Secure document intake
You upload W-2s, 1099s, mortgage statements, property tax bills, and all other tax documents through our encrypted portal. We acknowledge receipt the same day and notify you if any standard documents appear missing.
Tax services
Individual tax preparation led by Queens CPAs
Organised intake, precise credit reviews, and e-filed returns that stay compliant with federal, state, and NYC rules.
- Secure document intake with same day acknowledgement
- Side-by-side review of federal, state, and NYC returns
- Guidance on quarterly vouchers when withholding is short
Tell us about your needs
Service details
Everything you need to know about individual tax preparation
This service is designed for individuals who need comprehensive tax return preparation for federal, New York State, and New York City tax obligations. We handle complete preparation of Form 1040, Schedule A for itemized deductions, and all supporting schedules for income sources like W-2 wages, 1099-NEC contractor payments, interest and dividend statements, and brokerage reports.
Our Queens, NY CPAs review every document to ensure accurate reporting of income, proper calculation of deductions including mortgage interest and property taxes, and application of eligible credits such as the Earned Income Tax Credit, Child Tax Credit, and education credits. We evaluate whether itemizing deductions exceeds the standard deduction threshold and coordinate filing across all three jurisdictions to maximize your tax benefit while ensuring compliance.
The process includes secure document intake through our encrypted portal, same-day acknowledgment of receipt, and preparation within five business days for standard returns. Complex situations with rental property, self-employment income, or multi-state activities are scheduled for seven to ten day turnaround.
We provide plain-language summaries explaining major line items, tax impact of key deductions, and any differences between federal and state returns before you approve and sign digitally. Once approved, we e-file all returns simultaneously and monitor acceptance status from the IRS, NYS Department of Taxation and Finance, and NYC Department of Finance.
After filing, your return and supporting documents are archived in our secure portal for seven years, and we remain available to answer questions about your return or respond to notices from any agency.
Service overview
How we help with individual tax preparation
We gather your tax documents through a secure portal and map every entry to the correct federal, New York State, and New York City schedules. Our CPAs review W-2s, 1099s, interest statements, and deduction documentation to ensure nothing is missed and everything is categorized correctly.
Our CPAs evaluate life changes such as school enrollment, child care, property purchases, marriage, divorce, or new dependents to capture every deduction and credit that fits within current tax code. We analyze how these changes impact your filing status, standard versus itemized deductions, and eligibility for credits like the Earned Income Tax Credit, Child Tax Credit, and education credits.
Before filing we provide a plain language summary explaining each major line item, the tax impact of key deductions, and any differences between your federal and state returns. You review the return through our secure portal, ask questions via encrypted messaging, and approve with a digital signature. Once approved, we e-file federal, New York State, and New York City returns simultaneously and monitor acceptance status.
After filing, we archive your return and supporting documents in our secure portal for seven years. You receive quarterly reminders for estimated payments if your withholding is insufficient, and we remain available to answer questions about your return or respond to notices from the IRS, NYS Department of Taxation and Finance, or NYC Department of Finance.
What's included
Comprehensive individual tax preparation service
- Complete preparation of federal Form 1040, New York State Form IT-201, and NYC Form NYC-1127
- Review of all income sources including W-2 wages, 1099-NEC contractor income, 1099-INT interest, 1099-DIV dividends, and 1099-B brokerage statements
- Evaluation of itemized deductions versus standard deduction to maximize your tax benefit
- Calculation and application of all eligible credits including EITC, Child Tax Credit, American Opportunity Credit, Lifetime Learning Credit, and NYC-specific credits
- Preparation of Schedule A for itemized deductions covering medical expenses, state and local taxes, mortgage interest, charitable contributions, and unreimbursed employee expenses
- Handling of Schedule D for capital gains and losses, Schedule B for interest and dividend income, and Schedule E for rental income or royalties
- Review of Form 1098 mortgage interest statements, property tax bills, and real estate tax payments
- Coordination of Form 1095-A for Marketplace health insurance, Form 1095-B for employer coverage, and Form 1095-C for applicable large employer coverage
- Preparation of Schedule 8812 for additional Child Tax Credit and Schedule 8863 for education credits
- Documented workpapers showing how each deduction was calculated and substantiated
- Electronic filing with confirmation of acceptance from IRS, NYS, and NYC
- Secure document storage for seven years with 24/7 access through client portal
- Quarterly estimated payment reminders and voucher calculations if needed
- Response support for IRS, NYS, or NYC notices related to your return
Common situations
Who benefits from individual tax preparation
- Queens homeowners with mortgage interest, property taxes, and home office deductions who need to evaluate whether itemizing exceeds the standard deduction threshold
- Parents with children in public or private schools who may qualify for the New York State School Tax Relief credit and education-related deductions
- W-2 employees with significant unreimbursed business expenses, union dues, or professional development costs that may be deductible
- Retirees receiving Social Security benefits, pension distributions, and IRA withdrawals who need careful income planning to minimize tax burden
- Newly married or divorced taxpayers navigating filing status changes and potential tax implications of alimony, child support, or property settlements
- Queens residents who purchased or sold real estate during the tax year and need help with capital gains calculations, Section 121 exclusions, or depreciation recapture
- Taxpayers with medical expenses exceeding 7.5% of adjusted gross income who may benefit from itemizing deductions
- Individuals who received unemployment benefits, PPP loan forgiveness, or stimulus payments and need guidance on taxability and reporting
- Queens commuters who may qualify for transit benefits, parking deductions, or other NYC-specific transportation credits
- Taxpayers with cryptocurrency transactions, foreign bank accounts, or investment income requiring additional forms and disclosures
Our process
How we handle your individual tax preparation
CPA review and categorization
A licensed CPA reviews all documents, categorizes income sources, identifies deductible expenses, and flags any items that need clarification or additional documentation. We build a complete picture of your tax situation before calculating.
