006. Tax Preparation & Advisory (IRS/NYS Certified)

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 certified quality reviewer.

For Small Business Owners

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

For Individuals

Income below $120,000
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/B/C; HSA 1099-SA & 5498-SA
Dependents: residency docs if requested; custody/support/adoption papers

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

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