What We Do
Personal Tax Returns & Services
- – 1040 Long & Short Forms
- – Sole Proprietorship Returns
- – Rental Property Forms
- – Returns w/ Investments
- – Out of State Returns
- – Multiple State Returns
- – Tax Return projections
- – Multiple year Tax preparation
- – FAFSA applications
- – Tax Retirement planning
- – Affordable Care Act planning
Corporation Returns
- – Regular (C-Corp)
- – Small Business Corporation (S-Corp)
- – Partnership returns
- – LLC returns
Estate & Trusts
- – Preparation of Federal & State estate tax returns
- – Preparation of Trust and Gift tax returns
- – Estate/Gift tax planning
IRS & State problem resolution
- – Audits and Notices
- – Penalty reduction
- – Payment plans
- – Offers in compromise
- – Tax Levy’s, Liens or Seizure of asset
- – Wage garnishments
Business Services
- – Bookkeeping
- – Monthly bank reconciliations
- – Year end account adjustments
- – Instruction and assistance with the use of QuickBooks
- – Payroll
- – Quarterly Payroll form preparation
- – W2 preparation
- – Year end payroll form preparation
- – Independent contractor 1099 forms
- – 1096 year end filing form for independent contractors
- – Monthly, Quarterly & Annual Sales tax preparation
- – Corporation Formation
- – Obtaining Federal I.D. Number
- – Filing for Federal & State S-Corporation status
- – Assistance with Loan applications
- – Business Management
- – Cash Flow planning
- – Business audits
- – Workers’ Compensation
- – Payroll
- – Sales tax
- – Department of labor
Schedule of Fees
| Direct Deposit | No Charge |
| Extra Tax Return Copy Fee (minimum, per year) | $25. |
| W2 Copy Fee (per W2) | $15. |
| Tax Return Correction Fee (minimum) | $75. |
| Accountant Letter for Mortgage (minimum) | $100. |
| Extension Request-Deposit (per entity) | $50. |
| Returned Check Fee (per return) | $45. |
| Priority Service – Late Payroll/Sales Tax | $100. |
| Corporation Set-up (minimum) | $650. |
| Consultation (minimum) | $100. |
| Overnight Shipping (minimum) | $75. |
The above fee schedule is for our supplementary services, not including tax preparation.
Please note these fees may be subject to change.
Have Questions? We can help.
If you need to make an appointment, please call our office at 631-473-2022.
Appointments cannot be made through the Contact Us form.
