Water Street Tax Associates & CPAs

Water Street Tax Associates & CPAs is a tax preparation service in Boston, Massachusetts, specializing in complex individual and business tax matters with a focus on expatriate tax, stock compensation, and multi-state filings. The firm serves clients across the United States through virtual consultations, offering personalized tax planning and preparation services tailored to high-net-worth individuals, remote workers, and U.S. citizens living abroad. Their signature Taxes at Work™ program delivers professional tax preparation directly to employees at their workplaces, while their secure digital portal enables safe, convenient document sharing and return access. With a 4.00 rating based on customer reviews, the firm emphasizes stress-free tax seasons through expert guidance and clear communication.

The firm’s team of CPAs, led by Managing Director and Founder Michael Kaplanidis, brings over 25 years of experience, including prior roles at major accounting firms such as Coopers & Lybrand and Arthur Andersen. Their expertise spans incentive stock options (ISOs), non-qualified stock options (NSOs), restricted stock units (RSUs), employee stock purchase plans (ESPPs), and foreign national tax returns. The firm’s approach is holistic, focusing on understanding each client’s unique financial situation to develop optimal tax strategies. They offer strategic tax planning, IRS and state representation, and assistance with determining state of residency, particularly relevant in the era of remote work.

Water Street Tax Associates & CPAs is located at 117 Water Street in Boston, MA, a central address in the city’s financial district. The firm operates virtually across multiple U.S. locations, including Boston, San Francisco, Washington DC, Austin, and Palm Beach, serving clients nationwide through secure digital channels. While no nearby landmarks are listed, the firm’s presence on Water Street places it within Boston’s core business and financial area.

Known for its expertise in expatriate and stock compensation tax issues, the firm stands out as a trusted advisor for clients navigating complex tax environments. Their commitment to personalized service, combined with deep technical knowledge, makes them a reliable partner for individuals and professionals with intricate tax needs in Boston and beyond.

Services:

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