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 provide bookkeeping. Year-round tax planning is available to existing clients.
Keep your books current with account reconciliations and clear financial reports. Behind on your bookkeeping? We can help you catch up.
Explore bookkeeping & accounting →For existing clients: discuss estimated payments, changing income and major purchases before filing.
Explore tax planningWe prepare federal and state tax returns for individuals and families, including self-employment, rental and foreign income.
Federal and state tax returns, including wages, investments and common deductions and credits.
Tax preparation for freelancers, independent contractors and sole proprietors.
Help reporting rental income, expenses and property sales.
Multistate income, foreign income or an IRS notice? We’ll discuss how we can help.
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.
Before your appointment, please upload your prior-year tax return and relevant documents through our secure client portal so we can prepare for the meeting.
During your consultation, we’ll discuss your needs and the proposed services. We’ll confirm the scope and price before you decide to proceed.
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Read article →Tell us what you need help with. We’ll explain the next steps.
