Tax Preparation Services
We prepare personal and small business tax returns for clients across Westchester County, the Bronx and New York State. That includes individual returns, self-employment and Schedule C income, rental property, LLCs, partnerships and S corporations, multi-state filings, amended returns and responses to IRS and New York State notices.
Returns we prepare
- Individual and family returns, including part-year and multi-state filings
- Self-employed, freelance and Schedule C returns
- LLC, partnership and S corporation business returns
- Rental property and owner-occupied two-family homes
- Amended returns to correct errors on prior filings
- IRS and New York State notice responses and resolution
What working with us looks like
We quote the fee before we start, based on the complexity of the return rather than the size of your refund. Documents can be dropped at our White Plains office or sent securely online. We review the prior two or three years for anything that was missed, because amended returns are one of the more common places we find money for new clients.
Frequently asked questions
What documents do I need to bring?
At minimum: photo ID, Social Security numbers for everyone on the return, all W-2 and 1099 forms, last year's return, and records of any deductible expenses. Business owners should add income and expense records, and property owners should add mortgage interest and property tax statements.
Can you fix a return someone else prepared?
Yes. We review prior year returns for new clients as a matter of course, and amended returns can generally still be filed for recent years. Missed credits and incorrectly applied city taxes are the two things we recover most often.
Do you handle IRS letters and notices?
Yes. If you have received a notice from the IRS or New York State, bring it in or call us at (646) 917-7714. Most notices have a response deadline, so it is worth acting quickly rather than waiting.