Starting at $135*
Price includes 1040 and W-2 – see details below
**Important Notice**
We’re currently unable to accept new clients with the following types of income:
✅ **Non-New York State income**
✅ **Rental property income**
✅ **Self-employment income** *(exceptions for gig workers like Uber and DoorDash)**
✅ **Partnership income**
✅ **Corporate income**
✅ **Day trading activities**
✅ **Trusts and estates**
$135 includes:
W-2 income
Interest, dividends or original issue discounts (1099-INT/1099-DIV/1099-OID) that don’t require filing a Schedule B
IRS standard deduction
Earned Income Tax Credit (EITC)
Child Tax Credit (CTC)
Student loan interest deduction
Taxable qualified retirement plan distributions
Itemized deductions claimed on Schedule A, like charitable contributions, medical expenses, mortgage interest and state and local tax deductions
Unemployment income reported on a 1099-G
Additional fees apply for:
Business or 1099-NEC income (often reported by those who are self-employed, gig workers or freelancers)
Credits, deductions and income reported on other forms or schedules
Your Tax Prep Process
Simple & Stress Free
Step 1: Schedule Your Initial Meeting
Book a time with one of our tax experts to review your situation and answer any questions.
Step 2: Gather Your Documents
Please bring:
NYS Driver’s License
Last year’s tax return
Income documents (W-2s, 1099s, other income statements)
Records for deductions and credits
Any supporting schedules
Step 3: Pay Your Tax Prep Fee
Payment is due when you drop-off your tax documents.
Step 4: We Prepare Your Return
Our team will prepare your return based on your documents and initial meeting guidance.
Estimated turnaround is 1–2 weeks after your initial meeting (depending on completeness of materials).
Step 5: Review & Sign
Pick up your completed return at your scheduled second appointment.
Ready to Get Started?