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Water Street Associates

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Overview

$1,000+

Min Project Size

2 - 9

Employees

2007

Year Founded

ABOUT WATER STREET ASSOCIATES

Holistic Accounting

Water Street Associates, established in 2007, aims to deliver exceptional tax preparation services to clients worldwide. Catering to both individuals and businesses, the firm has garnered a stellar reputation, attracting leading clients from diverse sectors such as high technology, biotechnology, IT, and medical services, as well as expatriates living overseas who need tailored assistance. Our expertise includes stock compensation, RSUs, ESPPs, NQLs, ISOs, and the tax planning associated with these topics.

Languages Spoken
English
HIGHLIGHTS

$1,000+

Min Project Size

2 - 9

Employees

2007

Year Founded

Services
Focus
Industries
Clients
Services Provided
59% Tax Preparation Services
25% Tax Planning
16% Accounting Services

About the Team

OUR STORY
Water Street Associates, founded in 2007 by Michael, a seasoned tax expert with over 25 years in full-service tax preparation, specializes in US expatriate and complex tax returns. Michael's background includes prestigious roles at Coopers & Lybrand and Arthur Andersen, with international assignments enriching his expertise in high-net-worth individual and expatriate tax matters. Alongside Michael, Ed brings over 30 years of experience focusing on multi-state and high-net-worth individual taxes, coupled with corporate financial expertise. Tricia, a CPA with 25 years in corporate and individual tax, contributes strong analytical skills from her tenure at Coopers & Lybrand and PerkinElmer. Corrine offers 25 years in accounting and tax services for diverse clients, while Didi enhances operations and marketing efforts. Collectively, the team

Projects & Clients

Project Size & Rate

Minimum Project Size

$1,000+

Locations

Headquarters

117 Water Street

Boston, Massachusetts, United States 02109
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