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006. IRS/NYS Certified Tax Prep & Advisory

Keep More, Stress Less

Tax prep for your federal and State tax returns accurately and on time, with a focus on maximizing deductions and avoiding costly mistakes. Whether it’s a one-time filing during tax season or part of an ongoing support package, you’ll have year-round guidance to stay ready and compliant by a IRS/NYS certified tax pro and quality reviewer.

For Small Business Owners

  • Self-employed Individuals
  • Freelancers
  • Solopreneurs
  • -
  • Multiple Income Sources
  • Business Operating Losses

For Individuals

  • Income below $400,000
  • Social Security Recipients
  • ITIN Holders/Applicants

*Available during tax season for new individuals and small business owners who need reliable, certified filing support, or

**Pair with bookkeeping or dashboard services to make tax time effortless throughout the year - no last-minute shoebox scrambles.

How to Get Started

Our process is designed to fit your schedule. You can apply 100% digitally and submit your tax documents through our secure Dropbox portal (no account required).
Prefer paper? You can also send your documents to us via mail.

Book an Appointment
to Get Started
Send an Inquiry

What to Bring (or Upload)

You can submit everything digitally via our secure upload link or by mail. If you prefer paper, here’s a printable checklist.

Download the Tax Appointment Checklist (PDF)

Quick Checklist
  • Identity & Filing Info: Photo ID, SSN/ITIN for all, DOBs, last year’s return, direct-deposit info, IP PIN (if any)
  • Income: W-2s; 1099-NEC/MISC/K; 1099-INT/DIV/B; 1099-G; SSA-1099; 1099-R; K-1s; rental/crypto summaries
  • Deductions & Credits: 1098-T/E; child-care provider info; medical totals; mortgage/property tax; charitable receipts; EV/energy docs; IRA/HSA
  • Small Biz/Gig/Rental (if any): P&L; expense summary; mileage/home-office details; inventory; assets; est. tax payments
  • Health Coverage: 1095-A; HSA 1099-SA & 5498-SA
  • Dependents: residency docs if requested; custody/support/adoption papers

Notes: You can upload via our secure link (our original intake form or Dropbox, no account needed) or mail in. Payment is due before filing. We do not offer RALs or RACs.

Our Transparent Pricing

Download our price list for a general estimate. Final quotes are confirmed after your intake form is submitted — based on filing status, number of tax forms, and other factors.

Consumer Bill of Rights
Regarding Tax Preparers