Individual Tax
Federal and state individual returns, from straightforward filings to returns with businesses, investments and K-1s.
Learn moreTax & Advisory
Everyday returns. And the ones that aren't.
ESBS prepares individual and business returns for people across Schoharie County, the Capital Region, and New York City — and works with taxpayers whose situations involve partnerships, S corporations, K-1s, trusts, rental property, multi-state activity and foreign reporting.
Tax situations aren't always simple.
Some tax returns involve more than W-2s and 1099s. Our team works with business owners, investors and individuals whose returns may include partnerships, S corporations, K-1s, rental properties, trusts, multi-state activity, foreign accounts and investments, and other complex reporting requirements.
What we work on
Core Tax
Business Tax
Partnership, S corporation, C corporation and LLC tax compliance, prepared alongside your accounting records.
Learn moreTax Planning
Forward-looking analysis for owners, investors and individuals facing significant financial decisions.
Learn morePass-Through & Entities
Partnerships & K-1s
Partnership taxation, Schedule K-1 reporting, supplemental statements, basis, distributions and losses.
Learn moreS Corporations
Shareholder reporting, basis, distributions, shareholder loans and reasonable-compensation considerations.
Learn moreReal Estate Partnerships & Holding Companies
Property LLCs, holding companies, tiered structures, entity accounting and real-estate K-1 reporting.
Learn moreSpecialized Situations
International & Foreign Reporting
Foreign income, foreign accounts, foreign tax considerations, FBAR and Form 8938 reporting.
Learn morePFIC & Foreign Investments
Foreign mutual funds and other holdings potentially subject to PFIC rules and Form 8621 reporting.
Learn moreTrusts & Estates
Form 1041 fiduciary income tax matters, including trust and estate K-1 reporting.
Learn moreReal Estate Tax
Rental properties, depreciation, dispositions, real-estate entities and 1031 exchange reporting.
Learn moreMulti-State Tax
Income, ownership, employment or operations spanning more than one state, for individuals and businesses.
Learn moreIRS & State Tax Matters
Notices, prior-year issues, amended returns and appropriate federal and state matters.
Learn moreMulti-entity owners
One picture, not five separate filings.
For business owners with multiple entities, tax filings should not be viewed in isolation. ESBS can coordinate accounting, entity returns, pass-through reporting and individual taxation to provide a more complete view of the client's financial situation.
- Step 1
Business Accounting
- Step 2
Entity Tax Returns
- Step 3
K-1s
- Step 4
Individual Tax Return
- Step 5
Tax Planning
Tell us what your situation looks like.
Our tax team can review the underlying documents and prior filings, then confirm the appropriate scope before any work begins.
The information provided is for general educational purposes and should not be considered individualized tax, accounting, legal, or financial advice. Tax rules and reporting requirements depend upon individual circumstances. Please consult with an appropriate professional regarding your specific situation.