Services we can provide for you
- Personal Income Tax Return Preparation
- Estate, Gift, and Fiduciary Tax Return Preparation
- Electronic filing of IRS and New York State returns (no additional cost)
We appreciate your interest and look forward to assisting you with your personal or business tax preparation needs.
Frequently Asked Personal Tax Questions
Here are the most common questions our clients ask about their personal tax returns.
When are personal taxes due?
On a normal year, individual tax returns are due on April 15th. However, you may file for an extension if needed. Filing an extension gives you six months to file the tax return, due October 15th.
Estimated payment due dates (on a normal year) are:
- Q1: April 15th
- Q2: June 16th
- Q3: September 15th
- Q4: January 15th
Who needs to file an individual tax return?
You are required to file a federal income tax return if your income is above a certain level, which varies depending on your filing status, age and the type of income you receive. However, the Internal Revenue Service reminds taxpayers some people should file even if they aren't required to because they may get a refund if they had taxes withheld or they may qualify for refundable credits.1
What materials do I need to file my tax return?
It's important to provide identification documents like an un-expired photo ID such as a driver's license. You will also want to provide any tax and income documents you receive from your employer and others. All documents that have been provided to the Internal Revenue Service need to be forwarded to us to minimize any issues down the road. Additionally, make sure to provide any documents you might use for your deductions, such as receipts for college expenses, interest on your home mortgage, vehicle registration, donations, etc.
What documents do I need to gather to prepare for my tax return?
Click here to get a downloadable list of documents that you'll want to pull together before your tax appointment..
How do I organize my information for my tax preparer?
Click here to access the tax prep questionnaire to help you organize your personal, tax and financial information before sending them to us. This will let us know your updated information.
Completing your tax return
Our tax preparer will contact you via phone, email or Zoom (video conference) to review your return before its finalized. Once the return is finalized with you, we will send the documents via DocuSign for you to e-sign and return. Within these documents, there will also be a copy of your return. If you do not have access to a computer or prefer a paper copy of your return, you may request a paper copy and we can discuss your delivery choice at the time of your return review. .
We are asking clients to drop off copies of documents and not the originals. This will allow us to work on your return digitally, via email through secure e-signatures.
If any claims are made against the Estate, this can delay the administration.