Question 1

How much do your accounting and tax services cost?

Accepted Answer

Fees depend on the complexity of your situation. Individual tax returns typically start at $250, small business returns start at $800, and monthly bookkeeping packages start at $350/month. We always start with a free consultation and provide a clear quote before beginning any work.

Question 2

How does the 2025 One Big Beautiful Bill Act affect my taxes?

Accepted Answer

The OBBBA is the most significant federal tax reform in nearly a decade. Key changes for Long Island residents include an expanded SALT deduction cap, higher standard deductions, updated child tax credits, and revised pass-through deduction rules for business owners. We recommend scheduling a consultation to understand your specific impact.

Question 3

What documents do I need for my tax return?

Accepted Answer

Generally you will need: W-2s or 1099s, investment statements, mortgage interest statements (Form 1098), property tax records, business income and expense records, your prior year tax return, and any IRS or state correspondence. We send all clients a personalized document checklist each January.

Question 4

Do you work with clients outside Long Island?

Accepted Answer

Yes. We work with clients across New York State and handle multi-state returns for clients anywhere in the country. Most interactions happen via our secure online portal, phone, and video call.

Question 5

My books are a mess. Where do we start?

Accepted Answer

We start at the beginning and without judgment. We'll do a full cleanup of your historical transactions, reconcile your accounts, and set up a clean system going forward. Most clients are surprised by how quickly we bring order to what felt like chaos.