2026 Year-End Tax Planning Checklist for Port Washington Small Businesses
For a small business, year-end tax planning is most useful before December 31—not after the books are closed and the return is ready to…
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Tax preparation, bookkeeping and year-round help for business owners and individuals.Work with our CPA and EA team in Port Washington or remotely.
Stay on top of your books and taxes all year.
We prepare tax returns for S corporations, partnerships, LLCs and corporations. We also help with bookkeeping and year-round tax planning.
Keep your books current and your payroll on track. Behind on your bookkeeping? We can help you catch up.
Explore bookkeeping services →Discuss estimated payments, changing income and major purchases before it’s time to file.
Talk about tax planningWe prepare federal and state tax returns for individuals and families, including self-employment, rental and foreign income.
Get help with my taxesFederal and state returns, including investments, self-employment and rental income.
Foreign income, nonresident tax returns (Form 1040-NR) and FBAR filings.
A new job, a home sale or a change in income? Find out what it could mean for your taxes.
We’ll review the notice or missing filings with you and explain the next steps.
Work with our team by phone, email and secure client portal. Based in Port Washington, NY, serving Nassau County and Long Island.
Explore virtual tax preparation
Meet us by appointment in Port Washington, or work with us online.
Our CPA and EA team takes the time to explain your options.
You’ll know the price and what’s included before we start.
Upload documents, sign forms and communicate through a secure client portal.
For a simple individual return.
For businesses with little or no activity.
Active business returns start at $1,200.
Choose a time to speak with us by phone or meet at our Port Washington office.
Share relevant documents through our secure client portal before your consultation.
During your consultation, we’ll discuss how we can help and provide a clear quote.
For a small business, year-end tax planning is most useful before December 31—not after the books are closed and the return is ready to…
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Read article →Tell us what you need help with. We’ll explain the next steps.