What's included
- Federal Form 1040 preparation and e-filing
- New York State returns, including New York City tax — plus state returns in all 50 states for clients nationwide
- A review of credits you may qualify for, such as the Earned Income Tax Credit and Child Tax Credit
- Direct deposit setup so your refund arrives faster
- Prior-year and amended returns
Income we handle
- W-2 wages, including more than one job
- 1099-NEC and 1099-K self-employment and app-based income
- Interest, dividends and investment sales
- Unemployment benefits
- Retirement distributions and Social Security
- Rental income
What to have ready
We'll confirm your exact list when we talk. Most clients need:
- Photo ID for you, and your spouse if filing jointly
- Social Security cards or ITIN letters for everyone on the return
- All W-2s and 1099s you received
- Last year's tax return
- Form 1098 (mortgage interest) and 1098-T (tuition), if you have them
- Childcare provider's name, address and tax ID
- Form 1095-A, if you had Marketplace health insurance
- Bank routing and account number for direct deposit
Please don't email your Social Security number or tax forms. After we talk, we'll tell you exactly how to send your documents.
Common questions
Can I file without coming to the office?
Yes. We work with clients across the U.S. remotely. Call us first and we'll explain exactly how to send your documents.
I didn't file last year. Can you help?
Yes, we prepare prior-year returns. Filing sooner usually limits penalties and interest, and if you're owed a refund there is a time limit — generally three years — to claim it.
How much does it cost?
It depends on how many forms and income types are involved. Call us for a free quote — there's no obligation.