• 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

Whether you're a sole proprietor, S corporation, C corporation, or partnership, your tax return should do more than check a compliance box. Work directly with a CPA to ensure your returns are filed accurately and positioned to support your overall tax strategy.

For sole proprietors, freelancers, consultants, independent contractors, and single-member LLCs.

✅ Form 1040 + Schedule C

✅ Federal return preparation and e-filing

✅ One state return included

✅ Self-employment tax review

✅ Business expense review

For businesses filing:

✅ Form 1120-S, Form 1120, or Form 1065

Includes federal return preparation, one state return, and electronic filing.

For business owners who want both returns prepared together for maximum efficiency and coordination.

✅ Form 1120-S, Form 1120, or Form 1065

✅ Form 1040 Individual Income Tax Return

✅ K-1 reporting coordination

✅ Federal and state return preparation

✅ Electronic filing

✅ CPA-Prepared Returns

✅ Fixed-Fee Pricing

✅ Secure Online Process

✅ Electronic Filing Included

✅ Personalized Service

✅ Year-Round Support Available

Self-Employed Return (1040 + Schedule C)
Starting at $795

Business Return (1120-S, 1120, or 1065)
Starting at $1,295

Business Return + Personal Return (1040)
Starting at $1,895

Schedule a Consultation Today 

Best for: U.S. taxpayers living abroad who are generally current and need one year of U.S. tax preparation.

✓ 1 Federal Individual Income Tax Return

✓ 1 State/Local Individual Income Tax Return
✓ Foreign Earned Income Exclusion analysis, when applicable
✓ Foreign Tax Credit analysis, when applicable
✓ Foreign income reporting
✓ FBAR preparation for the same year, when required
✓ CPA review
✓ Electronic filing where available
✓ Secure remote service

Best for: U.S. taxpayers living abroad who have fallen behind and need up to three years of federal and state income tax returns prepared.

✓ Up to 3 Federal Individual Income Tax Returns

✓ Up to 3 State/Local Individual Income Tax Returns

✓ Up to 6 years of applicable FBAR filings
✓ Foreign Earned Income Exclusion analysis
✓ Foreign Tax Credit analysis
✓ Foreign income reporting
✓ Initial international reporting assessment
✓ CPA review
✓ Electronic filing where available
✓ Final compliance consultation

Best for: Qualifying taxpayers who need assistance making a submission under the IRS Streamlined Filing Compliance Procedures.

✓ Up to 6 years of Federal Individual Income Tax Returns

✓ Up to 6 years of State/Local Individual Income Tax Returns
✓ Up to 6 years of applicable FBAR filings
✓ Foreign income review
✓ Foreign Earned Income Exclusion / Foreign Tax Credit analysis
✓ Form 8938 preparation, when applicable
✓ Streamlined certification preparation
✓ Review of non-willful facts and circumstances
✓ CPA review of the complete submission
✓ Final compliance consultation

We'll evaluate your circumstances before proceeding with the submission.

Some international tax situations require additional specialized reporting.

Please request a customized quote if your circumstances include:

• Foreign corporations
• Foreign partnerships
• Foreign trusts
• PFICs or foreign mutual funds
• Complex foreign pensions
• Forms 3520 or 3520-A
• Forms 5471 or 8865
• Form 8621
• Multiple foreign businesses or entities
• Willfulness concerns
• IRS examinations or investigations

Eligible taxpayers who owe back taxes and haven't filed the related returns may be able to use the New York State Voluntary Disclosure and Compliance Program. Under the program, eligible taxpayers can avoid monetary penalties and possible criminal charges by disclosing what they owe, paying the taxes, and agreeing to comply going forward. 

Eligibility matters. New York states, among other requirements, that an applicant cannot currently be under audit for the tax type and years being disclosed or have received a bill for the past-due taxes being disclosed. 

✓ Initial eligibility assessment
✓ Review of delinquent periods
✓ Voluntary disclosure strategy
✓ Preparation of the voluntary disclosure application
✓ Limited look-back evaluation, when applicable
✓ CPA representation through the disclosure process
✓ Coordination of required filings

Tax-return preparation and complex additional filings are quoted separately.

• 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
• Schedule K-1 Reporting – $150 per K-1

Additional fees may apply for multi-state, foreign, or complex K-1 reporting.

• 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