600 Old Country Rd - Suite 315 - Garden City, NY 11530 paula@jpdtaxservices.com


Tax Preparation

Individual income tax return

Small Business tax return

Estate tax return

Trust tax return

Gift tax return

Quarterly estimated payment calculation

Amended tax return

Prior year tax return

Government agency correspondence responses



Corporate services

 Corporate tax return preparation

Corporate Setup and dissolutions

Quarterly reports


Quarterly estimated payment calculation

Bank reconciliations and reports



Individual services / Senior assistance

 Budgeting assistance

Withholding calculations

Bank reconciliations and reports

 Star Application assistance

Enhanced Star Application assistance


Legal Services

Estate Planning

Deed transfers

Medicaid eligibility

Wills and Trusts

Elder law


Other Services

 Notary available

Real Estate

 Property management

Lease preparations

Bank Reconciliations



Government required filings

DHCR/HPD filings


 Please inquire about retirement account rollovers and set up, non-retirement account set up, college plan, life insurance, LTC insurance, disability insurance

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