INDIVIDUAL INCOME TAX PREPARATION
Personal Tax Preparation With Clear, Professional Support
Assistance with federal and New York State individual income tax returns for individuals and families with common personal income sources.
INDIVIDUAL TAX PREPARATION
Federal & New York State Tax Preparation
We assist individuals and families with the preparation of federal and New York State individual income tax returns using the information and tax documents you provide.
Common Income Sources
We can assist with returns that include common personal income sources, including:
- W-2 wages
- 1099 income
- Interest income
- Unemployment income
- Retirement income
Dependents & Tax Credits
Your return may include federal, New York State, and applicable New York City tax benefits based on your household, income, and qualifying dependents.
- Child Tax Credit
- Earned Income Tax Credit
- Child and Dependent Care Credit
- Education credits
- Applicable New York State and NYC credits
Federal & New York Filing
We prepare qualifying individual income tax returns based on applicable federal and New York filing requirements.
- Federal individual income tax returns
- New York State individual income tax returns
- New York City resident tax reporting, when applicable
- Electronic filing when eligible
- Document review before submission
What to Submit
Clients should provide all applicable income documents, identification, Social Security or taxpayer identification information, prior-year tax information when available, and any documents related to dependents, education, childcare, or other potential tax benefits.
READY TO GET STARTED?
Let Us Review Your Tax Documents.
Send us your tax documents securely by email and we’ll review your information to determine what is needed to prepare your federal and New York State individual income tax return.