Core Service

Tax Preparation

Full preparation and e-filing of federal and New York tax returns, plus year-round support for individuals and small businesses. Personalized, accurate, and handled with complete confidentiality.

Tax Prep · In-Office

Personal Tax Filing

Full preparation and e-filing of federal and New York (or your state) tax returns.
Verify eligibility and filing status (single, married, head of household, etc.).
Identify and apply relevant credits and deductions on your behalf.
Review and explain your refund or balance due in plain language.

Income Tax Assistance

Explain basic tax concepts and how your return was prepared.
Answer “what-if” questions about income, refunds, or penalties.
Help you understand letters or notices from the IRS or state in simple terms — and suggest next steps.

Tax Document Organization

Help you sort and label income documents (W-2s, 1099s, K-1s, 1099-G, etc.).
Organize expense and deduction records (charity, medical, education, business, etc.).
Set up a simple filing system — digital or physical — so future tax seasons are faster.

Tax Form Help

Explain which forms you need (Form 1040, schedules, state forms, etc.).
Help you read and understand the forms you fill out.
Walk through examples of how income is reported on each key form.

Tax Planning

Year-round planning such as adjusting withholding or estimated payments.
Estimate and plan quarterly payments if you have side income or self-employment.
Basic strategies to reduce tax stress each year — timing income/expenses, saving properly, etc.

ITIN Application

Help you apply for an Individual Taxpayer Identification Number (ITIN).
Review your passport, birth certificate, or other ID documents before submission.
Explain the process, timelines, and what to expect after applying.
Good to know: a valid passport is the only document accepted on its own (otherwise you need two approved IDs), and an ITIN not used on a tax return for 3 straight years expires — we check yours and renew it if needed. The IRS charges no fee for an ITIN.

IRS & State Account Assistance

IRS online account help — create or recover your account, view balance, payment history, transcripts, refund status, and notices.
State tax account help — set up or access your NY (or state) online account, view returns, make payments, respond to notices.
Account recovery — forgotten usernames/passwords, failed identity verification, walkthroughs with IRS and state systems.
ID.me account assistance — sign up, verify, fix locked or inaccessible accounts (MFA, phone/email changes).

Requirements & What to Bring

Bring or send these items when you book your appointment so we can get started without delay.

Document Checklist

State ID or another government-issued photo ID.
Social Security number or Tax ID (SSN/ITIN).
W-2s for wages and 1099s for other income.
Spouse and dependent names, birth dates, and SSNs/ITINs (if applicable).
Additional records such as 1099-G, 1098 series forms, or Schedule K-1s.

Missing-Document Follow-Up

We track what’s missing from your file and remind you to provide it — so nothing slips through the cracks.

Next Steps

How To
Get Started.

Four simple steps to begin. No appointment required — walk-ins welcome.

Book a Free Consult → or call (718) 548-0633

Reach OutCall (718) 548-0633, send us a message, or stop by our office at 163 W 231st Street, Bronx, NY 10463.
Free ConsultWe sit down with you, listen to your situation, and explain what to expect — no pressure, no rush.
Gather DocumentsWe give you a clear checklist of what we need from you, with help organizing everything.
We Handle ItWe prepare, review, and submit your paperwork — accurately and on time. You stay informed every step.