Water Street Associates

San Francisco, United States

5

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3 reviews

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Description

Specialties

Expert team of CPAs offering personalized tax service for businesses and individuals, including various stock transactions, i.e., ISOs, NQSOs, Restricted Stock Units (RSU), Employee Stock Purchase Plans (ESPP), and US expatriate and Foreign National tax issues. Tax planning and preparation, year-​end planning, amendments, multi-​state filings and IRS representation. We grow alongside our clients regardless of where they are located utilizing our secure online portal.

History

Established in 2007.

Water Street Associates goes above and beyond seasonal tax preparation by proactively helping clients meet their financial tax goals and objectives. We are not a typical accounting firm; we carefully examine your situation and offer professional tax advice for your unique set of circumstances.

We specialize in complex tax preparation, including multi state, trust returns, partnerships, SCorps, IRS representation, stock options, FBARs, expat returns, and more. For your convenience, we can easily service your tax needs through our secure digital portal so you can enjoy a fast, easy, and stress free tax season.

Our team of CPAs and tax professionals have solid Big-​4 experience and work diligently to bring you the best results possible for your specific tax scenario.

Water Street Associates has offices in Boston and South Florida in addition to our SoMa location.

Meet the Business Owner

Michael K.

Business Owner

Michael Kaplanidis, CPA, has over twenty years of experience in full service tax preparation, specializing in US expat tax and complex returns. With experience in PwC and Arthur Andersen prior to founding Water Street Associates in 2007, Michael and his team believe in establishing long term relationships with their clients.

Specialties include complex tax returns (multi-​state, stock options, trust returns, rental properties, etc.), as well as expatriate and foreign national tax.

By approaching tax service holistically, Water Street takes the time to understand the needs and goals of their clients in order to provide the best case scenario for each particular tax situation.

Giving back to the community is a priority for Michael; he ran the Boston Marathon in 2012, 2013 and 2014 to raise money for inner city high school students.