Services
What We Can Do For You
Every return is handled personally from the first document to the final submission. We take the time to understand your situation before we prepare anything — and we explain everything before we file.
W-2 Return — $250
Federal 1040 and NY State IT-201 for employees with up to 3 W-2s. No hidden fees — unlike chain retailers. Includes a full tax credit eligibility review, deduction review, and a complete walkthrough of your return before it is filed.
W-2 Return — Itemized Deductions — custom quote
For clients with mortgage interest, charitable contributions, medical expenses, property taxes, or other itemized deductions. We review everything carefully to make sure you are claiming what you are owed.
Self-Employed Return — pricing after review
For sole proprietors, freelancers, contractors, and 1099 earners. Every situation is different — reach out and we'll review your specifics before quoting a price. Schedule C preparation, business deduction review, self-employment tax calculation, and quarterly payment guidance — all included.
Late & Back-Year Returns — same as current-year pricing
One missed year or several — handled without judgment. Priced the same as a comparable current-year return, per year, unless additional paperwork or reconstruction work is needed. We reconstruct what is missing, prepare every year properly, and get you current with both federal and NY State. Many late filers are owed a refund.
What Every Return Includes
Preparation Is the Beginning, Not the End
Your return includes more than a filled-out form. From document collection to IRS acceptance confirmation, we handle every step personally.
Full Return Preparation
Federal and NY State returns carefully prepared using Drake Software — the #1 ranked professional tax platform — and reviewed for accuracy before anything is submitted.
Return Walkthrough
Before your return is filed, we walk through every significant line with you — what it means, why it is there, and whether anything needs your attention.
IRS e-file Submission
Your return is filed electronically through the IRS e-file system by an authorized provider — with confirmation of acceptance sent to you directly.
Complete Copy for Your Records
You receive a full copy of everything submitted — federal return, NY State return, all schedules, and your IRS acceptance confirmation.
Next-Year Document Guidance
After filing, we tell you exactly what records to keep for next year — specific to your situation — so the process is smoother and your deductions are better documented.
NY State Notice Support
If NY State sends a notice or inquiry about a return we prepared, we respond on your behalf — no additional charge for returns we filed.