Tax Services
Tax Services in Lynbrook, NY
Choose the support that fits your next step. Our tax services focus on preparing for filing and understanding the tax implications of decisions involving your income and finances.
Discuss your tax needs01
Tax Preparation
If you need help with a tax return, begin here.
Individual federal and New York returns
Multi-state and part-year residents
Self-employment, rental and investment income
Prior-year and amended returns
About tax preparation
02
Tax Planning
If you are considering a financial change, start here.
A projection before the year closes
Withholding and estimated payments
Timing income, deductions and retirement contributions
A written summary you can act on
About tax planning
Which do I need?
Start here
I have my documents and April is coming.
Tax preparation
Book, bring the checklist, and we take it from there.
I'm selling a property, starting a business, or retiring in the next few years.
Tax planning
The decisions come first; the return follows.
My refund or balance due surprised me this year.
Planning, then preparation
A projection now prevents the same surprise next April.
I'm self-employed and paying quarterly estimates.
Both, usually together
The estimates and the return are one engagement.
Something more specific?
Tell us what you're facing. We'll confirm whether it's ours to take on.
Business and self-employed filings, retirement-year tax decisions, estate and trust returns, and IRS correspondence come up often. Mention it when you request an appointment and we'll tell you plainly what we handle and what we'd refer.
A
Business & self-employed
B
Retirement tax decisions
C
Estate & trust returns
D