Complex tax matters handled with professionalism and compassion

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

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