Water Street Tax Associates & CPAs

Water Street Tax Associates & CPAs is an Accountant in Boston, MA. The firm provides individual and business tax preparation, strategic tax planning, and IRS and state representation. Specialties include complex stock compensation issues involving Incentive Stock Options, Non-qualifying Stock Options, Restricted Stock Units, and Employee Stock Purchase Plans, as well as multi-state filings and trust returns. The firm also offers the Taxes at Work program for on-site employee tax services and a specialized Taxes Abroad service for U.S. expatriates and foreign nationals. It holds a rating of 4.00 based on customer reviews. The practice employs a holistic approach to tax preparation, focusing on open communication and understanding each client’s specific situation to achieve the best-case tax scenario. The team utilizes a secure digital portal for safe document uploads and digital PDF access to completed returns. The firm emphasizes long-term client relationships and efficient service over low-cost, high-volume filing. The team includes Michael, who has over 25 years of experience and founded the firm in 2007 after careers at Coopers & Lybrand and Arthur Andersen. He specializes in U.S. expatriate tax and complex high-net-worth returns. Ed, who has worked with the firm since 2008, brings over 30 years of experience in personal tax and financial planning analysis. Tricia, a CPA with over 25 years of experience, specializes in corporate and individual tax compliance, planning, and research, with a focus on expatriate and foreign national returns. The business maintains a positive rating from the customers who have reviewed it, reflecting a reputation for thoroughness and personalized service. The firm is known for handling complicated tax scenarios, including IRS representation and multi-state filings, with a level of expertise often associated with larger accounting firms. Water Street Tax Associates & CPAs brings specialized expertise in expatriate and complex tax matters to the Boston accounting community.

BizScoreAI gives Water Street Tax Associates & CPAs a Content Quality score of 100 out of 100, which means the website clearly answers customer questions and describes its pages so AI assistants can quote the content directly. The firm earns a Technical score of 96 out of 100.

Services:

• Expatriate Tax Services
• Specialized Tax Services
• Stock Options Consulting
• Tax Preparation
• Taxes at Work Program