Deduction and credit analysis
We evaluate whether itemizing deductions will exceed your standard deduction threshold. We calculate all eligible credits including federal credits like EITC and Child Tax Credit, New York State credits like School Tax Relief, and NYC-specific credits.
Return preparation
We prepare your complete federal Form 1040, New York State Form IT-201, and NYC Form NYC-1127 with all supporting schedules. Every number is traced back to source documents, and we maintain detailed workpapers for audit support.
Review and approval
You receive a plain-language summary highlighting major line items, tax impact of key deductions, and any differences between federal and state returns. You review the complete return through our portal, ask questions via secure messaging, and approve with digital signature.
Electronic filing and confirmation
We e-file all three returns simultaneously and monitor acceptance status. You receive confirmation emails when each return is accepted. If any issues arise, we resolve them immediately.
Post-filing support
Your return and supporting documents are archived in our secure portal for seven years. If you receive notices from IRS, NYS, or NYC, we help you respond. We also send quarterly reminders if estimated payments are needed.
Queens expertise
Local knowledge for Queens taxpayers
- We ensure New York City resident tax is calculated correctly based on your Queens address and filing status
- We review eligibility for NYC-specific credits including the NYC household credit, NYC school tax credit, and other local tax relief programs
- We coordinate Queens property tax payments with your itemized deductions and ensure proper documentation for NYC Department of Finance records
- We handle NYC Department of Finance notices and help resolve any discrepancies related to property assessments or local tax obligations
- We understand Queens-specific deductions such as transit benefits, parking expenses for commuters, and local business expense deductions
- We ensure compliance with NYC tax rules that differ from New York State requirements, particularly for high earners subject to additional city tax brackets
- We coordinate with Queens-based employers on W-2 withholding questions and help you understand how NYC income tax withholding affects your annual return
Important compliance information
We provide tax preparation services. We do not provide legal advice. Complex tax matters may require additional professional services beyond basic tax preparation.
Real-world example
How we help with individual tax preparation
Example of the type of engagement we can handle
Service Type
Individual Tax Preparation
Client Situation
A Queens resident with standard W-2 employment, mortgage interest deductions, and charitable contributions seeking to maximize available credits
Our Approach
Review all submitted documents, evaluate itemized versus standard deduction, calculate eligible credits, prepare all three returns, provide summary for approval, and e-file simultaneously
Expected Outcome
Accurate tax returns filed on time with maximized deductions and credits, refund or payment amount calculated correctly
Contact us to discuss your individual tax situation in Queens, NY. We can share references upon request.
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Frequently asked questions
Answers for Queens, NY taxpayers
How long does individual tax preparation take in Queens, NY?
Most Queens, NY filings are prepared within five business days once documents are complete. Complex scenarios with rental property, multiple states, equity compensation, or business income are scheduled for a seven to ten day turnaround. We provide status updates throughout the process.
Do you handle local Queens, NY tax credits?
Yes. We review New York City and New York State credits such as the School Tax Relief (STAR) credit, NYC household credit, NYC school tax credit, commuter related deductions, and other local tax relief programs. We ensure all Queens-specific credits are correctly applied based on your address and eligibility.
What documents should I upload for a Queens, NY return?
Upload W-2 forms from all employers, 1099 statements (NEC, INT, DIV, B, MISC), mortgage interest statements (Form 1098), property tax bills, child care payment receipts, tuition statements (Form 1098-T), medical expense receipts, charitable contribution records, and any NYC Department of Finance or IRS letters. Our portal includes a checklist tailored to your situation.
How do you determine if I should itemize or take the standard deduction?
We calculate both scenarios automatically. If your itemized deductions (mortgage interest, property taxes, medical expenses, charitable contributions, state and local taxes) exceed the standard deduction threshold, we itemize. Otherwise, we use the standard deduction to maximize your tax benefit.
Ready to get started with Queens tax preparation?
Connect with a CPA who understands Queens tax requirements. We prepare and file your returns with accuracy and care.