Pricing for Tax Prep & Planning for Individuals & Businesses

• Federal, State, and Local
• Standard Itemized Deductions & Credit Optimization
• W-2 Income Reporting
• Basic 1099 Income (Interest, Dividends, Miscellaneous)

Professional tax preparation combined with proactive tax planning recommendations to help you stay compliant, minimize taxes, and make informed financial decisions throughout the year.

✔ Federal, State & Local Tax Return Preparation

✔ Standard & Itemized Deduction Optimization

✔ Tax Credit Review & Optimization

✔ W-2 Income Reporting

✔ Basic 1099 Income Reporting (Interest, Dividends & Miscellaneous Income)

✔ Electronic Filing

✔ Secure Client Portal

✔ Tax Return Retention

✔ Personalized Tax Savings Recommendations

✔ Withholding Analysis

✔ Estimated Tax Payment Recommendations

✔ Capital Gain Tax Planning Opportunities

✔ Retirement Contribution Planning Opportunities

✔ Year-End Tax Planning Strategies

✔ Multi-Year Tax Planning Considerations

✔ IRS, State & Local Tax Compliance Recommendations

✔ Employees (W-2)

✔ Retirees

✔ Investors

✔ Professionals

✔ Business Owners

✔ High-Income Individuals

Turn recommendations into action with personalized implementation support.

✔ Estimated Tax Payment Setup

✔ Tax Strategy Execution Assistance

✔ Retirement Plan Coordination

✔ IRS, State & Local Compliance Guidance

✔ Ongoing Tax Projections

✔ Year-Round Tax Advisory Support

Align your tax strategy with your long-term financial and wealth-building objectives.

✔ Tax-Aware Financial Planning

✔ Tax-Efficient Investment Strategies

✔ Retirement Income Tax Planning

✔ Estate & Trust Planning Coordination

✔ Distribution Strategy Analysis

✔ Coordination with Financial Advisors

✔ Long-Term Tax Reduction Strategies

• Freelancer & Self-Employment Income (1099-NEC) – From: $150 to $300
• Rental Property Tax Reporting – From: $200 to $400
• Multi-State Individual Tax Filing – From: $200 to $400 per additional state
• Amended Tax Returns – From: $150 to $300
• IRS Correspondence & Resolution – From: $300 to $600
• Year-End Tax Planning – From: $200 to $350

• RSU (Restricted Stock Units) Reporting – From: $250 to $450
• ISO (Incentive Stock Options) Strategy & Filing – From: $300 to $500
• NSO (Non-Qualified Stock Options) Reporting – From: $250 to $450
• Stock Sales & Brokerage Account Reporting – From: $200 to $400

• Crypto & Digital Currency Tax Filing – From: $300 to $600
• NFT & Tokenized Asset Reporting – From: $250 to $500

• State and Local Tax (SALT) Optimization – From: $250 to $450
• High-Income Tax Strategy Consultation – From: $350 to $600

• Self-Employment Activities with Personal 1040- $600
• Corporate Tax Return Filing (Form 1120) – $790
• S-Corporation Tax Filing (Form 1120S) – $790
• Partnership Tax Returns (Form 1065) – $790
• LLC Tax Preparation – From: $550 to $850
• State and Local Tax (SALT) Compliance – Included
• Estimated Tax Payments & Planning – From: $200 to $400 per session
• Business Deductions & Credits Optimization – Included
• IRS & NYS Audit Support – From: $750 to $1,500
• Year-End Tax Planning – From: $350 to $600
• Multi-State Tax Filing – From: $200 to $400 per additional state

Maximize your tax savings and stay compliant with expert CPA-led tax planning services. Whether you're just starting out or managing complex financials, our packages are designed to meet your needs and help you thrive in New York City’s dynamic business environment.

Perfect for individuals, freelancers, and new business owners.

Price: $750 one-time or $150/month
Includes:

• Basic income tax strategy session
• Entity structure review (LLC vs. S-Corp)
• Estimated tax calculation & filing guidance
• NYC-specific deductions & credits
• One-on-one consultation (1 hour)

Ideal for established businesses, high-income individuals, and investors.

Price: $2,500 one-time or $500/month
Includes:

• Comprehensive tax strategy & optimization
• Multi-entity tax planning
• Retirement & investment tax strategies
• Audit risk reduction planning
• Quarterly tax reviews & updates
• Dedicated CPA support