Tax Preparation & Compliance

Professional Tax Services That Work With Your Financial Plan

Year-round tax strategy integrated with your CFO services for maximum cash flow retention. Individual and business returns prepared by licensed professionals.

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Professional Credentials

IRS-Registered Tax Preparer (PTIN)
Licensed CPA
Illinois State Licensed
Continuing Education Current

Tax Service Tiers

Choose the level of service that fits your situation

Individual Returns

From $350

W-2 and 1099 income
Standard deductions
Investment income (1099-DIV, 1099-INT)
Federal and state filing
E-file with direct deposit
Year-round support

Ideal for: Employees, retirees, and simple investment portfolios

Self-Employed & Rental

From $650

Everything in Individual tier
Schedule C (self-employment)
Schedule E (rental income)
Home office deductions
Quarterly estimated taxes
Deduction optimization

Ideal for: Freelancers, contractors, landlords

Business Returns

From $1,200

S-Corp, C-Corp, LLC returns
Partnership returns (Form 1065)
Payroll tax compliance
Multi-state filings
K-1 preparation
Year-round tax planning

Ideal for: Small businesses, startups, professional practices

Pricing varies based on complexity. Final quote provided after initial consultation.

Document Checklist

Gather these documents before your tax preparation appointment

Personal Information

Government-issued ID
Social Security cards (all filers)
Prior year tax return
Bank account info (for direct deposit)
IP PIN (if issued by IRS)

Income Documents

W-2 forms (all employers)
1099-NEC/MISC (contract work)
1099-INT/DIV (investments)
1099-B (stock sales)
K-1 forms (partnerships)
Rental income records
Crypto transaction history

Deduction Documents

1098 (mortgage interest)
Property tax statements
Charitable donation receipts
Medical expense records
Business expense receipts
Home office measurements

Specialized Tax Services

Rental Property

Depreciation, repairs, passive activity rules, and cost segregation strategies

Crypto & Digital Assets

NFT sales, DeFi income, staking rewards, and proper cost basis tracking

Multi-State Returns

State tax credits, income allocation, and avoiding double taxation

Audit Support Services

IRS correspondence, audit representation, and penalty abatement

Tax Services by Location

New York

NYC, Long Island, Westchester, and all NY counties. Specialists in NYC resident taxes and rental income.

NY Tax Services

New Jersey

All NJ counties with expertise in multi-state returns for NY commuters and property tax deductions.

NJ Tax Services

Ready to Get Started?

Schedule a free consultation to discuss your tax situation and get a custom quote.

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