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Tax Alerts
Tax Briefing(s)
2026 Year-End Tax Planning2026 Post-Filing Season UpdateOne Big Beautiful Bill Act (Signed Into Law July 4, 2025)
IRS Begins Issuing Automatic Adoption Tax Credit Refunds (IR-2026-123)
The IRS has begun issuing refunds to more than 50,000 taxpayers who benefited from the adoption tax credit carryforward from prior years. Most eligible taxpayers are expected to receive their refunds ...
IRS Extends Relief for Taxpayers Affected by Terrorist Action in Israel; Deadlines Postponed (Notice 2026-63; IR 2026-116)
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 2025 and 2026. Affected taxpayers have until Septemb...
IRS Urges Taxpayers to Strengthen Cybersecurity Practices (IR 2026-119)
The IRS has encouraged taxpayers, tax professionals and organizations to improve their online security during Cybersecurity Awareness Month. To help protect sensitive information, the IRS, the Cyberse...
IRS Launches Mobile App Expanding Access to Refund, Payment, Transcript, and Individual Online Account Services (IR 2026-114)
The IRS announced a new free mobile app that replaces IRS2Go and expands secure mobile access to selected Individual Online Account services for taxpayers. Beginning September 25, 2026, users can sign...
Final Regulations Issued Increasing the User Fee on an Estate Tax Closing Letter (TD 10055)
The IRS finalized regulations increasing the user fee imposed on a request for the issuance of an estate tax closing letter (IRS Letter 627) to $76. The increased fee applies to requests for estate ta...
MA - Two month suspension for gas and diesel tax proposed
Massachusetts Governor Maura Healey proposed legislation to suspend the state's 24¢ per-gallon motor fuels tax on gas and diesel for two months beginning seven days after the bill is signed. The legi...

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?

2025 SINGLE FILER ENGAGEMENT LETTER

2025 MARRIED FILING JOINTLY ENGAGEMENT LETTER

2025 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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