Michael Kaplanidis and Trish McCabe have been diligently organizing complex tax matters for me since
2011. I am a U.S./U.K dual citizen filing in both countries. Not only have Michael and Trish navigated
the tax implications of some complicated changes in my investments on both sides of The Pond when I
returned to live in the United Kingdom in 2016, but they have done so with compassion while I dealt
with a family bereavement and my own significant ill-health. Michael even identified a deduction that
my U.K. tax accountant had omitted when preparing the return for my u.k. inheritance tax. This year,
Trish went the extra mile and expertly solved a thorny problem by unearthing an obscure deduction to
offset a capital gain. Michael and Trish also liaise with my portfolio manager and tax accountant here in
the u.k making things as seamless as possible. It is my pleasure to write this review for Water Street
Associates – they are a rare find.

— Jane Lesley, United Kingdom, May 10, 2019

Thank you very much for your help and patience during this stressful time of the year.

– Anais & Vincent

By the way, I am not sure if you are a Patriots fan or not but you have been the “Tom Brady of accountants” for us.

Thanks again.

– Matt

Not only were they efficient and enjoyable to work with, but they found us $1 000s of dollars of savings that we had missed by preparing our own taxes. The refunds — both current year and in amended returns from earlier years — was the icing on the cake of a great experience. I can almost say I am looking forward to this year’s tax season with the
help of Water Street Associates.’ Thanks,

– Gillian

My experience with Michael and Trish at Water Street Associates has been outstanding. They are extremely knowledgeable, efficient and thorough. Michael took the time to answer my questions and review previous returns where he
found errors. I am grateful for their level of service and expertise and I look forward to working with them again.

– Siobhan

l can’t tell you what a stress reducer it is to know that I’ve finally found a great tax solution for myself.”

-Shawn

Unlike some of the larger tax preparation companies, Water Street takes a personalized approach no matter how
small the client. Most of all, in Water Street I feel as though I have a partner in my financial odyssey. And that is a feel
ing I have never had.

– David

I just wanted to let you know how very much we appreciated the personal tax service that you offered our employees this year… it was great to get our returns done in just a matter of hours!”

– Gerry