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
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Corporate services
| Corporate tax return preparation
Corporate Setup and dissolutions Quarterly reports Payroll |
Quarterly estimated payment calculation
Bank reconciliations and reports Bookkeeping
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Individual services / Senior assistance
| Budgeting assistance
Withholding calculations Bank reconciliations and reports |
Star Application assistance
Enhanced Star Application assistance
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Legal Services
| Estate Planning
Deed transfers Medicaid eligibility |
Wills and Trusts
Elder law
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Other Services
| Notary available |
Real Estate
| Property management
Lease preparations Bank Reconciliations
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Bookkeeping
Government required filings DHCR/HPD filings
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Please inquire about retirement account rollovers and set up, non-retirement account set up, college plan, life insurance, LTC insurance, disability insurance