Guides, calculators, and essential information to help manage your finances
Estimate your federal income tax liability based on 2025 tax brackets
* This calculator provides estimates only based on 2025 federal brackets. Actual liability may differ. Consult your CPA for personalized tax advice.
Compare what you're paying now vs. what you'd pay with professional tax planning
See the difference professional CPA guidance can make
Estimated annual tax savings
* Savings estimates are based on common deductions, credits, and entity structure optimization. Actual savings vary. Schedule a free consultation for a personalized analysis.
Access guides, calculators, and documents to help manage your finances
Download our comprehensive checklist to ensure you have everything ready for tax season.
Download PDFEssential tax and accounting tips for small business owners and entrepreneurs.
Read GuideUnderstand the differences between LLC, S-Corp, and C-Corp to choose what's right for you.
View GuideStay informed about the latest tax law changes including updated brackets, SALT deduction rules, and SECURE Act provisions.
Read UpdatesUpdated 401(k), IRA, HSA, and other retirement/savings contribution limits for 2026.
View LimitsMark your calendar with these key dates
Deadline for employers to issue W-2 and 1099 forms to employees and contractors
Tax return deadline for S-Corporations and Partnerships (Form 1120-S and 1065)
Filing deadline for individual tax returns (Form 1040) and Q1 estimated payments
Second quarter estimated tax payment deadline for individuals and businesses
Third quarter estimated payments and extended business entity returns due
Filing deadline for extended individual (1040) and corporate (1120) returns
Individual tax returns are due April 15th each year. However, we recommend filing as early as possible to avoid the last-minute rush and to receive any refunds sooner. Extensions are available but still require payment of estimated taxes owed by April 15th.
Common documents include W-2s from employers, 1099 forms for contract work or investment income, mortgage interest statements (1098), property tax records, charitable donation receipts, and healthcare coverage information. Business owners will also need income and expense records.
The choice depends on your business structure, income level, and long-term goals. LLCs offer simplicity and flexibility, while S-Corps can provide significant tax savings on self-employment tax for profitable businesses. We recommend scheduling a consultation to discuss your specific situation.
Our fees vary based on the complexity of your tax situation and the services required. Individual returns start at $350, and small business monthly packages start at $199/month. Contact us for a free consultation and customized quote based on your needs.
Yes! While we're based in Yonkers, NY, we serve clients throughout Westchester County, New York City, Connecticut, New Jersey, and beyond. Our cloud-based systems allow us to work efficiently with clients anywhere.
The NY Pass-Through Entity Tax (PTET) is an optional tax that allows eligible partnerships and S-corporations to pay state income tax at the entity level, providing a workaround for the $10,000 SALT deduction cap. This can result in significant federal tax savings. We can help determine if the election is right for your business.