Tax return preparation and filing
Every return is prepared by a licensed New York CPA, reviewed with you before anything is transmitted, and e-filed to the IRS and New York State. You get a copy of everything and a person to call if a letter arrives later.
Personal tax returns
Federal and New York State, prepared together so the two returns agree with each other.
W-2 and salaried returns
The straightforward case, done properly: credits and deductions you qualify for, checked against both the federal return and the New York State return.
Self-employed and 1099 income
Schedule C, home office, vehicle and equipment deductions, quarterly estimated payments, and the self-employment tax nobody warns you about in year one.
Rental property
Schedule E for owners of one house or a small portfolio, including depreciation and the passive loss rules that decide what you can actually deduct.
Investment and stock sales
Capital gains, cost basis reconstruction when the broker statement is incomplete, and crypto disposals reported the way the IRS now expects.
Multi-state and part-year returns
Moved into or out of New York during the year, or worked across the state line. Filed so you are not taxed twice on the same income.
Back taxes and unfiled years
Two years behind, or six. The work is the same: reconstruct, file the oldest first, then deal with what is owed. This is fixable.
Business tax returns
Filed for the entity you actually have, on the deadline that actually applies to it.
S-corporation returns
Form 1120-S, New York State CT-3-S, shareholder K-1s, and a reasonable-compensation position that will hold up if anyone asks.
Partnership and multi-member LLC returns
Form 1065 with partner K-1s, allocations that match the operating agreement, and the New York filing fee calculated on the right base.
Sole proprietor and single-member LLC
Schedule C filed with your personal return, plus the quarterly estimates that keep April from becoming a surprise.
Sales tax filings
New York State sales tax returns prepared and filed on the quarterly or annual schedule your certificate of authority sets.
New business setup
Entity choice with the tax consequences spelled out, EIN registration, and getting the books started correctly rather than cleaned up later.
Year-round advisory
A call before the decision instead of a return after it. Equipment purchases, hiring, owner draws, and estimated payment planning.
New York City Unincorporated Business Tax
If you run an unincorporated business in New York City, a sole proprietorship or a partnership, the city levies its own tax on that income on top of federal and state. It is separate from the New York City personal income tax withheld from a paycheck, and it has its own return, its own deadline, and its own estimated payments.
Preparers outside the five boroughs miss it regularly, and the first sign is usually a city notice with penalties already attached. The practice handles UBT filings as standard for city businesses, including the credits that reduce or eliminate the tax at lower income levels.
IRS and New York State notices
Most notices are not audits. They are matching letters, math adjustments, balance reminders, or requests for one missing form, and most have a deadline printed on them that matters more than the amount.
Bring the letter in, unopened is fine. The practice reads it, tells you plainly what it says, and responds on your behalf where a response is what it needs.
Four steps, no surprises
Talk first
A short consultation, in the office or by phone. You describe your situation, and you get a clear quote before any work starts.
Send documents
You get a checklist specific to your return so you are not guessing what to gather. Drop them off, or send them the secure way we agree on.
Preparation and review
The return is prepared and then walked through with you line by line. Nothing is transmitted until you understand it and approve it.
E-file and follow-up
Filed electronically with the IRS and New York State, with confirmation and a full copy for your records. Questions afterwards are part of the job.
Ready to get your return filed?
Book a consultation, or call and speak to the person who will actually prepare your return.