Our Services

01.

Personal Income Tax Preparation

Full‑service preparation of federal and state individual tax returns (Form 1040, dependents, credits, and deductions).

 

02.

Small Business Tax Preparation

Tax returns for sole proprietors, partnerships, LLCs, S‑Corps, and other small‑business structures.

 

03.

Quarterly Estimated Tax Planning & Filing

Help clients calculate and file estimated tax payments to avoid penalties and stay compliant.

 

04.

Tax‑Debt Resolution & IRS/NYS Representation

Assistance with unfiled returns, notices, payment plans, and representation before the IRS or New York State.

 

05.

Tax Credit & Deduction Optimization

Strategic review to identify missed credits (e.g., EITC, child credits, education, small‑business deductions) and maximize savings.

 

06.

Record‑Organization & Tax Readiness Reviews

Year‑round check‑ups and help organizing receipts, mileage, home‑office records, and bank statements for faster, cleaner filings.

 

07.

Business Structure & Entity Selection Guidance

Consulting on choosing the right business structure (sole proprietor, LLC, S‑Corp, etc.) and how it impacts taxes and liabilities.

 

08.

Payroll & Self‑Employment Tax Support

Guidance on self‑employment tax, household‑employee payroll, and basic payroll‑tax reporting for small‑business owners.

 

09.

Tax Planning & Year‑End Strategy Sessions

One‑on‑one planning sessions to project next‑year tax liability, lower taxable income, and align tax goals with business or personal growth plans.