What types of tax services do you offer?

We provide comprehensive tax preparation, planning, and consulting for individuals, freelancers, families, and small businesses.

How do I get started with Waterside Tax Services?

Simply contact us and answer a few questions about your tax needs and we’ll provide you with a personalized quote.

How does pricing work?

We understand surprise pricing is one of the biggest frustrations people have with big chains.  That’s why we use clear, upfront flat-rate pricing. You’ll know the exact cost before we start, and we’ll never add anything without discussing it with you first.

Is my information kept confidential and secure?

Absolutely, we prioritize your privacy and use secure systems to protect your sensitive tax information. We use an encrypted client portal, strict access controls, and audit trails.

Who will I work with?

A dedicated U.S. tax professional will manage your tax return preparation and review, while our global team handles the data entry behind the scenes.

What if I used DIY software before?

Perfect. We’re designed for people who’ve outgrown DIY tools or want a more personal touch.

I can do my taxes myself for cheaper?

Absolutely — DIY software works fine for very simple returns. But most people don’t realize how many deductions or credits they’re missing until a professional reviews their situation. We don’t just file the return; we look for opportunities to save you money, prevent mistakes, and help you plan ahead.  Many clients actually end up saving more in taxes than they spend on preparation — and they get peace of mind knowing everything was handled correctly.

Are you fully online?

Yes.  We offer full-service, professional tax preparation—no office visit required. Simply upload your documents securely from home and meet with your accountant by phone or video.

How fast is turnaround?

You can expect a fast, efficient turnaround — without the long waits common at larger firms. Once all of your documents are received, our team gets right to work. Our streamlined workflow ensures your return keeps moving and never sits in a backlog. While complex filings or peak-season volume may take a bit longer, we’re transparent every step of the way.

Do you offer bookkeeping / financial advice / entity planning / retirement planning / IRS representation?

No. We focus strictly on tax preparation, filing, and tax-scoped support. We do not provide bookkeeping, financial advice, entity/structure planning, retirement planning, or representation/resolution services for tax disputes or government notices.

Do you handle multi-state returns?

Yes.  Multi-state returns are an add-on. We’ll confirm scope and price up front.

My situation is complicated; can you handle it?

We specialize in complex situations — freelancers, small businesses, multiple income types, investments, rental properties, and more.  Before we begin, we’ll walk through your situation together and make sure we understand every detail.

Will you do tax planning?

We provide tax planning directly tied to preparing your return (e.g., year-end posture, estimated taxes). We don’t provide general financial planning or investment advice.

What if I find an error later?

Tell us — we’ll correct any mistakes we made. Refunds or price adjustments are handled per the engagement terms.

I’ve had bad experiences with tax firms in the past, what makes Waterside Tax Services different?

That’s more common than you’d think — many of our clients come to us after feeling rushed, overcharged, or ignored elsewhere.

At Waterside, we combine personal attention with efficient technology to make the tax process simple and stress-free and without the big-firm runaround.  We use flat, upfront pricing and every return is reviewed by multiple experienced professionals. Our secure portal makes it easy to send documents, and returns are completed quickly once you send us all your documents. We work with individuals, families, freelancers, and small businesses, and we’ll help you understand everything before we file.