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Tax Alerts
Tax Briefing(s)
2026 Post-Filing Season Update2025 Tax Year-in-Review2025 Year-End Tax PlanningOne Big Beautiful Bill Act (Signed Into Law July 4, 2025)
Information Return Filers Must Move From FIRE to IRIS for 2027 Filing Season (IR 2026-99)
The IRS has reminded information return filers that the Filing Information Returns Electronically (FIRE) system will be retired before the 2027 filing season. Therefore, filers who currently use FIRE ...
IRS Urges Taxpayers to Protect Tax Records Before Disasters (IR 2026-104)
The IRS has reminded individuals, businesses and tax professionals to protect important tax and financial records before a disaster occurs. The reminder, issued during National Preparedness Month, exp...
IRS Highlights Online Tools for Taxpayers, Businesses and Tax Professionals (IR 2026-102)
The president has declared a federal disaster area in Washington due to wildfires that began on July 31, 2026. The disaster areas include the following county:Douglas.Taxpayers who live or have a busi...
IRS Urges Workers and Employers to Review Payroll Tax Responsibilities (IR 2026-105)
The IRS has encouraged workers and employers to review federal income tax withholding and payroll responsibilities ahead of National Payroll Week. Observed September 7 through 11, the week recognizes ...
Direct Pay Offers Free Way to Pay Federal Taxes (IR 2026-109)
The IRS reminded taxpayers with bank accounts that Direct Pay can be used to pay federal taxes from a checking or savings account. The service is available on IRS.gov, and taxpayers do not need to s...
IRS Warns of Fake Tribal Tax Credits (IR 2026-112)
The IRS warned taxpayers, tribal communities, businesses and tax professionals about promoters selling fake “Tribal Tax Credits” that do not exist under federal law. Promoters may claim these cred...
MA - Interest rates remain unchanged for the fourth quarter of 2026
The interest rates on the underpayment and overpayment of Massachusetts taxes are unchanged for the period October 1, 2026, through December 31, 2026. The rates have held steady at 6% for overpayments...

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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