Menu
  • Home
  • Firm Profile
  • IMPORTANT Links
  • Client Services
  • Financial Tools
  • Contact Us- Get Directions
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)
2025 Post-Filing Season Update2024 Tax Year in Review2024 Post-Election Tax Policy Update
Earned Income Tax Credit Marks 50th Year Aiding Working Families (IR-2025-38)
The IRS acknowledged the 50th anniversary of the Earned Income Tax Credit (EITC), which has helped lift millions of working families out of poverty since its inception. Signed into law by President ...
Applicable Terminal Charge and SIFL Rates for Determining Value of Noncommercial Flights on Employer-Provided Aircraft Issued (Rev. Rul. 2025-09)
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 ...
IRS Urges Taxpayers To Review Withholding Early To Avoid Surprises Next Filing Season (IR-2025-52)
The IRS is encouraging individuals to review their tax withholding now to avoid unexpected bills or large refunds when filing their 2025 returns next year. Because income tax operates on a pay-as-you-...
IRS Whistleblower Office Unveils First Multi-Year Operating Plan To Strengthen Program Oversight (IR 2025-40)
The IRS has reminded individual taxpayers that they do not need to wait until April 15 to file their 2024 tax returns. Those who owe but cannot pay in full should still file by the deadline to avoid t...
MA - Interest rates hold steady for the second quarter of 2025
The interest rates on the underpayment and overpayment of Massachusetts taxes are unchanged for the period April 1, 2025, through June 30, 2025.The rate for overpayments is 6%; andThe rate for underpa...

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.




Designed by CCH Site Builder