Tax Preparation
Your return, prepared right.
Federal and state returns for individuals and families, prepared carefully and explained in plain English. Call us or send a message and you will know what to expect before we start.
What is involved
Every return is different.
Basic
Straightforward
A straightforward return with standard income and deductions.
- W-2 income
- Standard deduction
- Federal and state filing
- E-file and direct deposit
Standard
A few more moving parts
A little more going on, a few more forms.
- Itemized deductions
- Interest, dividends and simple investments
- Child and education credits
- Rental property income
- Small Schedule C
Complex
Multiple moving parts
Multiple income sources, significant events or multi-state filing.
- Self-employment and freelance income
- Investment sales and capital gains
- Multi-state filing
- K-1s and pass-through income
- Year with a major life event
How pricing works
We quote every return.
We quote each return rather than post a price list, because two people in the same bracket can have very different returns. Call us for a quote and you will have the number before we start.
Income
Income sources
W-2, self-employment, rental, investment, K-1s and other income each add forms and time.
Deductions
Itemized deductions
If itemizing makes sense, we will tell you. If standard is better, we will use that.
Complexity
Life events
A sale, divorce, inheritance, retirement or move can change what is in your return significantly.
Areas we serve
Tax preparation across Western New York.
Office
Orchard Park
Serving Orchard Park and the surrounding area from our local office.
Ready to get your return started?
Become a client online in minutes, or reach out with a question first. We will let you know exactly what to expect before we start.