Tax Returns

Tax Return Preparation for Individuals and Businesses

A Long Island CPA who knows more than your W-2 — and prepares returns that reflect your full financial picture.

Returns That Fit Into the Bigger Picture

Tax return preparation is a real part of my practice, though not the center of it. Most of my tax clients come to me through trust and estate work or divorce financial analysis — and once they're here, it makes sense to keep everything under one roof. If I already know your trust distributions, your estate income, or the financial details of your divorce, your personal or business return isn't a separate puzzle. It's the next logical step.

 

That continuity matters. A generalist preparer working from your documents alone doesn't have the context. I do.

What I Prepare

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Individual Tax Returns

Individual tax preparation is straightforward when your return is simple. When it isn't — when you have trust distributions reported on a K-1, a divorce-year return with alimony or asset transfer implications, estate income, or business ownership — the complexity adds up fast. I prepare Form 1040 returns for clients across Long Island and New York City, with particular depth in situations that intersect with trust, estate, and divorce matters.

 

  • Trust and estate beneficiaries receiving K-1 income
  • Divorce-year returns with maintenance, property transfers, or settlement implications
  • Business owners with pass-through income
  • Clients with rental income or investment property activity
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Business Tax Returns

I prepare partnership returns (Form 1065) and corporate returns (Form 1120 and 1120-S) for small business clients, most of whom are already connected to the practice through personal or trust-related work. These aren't large-scale engagements — my business tax clients tend to be closely held entities where the owner's personal and business returns are intertwined and benefit from being handled by the same person.

 

  • Partnerships and multi-member LLCs (Form 1065)
  • S corporations and C corporations (Form 1120-S / 1120)
  • Business owners whose personal returns I also prepare
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Real Estate Tax Matters

I work with clients on real estate-related tax situations on a referral basis, primarily through existing client relationships. If you're selling a rental property and need help thinking through the tax consequences, or if a 1031 exchange is part of your plan, I can help. This isn't a standalone service I actively market, but it's work I do well and handle regularly as part of broader client engagements.

support for every stage of planning Your Next Steps.

The Same Person, Every Year

As a solo practitioner, I don't have associates or junior staff handling client work. When you bring your return to me, I prepare it. When you come back next year, I still know what happened last year — the trust distribution you received, the property you sold, the business change you made. You don't re-explain it. We pick up where we left off.

 

That kind of continuity is harder to find than it should be, and it's one reason clients who come to me for a complex matter tend to stay for the annual work too.

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Who My Tax Clients Tend to Be

Most of my tax return clients share one thing: their returns aren't simple, and they've learned that a preparer without the right background misses things. They're executors or trustees who also need their personal return handled. They're business owners going through a divorce. They're beneficiaries receiving trust distributions who want the person who understands the 1041 to also handle their 1040. If that sounds like your situation, I'd be glad to talk.

frequently asked questions

Guidance That Feels Clear and Grounded

  • Do you prepare tax returns for clients outside of Long Island and New York City?

    Yes. Individual and business tax return preparation doesn't require geographic proximity — I work with clients remotely throughout the country. New York-specific filings naturally serve New York residents and entities, but for federal returns and non-New York-specific work, location isn't a limitation.

  • Can you prepare both my personal return and my business return?

    Yes, and for closely held business owners, preparing both together is often the better approach. Your pass-through income, distributions, and business activity all flow into your personal return — having the same person handle both means nothing gets missed in translation.

  • I receive K-1 income from a trust. Does that affect how my personal return is prepared?

    It does, and it's an area where a lot of generalist preparers miss nuance. Because I prepare fiduciary income tax returns (Form 1041) as a core part of my practice, I understand exactly how trust income is characterized and how it flows to beneficiaries. If I prepared the trust return, your K-1 is already familiar to me. If someone else prepared it, I can still work through it accurately.

  • Do you handle 1031 exchanges?

    I assist with 1031 exchange tax matters as part of broader client engagements, primarily on a referral basis. If you're already a client or coming through a referral, and a 1031 exchange is part of a property sale or acquisition, I can help you think through the tax implications and reporting requirements.

  • What does the process look like for a new tax return client?

    We start with a consultation — either by phone or video — to understand your situation and confirm I'm the right fit. From there, I'll let you know what documents I need, and we work through the return together. I keep things straightforward and communicate directly. No portal runaround, no staff intermediary.