Individual tax preparation
Federal and New York tax preparation with a careful review of the documents you provide.
- W-2 and 1099 income
- Credits and deductions review
- Prior-year and amended returns — ask in office
Our services
Services for real life and business.
Every tax situation is different. We help organize the documents, understand the requirements, and move forward with a filing plan that fits your situation.
Business & self-employed taxes
Support organizing income, expenses, and tax forms for independent work and small-business filings.
- Schedule C for self-employed filers
- Small business and corporate filings
- Rideshare, delivery and freelance income
ITIN & document guidance
Help understanding the paperwork needed for ITIN-related tax filing and document preparation.
- New ITIN applications with a tax return
- ITIN renewals
- Document checklist before you file
Bookkeeping
Ongoing bookkeeping support so your records stay clean, organized, and ready at tax time.
- Income and expense tracking
- Records organized for tax season
Payroll
Payroll support for small businesses, with filings and deposits handled on schedule.
- Payroll setup for small employers
- Quarterly payroll filings
Sales tax filing support
Guidance for New York sales tax returns, records, filing periods, and online account steps.
- Monthly, quarterly and annual filers
- Records and filing-period guidance
Notary public
Notary public services for affidavits, acknowledgments, oaths, and other documents that need an official stamp.
- Bring a valid photo ID
- Call ahead to confirm availability
Immigration assistance & translations
Help preparing immigration forms and documents, plus translation support. We are not attorneys and do not provide legal advice.
- Form preparation assistance
- Document translations — ask in office for languages
What to bring
Bring the right documents.
Your exact list may vary, but these items are a helpful place to start. Call us and we'll tell you what applies to your situation.
- ✓Photo ID and Social Security cards (or ITIN) for you, your spouse and dependents
- ✓Income forms — W-2, 1099, and any other income records
- ✓Last year's tax return, if you have it
- ✓Business income and expense records, if self-employed
- ✓Any letters from the IRS or New York State
Not sure which service you need?
A quick call is the best first step — tell us your situation and we'll point you the right way.