Individual tax preparation

Fast, secure, local filing.

Federal and NY e-file through a secure client portal. Same-week turnaround on complete files.

Transparent pricing

Ranges reflect typical returns. Final price depends on forms and complexity — we quote before work begins.

W-2 Essentials

$179–$259

  • 1040 + NY
  • Up to 3 W-2s
  • Standard deductions

Side-Income / 1099

$289–$449

  • Schedule C or multiple 1099s
  • Home office, mileage, supplies
  • Quarterly estimates

Rentals & Investments

$399–$749

  • Schedule E (1–3 properties)
  • 1099-DIV/INT, brokerage statements
  • Capital gains review

Add-ons: extra states, K-1s, prior-year fixes.

Document checklist

Gather these before you start

  • Photo ID and SSNs for all filers and dependents
  • W-2s, 1099-NEC/MISC/K, 1099-INT/DIV/B
  • 1098-T (tuition), 1098 (mortgage interest)
  • Childcare provider statement with EIN
  • Rent or property tax receipts; closing disclosures
  • Brokerage annual statement; crypto gain/loss report

Not sure what applies? Start the intake anyway — we'll guide you through exactly what's needed.

A portal, not an inbox

Every document is uploaded and e-signed inside an encrypted client portal. Your filed copies stay there year after year, ready when a lender or agency asks.

Request your portal invite