The IRS reminded low- and moderate-income taxpayers to save for retirement now and possibly earn a tax credit in 2025 and future years through the Saver’s Credit. The Retirement Savings Contribution...
The IRS and Security Summit partners issued a consumer alert regarding the increasing risk of misleading tax advice on social media, which caused people to file inaccurate tax returns. To avoid mist...
The IRS and the Security Summit partners encouraged taxpayers to join the Identity Protection Personal Identification Number (IP PIN) program at the start of the 2025 tax season. IP PINs are availabl...
The IRS warned taxpayers to avoid promoters of fraudulent tax schemes involving donations of ownership interests in closely held businesses, sometimes marketed as "Charitable LLCs." Participating in...
The IRS, along with Security Summit partners, urged businesses and individual taxpayers to update their security measures and practices to protect against identity theft targeting financial data. Th...
The IRS has issued its 2024 Required Amendments List (2024 RA List) for individually designed employee retirement plans. RA Lists apply to both Code Secs. 401(a) and 403(b) individually designed p...
The interest rates on the underpayment and overpayment of Massachusetts taxes are decreased for the period January 1, 2025, through March 31, 2025.The rate for overpayments is 6% (previously, 7%).The ...
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
2024 MARRIED FILING JOINTLY ENGAGEMENT LETTER
2024 BUSINESS ENGAGEMENT LETTER