The IRS has advised newly married individuals to review and update their tax information to avoid delays and complications when filing their 2025 income tax returns. Since an individual’s filing sta...
The IRS has announced several online resources and flexible options for individuals who have not yet filed their federal income tax return for the tax year at issue. Those who owe taxes have been enco...
A district court lacked jurisdiction to rule on an individual’s innocent spouse relief under Code Sec. 6015(d)(3), in the first instance. The individual and her husband, as taxpayers, were liable f...
A limited liability company classified as a TEFRA partnership was not entitled to deduct the full fair market value of a conservation easement under Code Sec. 170. The Court of Appeals affirmed the T...
A married couple was not entitled to a tax refund based on a depreciation deduction for a private jet. The Court found the taxpayers’ amended return failed to state the correct legal basis for the c...
Massachusetts issued guidance on the sales and use tax applicable to cable television devices. Devices limited to receiving programming or information from a cable provider for television transmission...
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!
2024 SINGLE FILER ENGAGEMENT LETTER
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