Pick what you need. Every engagement starts with a quick call.
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.
Fiduciary income tax returns for trusts and estates, plus federal estate tax returns, prepared carefully for trustees, executors and families.
Partnership and multi-member LLC returns, with K-1s for every partner.
C corporation and S corporation returns, shareholder K-1s, quarterly estimates and year-end planning.
Annual returns for charities and nonprofit organizations, including the 990-EZ.
Monthly books and financial statements so you always know where the business stands.
Compiled and reviewed financial statements for businesses, lenders and owners.
Check-ins on profit, cash and estimated taxes during the year so there are no surprises.
Year-end moves, retirement accounts and entity choice to keep more of what you earn.
Retirement account planning, including Roth conversions and SEP IRA setup and contributions.
Letter from the IRS or New York State? Send it over and we handle the response.
Payroll setup and filings for small teams, plus quarterly New York sales tax returns, done right and on time.