What We Offer
We focus exclusively on individual and personal tax services — no partnerships, no corporations. That focus means you get the full attention of an experienced professional who understands your situation.
We prepare accurate federal and New York State income tax returns for employees, retirees, and individuals with investment or rental income. Whether your return is straightforward or involves multiple income sources, we take the time to do it right and make sure no deduction or credit is missed.
Running your own business comes with unique tax responsibilities. We prepare Schedule C returns, calculate quarterly estimated tax payments, identify allowable deductions, and help freelancers, sole proprietors, and independent contractors stay compliant and minimize their tax burden throughout the year.
Good tax strategy happens all year — not just in April. We work with clients to review their financial picture, plan around major life events like retirement, a home purchase, or a change in income, and develop year-round strategies that reduce liability and support long-term financial peace of mind.
If a previously filed return contained errors, missed income, or overlooked deductions, an amended return may recover money owed to you or correct a filing that could draw unwanted scrutiny. We'll review past returns, identify what needs to be corrected, and handle the amended filing on your behalf.
A letter from the IRS or New York State Department of Taxation can be alarming — but many notices are routine and resolvable. We'll review the correspondence with you, explain what it means, prepare any required response, and communicate with the tax authority on your behalf to bring the matter to a close.
We prepare Form 1041 fiduciary returns for estates and trusts, helping executors and trustees meet their filing obligations accurately and on time. Whether you're administering a loved one's estate or managing an ongoing trust, we'll guide you through the process and ensure all income, deductions, and distributions are reported correctly.
Pricing
Every client's tax situation is different, and we believe your fee should reflect the complexity and time involved in your return — not a one-size-fits-all rate. Contact us for a quote and we'll give you a straightforward answer.
Request a QuoteGive us a call — we're happy to talk through your situation before you commit to anything.
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