Services

Pick what you need. Every engagement starts with a quick call.

Individual returns (Form 1040)

Federal and New York returns, W-2 to complex, including Schedule C sole proprietors and stock, crypto and property sales, with a plain-English review of your results.

Trusts and estates (Forms 1041 and 706)

Fiduciary income tax returns for trusts and estates, plus federal estate tax returns, prepared carefully for trustees, executors and families.

Partnerships and LLCs (Form 1065)

Partnership and multi-member LLC returns, with K-1s for every partner.

Corporations (Forms 1120 and 1120S)

C corporation and S corporation returns, shareholder K-1s, quarterly estimates and year-end planning.

Nonprofits (Form 990)

Annual returns for charities and nonprofit organizations, including the 990-EZ.

Bookkeeping

Monthly books and financial statements so you always know where the business stands.

Financial statement preparation and review

Compiled and reviewed financial statements for businesses, lenders and owners.

Quarterly and mid-year reviews

Check-ins on profit, cash and estimated taxes during the year so there are no surprises.

Tax planning

Year-end moves, retirement accounts and entity choice to keep more of what you earn.

Roth and SEP IRA strategies

Retirement account planning, including Roth conversions and SEP IRA setup and contributions.

IRS and NYS notices

Letter from the IRS or New York State? Send it over and we handle the response.

Payroll and sales tax

Payroll setup and filings for small teams, plus quarterly New York sales tax returns, done right and on time.