help you make informed decisions. Additionally, we’ve curated a collection of helpful links to external sites that could be of interest to you, available in our Internet Links section.

We encourage you to reach out with any questions or feedback you may have – we’re always here to help! At Waterline Tax, we pride ourselves on being responsive and proactive in addressing your needs.

Thank you for trusting us with your tax needs. We look forward to working with you!

 

WHERE'S MY IRS REFUND?

WHERE'S MY MA STATE REFUND?

2024 SINGLE FILER ENGAGEMENT LETTER

2024 MARRIED FILING JOINTLY ENGAGEMENT LETTER

2024 BUSINESS ENGAGEMENT LETTER

Combine your investment information from multiple accounts into a single location, and provide your tax professional access to your yearly gain / loss data for the preparation of your tax return. Get accurate cost basis, capital gain tax lot data, and trade decision tools that maximize your after tax returns, providing better results for your investment portfolios.




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