Your taxes,
handled right.
Every tier starts with accurate, on-time individual tax preparation. From there, you choose how much year-round planning and support you want alongside it.
Choose your level of support
Individual Tax Prep
Accurate, timely preparation of your individual tax return — the foundation every tier is built on.
- Preparation and filing of your individual tax return
- For new clients: initial consultation and review of prior-year return and documents
- Standard organizer, document checklist, and secure upload through our client portal
Add-on schedules available at any tier (rental, self-employment, investment income) — fee depends on complexity after document review. Trust & estate tax preparation also available.
Individuals with straightforward returns who want a reliable annual filing without ongoing check-ins.
Tax Prep + Return Review Meeting
Everything in Tier 1, plus one meeting during the year to review your documents, completed return, estimated payments, or a specific tax strategy.
- Review your tax documents for submission
- Walk through your completed return before filing
- Review and adjust quarterly estimated tax payments
- Review a specific tax strategy
- Review the latest IRS or NY State developments and their impact
Individuals who want a chance to sit down and review their situation, rather than just receiving a finished PDF.
Tax Prep + Ongoing Advisory
Everything in Tier 2, plus additional meetings throughout the year covering planning topics tailored to your situation.
- Roth conversion analysis
- Retirement income and distribution planning (RMDs, withdrawal sequencing)
- Self-employment tax planning (quarterly estimates, deduction strategy)
- Real estate and rental property tax review
- Investment income and charitable giving strategies
- Education funding planning (529 plans, education credits)
- Major life events (marriage, divorce, new child, home purchase or sale)
- Multi-state and residency considerations
Individuals who want a true year-round advisory relationship with regular check-ins throughout the year.
New to the firm?
Every engagement begins with a $50 setup fee, which covers your initial consultation and review of prior-year documents — so we start clean no matter which tier you choose.