Skip to content

Our services

Tax help for every season of life and business

Whether it’s your first tax return, a letter from the IRS or the paperwork for a new business, we take care of the details in English or Spanish.

Individuals & families

Yearly returns, ITINs, help with past years and translations.

Personal Income Tax

Federal and New York State returns for individuals and families, prepared carefully so you claim every credit you qualify for.

What’s included

  • Form 1040 and New York State returns
  • W-2, 1099 and self-employment income
  • Child Tax Credit, EITC and education credits
  • Direct deposit for faster refunds

ITIN Applications

As an IRS Certifying Acceptance Agent, we prepare your Form W-7 and verify your documents in person, so you never mail your original passport.

How the ITIN process works

What’s included

  • New ITIN applications and renewals
  • Applications for spouses and dependents
  • Original documents verified in our office
  • Submitted together with your tax return

Amended Returns

Made a mistake or missed a deduction? We correct past returns with Form 1040-X so you pay only what you owe.

What’s included

  • Corrections to income, credits or filing status
  • Federal and New York State amendments
  • Review of returns prepared elsewhere

Unfiled & Prior-Year Returns

Didn’t file in past years? You may still have a refund waiting. We help you catch up with the IRS and New York State.

What’s included

  • Returns for 2023, 2024 and 2025
  • Wage and income transcripts reviewed
  • A clear plan to get fully up to date

Document Translations

Spanish and English translations of official and personal documents, such as birth certificates, diplomas and letters.

What’s included

  • Official documents
  • Personal documents and letters

Small businesses

Formation, business returns, tax planning, bookkeeping and payroll.

Business Income Tax

Returns for self-employed workers, LLCs, partnerships and S corporations, with guidance all year to keep your business tax-ready.

What’s included

  • Schedule C for self-employed and 1099 workers
  • Single- and multi-member LLCs
  • Partnerships (Form 1065)
  • S corporations (Form 1120-S)

Tax Planning

Don’t wait until April. We review your numbers during the year so you can make smart decisions, lower your taxes legally and avoid surprises.

What’s included

  • Review of your income and expenses during the year
  • Quarterly estimated tax payments
  • Deductions and credits your business qualifies for

Bookkeeping

We keep your business books organized and up to date, so you always know where your business stands and tax time is simple.

What’s included

  • Income and expense records
  • Bank and credit card reconciliation
  • Profit and loss reports
  • Books ready for your business tax return

New Business Setup

Start on the right foot. We register your LLC or corporation in New York, including your Certificate of Incorporation, and get your EIN.

What’s included

  • LLC and corporation registration in New York
  • Employer Identification Number (EIN)
  • Guidance on choosing the right structure
  • Everything your business needs to operate legally

Payroll Services

Pay your team on time and stay compliant with federal and New York payroll taxes, quarterly filings and year-end forms.

What’s included

  • Payroll processing for your employees
  • Quarterly payroll tax filings (941 and NYS-45)
  • W-2 and 1099 forms at year end

NYS Sales Tax Certificate

Selling taxable goods or services in New York? We register your business for a Certificate of Authority so you can collect sales tax legally.

What’s included

  • Certificate of Authority registration
  • Help understanding your filing schedule

IRS help & deadlines

Letters, payment plans and extensions.

IRS Letters & Notices

Received a letter from the IRS or New York State? We explain what it means, gather what is needed and help you respond on time.

What’s included

  • Plain-language explanation of your notice
  • Help collecting the right documents
  • Response prepared before the deadline

IRS Payment Plans

Owe more than you can pay right now? We help you set up a payment plan with the IRS or New York State and get back on track.

What’s included

  • Review of your balance and options
  • Installment agreement applications
  • Guidance to avoid future balances

Tax Extensions

Need more time? We file your extension before the deadline to help you avoid late-filing penalties.

What’s included

  • Extensions for individuals and families
  • Extensions for businesses
  • Estimate of any tax due, since an extension is more time to file, not to pay

Not sure what you need?

Tell us about your situation and we’ll point you in the right direction, no pressure.

Call 631-469-0302

Didn’t file in 2023, 2024 or 2025? You could have money waiting.

The IRS generally gives you three years to claim a refund. Let’s review your past years before that money is gone for good.

Call 631-469-0302

What’s included

  • Returns for 2023, 2024 and 2025
  • Wage and income transcripts reviewed
  • A clear plan to get fully up to date
Call nowDirections