Service · Individuals & Businesses
Tax Preparation & Planning
Accurate, on-time filings for individuals, families, and businesses — and a plan that keeps you ahead of next year, not just caught up on this one.
Taxes done right, and planned ahead
Every return we prepare is handled by a licensed professional and reviewed before it's filed. We work with W-2 employees, freelancers and gig workers, landlords, and business owners of every structure — S corporations, C corporations, partnerships, and sole proprietors.
Because we operate in both New York and Texas, multi-state situations are routine for us: moving between states mid-year, running a business in one state while living in another, or managing NY's state and city taxes alongside Texas's very different rules.
The planning side is where we save clients the most. We look at your numbers before year-end — retirement contributions, entity elections, timing of income and expenses, estimated payments — so April holds no surprises.
What's included
- Individual returns (Form 1040)
- Business returns — S-corp, C-corp, partnership
- Multi-state filings, including NY & TX
- Quarterly estimated tax calculations
- Amended and prior-year returns
- Year-round tax planning & projections
Ready to get your taxes off your plate?
Send us last year's return and we'll tell you exactly what we'd do differently — no obligation.
Request a Consultation