A client signing a printed return at a desk

Tax preparation and planning

Your returns, planned before December.

Business and individual returns, estimated payments and notices, prepared by staff and signed by a partner. Planning happens in the autumn, while there is still time to act.

Book a tax consultation Estimate your fee
Dates

Tax deadlines we file for you

Your filing dates sit on our calendar. You see each one confirmed in the portal when it is done.

View the full tax calendar
Individual returns
Date What's due Status
Jan 15 Fourth-quarter estimated tax Form 1040-ES, for the prior year
Apr 15 Individual returns and extensions Form 1040 or Form 4868
Apr 15 First-quarter estimated tax Individuals and sole proprietors
Jun 15 Second-quarter estimated tax Individuals and sole proprietors
Sep 15 Third-quarter estimated tax Individuals and sole proprietors
Oct 15 Extended individual returns Form 1040

General information for the federal calendar. Confirm dates for your situation with your advisor.

Dates move to the next business day when they fall on a weekend.

What's included

Everything a return needs

One fixed fee covers the returns and the planning around them. Prior years and new entities are quoted separately, in writing, before we start.

An accountant at work at a sunny desk
  • Federal and state returns1040, 1120-S, 1065 and 990, e-filed with a copy in your portal Annual
  • Estimated paymentsCalculated from your actual year, with vouchers and reminders Quarterly
  • Year-end planning callWith your partner, while there is still time to act November
  • ExtensionsFiled for you when a return needs more time By Apr 15
  • Notice responseAnswered by the person who prepared the return As needed
  • Multi-state filingsEvery state where you have a filing requirement Annual
Starting fee $1,200 / year
Michael Bennett planning with his wife at home on a laptop

Client story

I send the documents in February and the return is signed in March. The planning call in November is the part I would not give up.

Michael Bennett Physician, Park Slope
Services
Individual tax, planning
Client since
2016
Partner
Daniel Reed

Fees

What it costs

Two ways to engage us for tax work. Your engagement letter fixes the figure before work begins.

  • States you file inEach state after the first
  • Rental propertiesPer property
  • K-1s you receivePer partnership or trust
  • Years not yet filedQuoted once, up front
Estimate your fee
Eleanor Ashcombe

Eleanor Ashcombe quotes every tax engagement.You get the fee in writing within two business days of your consultation.

Individuals

Personal tax

Your federal and state returns, estimates and notices, with a partner's signature.

From $1,200 / year

  • Return preparation and e-file
  • Estimated payment schedule
  • Year-end planning call
  • Notice response included
Book a tax consultation
Recommended

Owners and their business

Books and tax

Business and owner returns filed from books we close every month.

From $950 / month

  • Everything in Bookkeeping
  • Business return, 1120-S or 1065
  • Owner's personal return
  • Quarterly estimates from real figures
Book a consultation

Questions

About tax work

Anything else goes to your partner at the consultation.

When should I send my documents?

As soon as your forms arrive. Most arrive by mid-February; brokerage forms often come later.

Will you file an extension?

Yes, when a return cannot be finished well by April 15. An extension moves the filing date. Any tax owed is still due April 15.

Do you answer IRS and state notices?

Yes. Notices on returns we prepared are part of the engagement.

Can you file prior years I missed?

Yes. We quote each unfiled year once, in the engagement letter, before we start.

Consultation

Talk to a partner about your return

An hour at our office or by video. You leave with a written scope and a fixed fee.

A man reviewing figures on a laptop