Menu
  • Home
  • Firm Profile
  • IMPORTANT Links
  • Client Services
  • Financial Tools
  • Contact Us- Get Directions
WATERLINE TAX ADVISORS
Income Tax Preparation and Advisory Services
Home
Guestbook/Contact Form: Questions or Comments? Click here to sign the firm guestbook, ask a question or leave feedback. All information is kept strictly confidential.
Tax Alerts
Tax Briefing(s)
2022 Post-Filing Season UpdateSECURE Act 2.02021 Tax Year-In-Review
Money Received Through Crowdfunding May be Taxable, FS-2022-20
The IRS stated that a crowdfunding website or its payment processor may be required to report distributions of money raised if the amount distributed meets certain reporting thresholds by filing Form ...
IRS Reminds Taxpayers of Steps to Take in Identity Theft Cases, FS-2022-25
The IRS reminded identity theft victims of important steps they should take to protect themselves from tax fraud. By requesting Identity Protection (IP) PINs from theĀ Get an IP PIN tool, taxpayers ca...
IRS Reminds Employers of Penalty Relief Related to Claims for Employee Retention Credit, IR-2022-89
The Treasury Department and the IRS have received requests from taxpayers for relief from penalties arising when additional income tax is owed because the deduction for qualified wages is reduced by t...
FAQs for Payment by Indian Tribal Governments and Alaska Native Corporations to Individuals Finalized, FS-2022-23; IR-2022-68
The IRS has issued final frequently asked questions (FAQs) for payments by Indian Tribal Governments and Alaska Native Corporations to individuals under COVID- Relief Legislation. These reflect update...
IRS Announces Temporary Change to Procedures for Form 8802
The IRS announced a temporary change in policy with respect to Form 8802, Application for United States Residency Certification, for a two-year period. Effective April 4, 2022, if taxpayers received a...
IRS Reminds Tax-Exempt Organizations about May 16 Filing Deadline, IR-2022-93
The IRS reminded tax-exempt organizations about the May 16, 2022, filing deadline for many of them. Those tax-exempt organizations that operate on a calendar-year basis have to file the following retu...
MA - Tiered minimum tax proposed
The Massachusetts legislature is considering 2021 carryover legislation that proposes a tiered minimum corporate excise tax. The minimum tax would increase based on a corporation's total sales in Mass...

Welcome and thank you for visiting our Website. In addition to providing you with a profile of our firm and the services we provide, this Website has been designed to become a helpful resource tool to you, our valued clients and visitors. Our dedication to superior client service has brought us to the Internet as we endeavor to continue to provide the highest quality professional service and guidance.

As you browse through our Website, you will see that not only have we highlighted background information on our firm and the services we provide, but have also included useful resources such as informative articles (in our Newsletter section) and interactive financial calculators (in our Financial Tools section). In addition, we have taken the time to gather many links to external Websites that we felt would be of interest to our clients and visitors (in our Internet Links section).

While browsing through our Website, please feel free to contact us with any questions or comments you may have - we'd love to hear from you. We pride ourselves on being proactive and responsive to our clients' inquiries and suggestions.

2021 ENGAGEMENT LETTER INDIVIDUAL

2021 ENGAGEMENT LETTER BUSINESS

SELF EMPLOYED MUSICIAN CHECKLIST

SELF EMPLOYED HAIRSTYLIST/MANICURIST CHECKLIST

SELF EMPLOYED VISUAL ARTIST CHECKLIST

SELF EMPLOYED SALES REP WORKSHEET

HOME OFFICE WORKSHEET FOR SELF EMPLOYED

SELF EMPLOYED BUSINESS PROFESSIONALS WORKSHEET

SELF EMPLOYED HEALTHCARE PROFESSIONAL CHECKLIST/WORKSHEET

SELF EMPLOYED REALTOR DEDUCTION CHECKLIST

WHERE'S MY IRS REFUND?

WHERE'S MY MASS STATE REFUND?

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.




Designed by CCH Site Builder