Individual Tax Preparation
Personalized filing for W-2 earners, families, and retirees in The Bronx with careful review before submission.
Services
Tax and accounting services for Bronx, NY
Every service includes secure intake, precise documentation, and direct access to a Bronx based CPA through professional tax preparation services. Use the search bar to jump to the support you need.
Self Employed and 1099
Schedule C and 1099 support for gig workers, consultants, and freelancers with organized deductions and estimated tax planning.
S Corp and Partnership Returns
Complete entity filings, K-1 preparation, and shareholder guidance for Bronx-based S Corporations and partnerships.
C Corp Returns
Annual and short-year C Corporation preparation with balance sheet tie-outs and compliance for New York and federal filings.
Multi State and Nonresident
Allocation and apportionment for commuters and remote teams working across state lines while living in The Bronx.
Amended Returns
Correction and refiling of prior returns with tracking until the IRS and NYS accept the updates.
Prior Year Catch Up
Filing multiple years of missed returns with organized document review and penalty abatement requests when applicable.
IRS Notices and Payment Plans
Response letters, penalty review, and installment plan setup when the IRS or NYC Department of Finance issues a notice.
Quarterly Estimates and Planning
Forward-looking planning and quarterly payment schedules tailored to Bronx entrepreneurs and small businesses.
Trusts and Estates
Estate and trust return preparation with beneficiary reporting and fiduciary tax obligations for Bronx families.
Rental Property Schedules
Schedule E preparation for landlords with depreciation schedules, expense tracking, and passive activity loss management.
Equity Compensation and RSU Tax
Stock option, RSU, and equity grant reporting with accurate basis tracking and AMT calculations.
Crypto Gains Reporting
Cryptocurrency transaction reporting with FIFO, LIFO, or specific identification methods for accurate capital gains.
Multi Year Back Taxes
Coordinated filing of multiple prior years with payment plan negotiation and penalty reduction strategies.
ITIN Application Guidance
ITIN application support and renewal assistance for taxpayers who do not qualify for a Social Security number.
State Residency and Move Planning
Multi-state filing coordination for moves between states with residency documentation and allocation strategies.
Sales and Use Tax Setup for Small Business
New York sales tax registration, return preparation, and compliance for small businesses and retailers.
Bookkeeping Add On
Monthly bookkeeping services integrated with tax preparation for accurate year-end filing and quarterly planning.
Payroll Add On
Payroll processing with tax deposit coordination, W-2 generation, and quarterly payroll tax return filing.
Year Round Tax Planning Session
Quarterly planning meetings to optimize deductions, time income recognition, and minimize current year tax liability.
New Business Entity Setup and Elections
LLC formation, S Corporation elections, and EIN setup for Bronx entrepreneurs starting new businesses.
Retirement and Tax Efficient Withdrawal Planning
Strategic retirement account withdrawals, required minimum distribution planning, and Social Security coordination.
HSA and FSA Tax Guidance
Health Savings Account setup, Flexible Spending Account planning, and tax-advantaged healthcare expense management.
Education Credits and Student Loan Tax Topics
American Opportunity Credit, Lifetime Learning Credit, and student loan interest deduction planning for Bronx families.
Ready to work with a Bronx CPA?
Schedule a call and our professional tax preparation team will match you with a CPA who understands The Bronx and remote filing requirements.