Tax Return Filings

---

Tax Return Filings

• A complimentary Tax Planning Analysis (valued at $99)
• A secure Client Portal for document upload/download
• A comprehensive initial assessment of your tax situation 
• One federal income tax return
• One state income tax return
• One New York City Tax Return or District of Columbia Tax Return, if applicable
• Light bookkeeping
• A status update via email or if necessary, a 20-minute check-in meeting prior to assembling your tax returns
• One digital copy of each e-filed tax return
• Safe harbor estimated tax calculations, if applicable
• Payment instructions and vouchers, if applicable
• Adjusting journal entries for you to post, if applicable (For business only)
• A 2nd status update provided when your tax returns enter the "Final Review" stage
• A final check-in meeting to discuss your completed returns prior to filing

Feel comfortable and want to expedite the filing of your tax returns? Click here to access our Client Portal: ACCESS PORTAL

Prefer to contact our office to setup an intro phone call instead? Click below to email your contact information and state the specific service, "Business Tax Prep" or "Personal Tax Prep" We will respond by the close of our business day (9PM EST) regarding next steps!