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Experience a Stress-Free Tax Season & Expert Guidance
Whether you are an individual, small business owner, or corporation, we have the expertise to handle all of your tax needs. Trust us to handle your tax matters efficiently and accurately.
Text us to learn more about how we can help you and your business!
What We Do
Tax Preparation
Effective tax preparation is vital. It helps minimize your future tax liability, while optimizing your returns. Our experienced team helps proactively manage your business tax issues, including understanding how upcoming business opportunities impact your tax status and vice versa.
We are well versed in how the latest federal, state, and local tax legislation, and other developments affect you and your business and we are constantly identifying new ways to reduce tax liabilities.
Notary Services
Chief Financial Officer (CFO) Advisory Services
From optimizing tax strategies to streamlining financial operations, our CFO Advisory Services are designed to maximize your company’s financial potential.
Resources
Tax Appointment Checklist
Coming Soon!
Taxpayer Bill of Rights
Being a taxpayer in New York State means knowing your rights to navigate taxes effectively. Understanding these rights helps protect against unfair practices, ensures accurate assessments, and allows access to available benefits. Click here to learn more about your taxpayer rights in NYS.
Record Retention Guide
Coming Soon!
FAQs
How Do You Determine Your Fees?
Our fees are not determined by your refund amount. Our fees vary based on the complexity of your return, whether you require additional schedules (such as itemized deductions on Schedule A, dividend and interest on Schedule B, business information Schedule C, capital gains and losses on Schedule D and/or rental income and losses on Schedule E); supporting forms, (such as those for the child tax credit or additional charitable donation information); due diligence checklist to claim any credit, or whether your return has out of the ordinary line items (like Roth IRA conversions).
Extra fees apply for filing extensions, amendments, making payments to the IRS or State on your behalf, and correcting mistakes that are not due to our error.
How Much Will It Cost to File A Return For Previous Years?
Each tax year attracts the current fee for this year.
Do You Offer Tax Refund Estimates?
Why Do I Have to Make a Minimum Payment Before You Process My Return?
To ensure payment for our time and expertise. This retainer is non-refundable but goes towards the total cost to complete your return. We will not start the work on your return until the minimum payment is received.
Do you offer Refund Anticipated Loans (RAL)?
What Documents Do I Need to File My Taxes?
Please see our “Tax Appointment Checklist“
What Payment Methods Do You Accept?
- Cash
- Money Order (from Post Office or Western Union)
- Zelle – use email info@sitaas.net
- Cash App – $Sitaas
- Venmo – @Sitaas
- Credit Card / Debit Card (transaction fees apply) using the secure client portal.
Can I Sit With a Tax Preparer While My Taxes Are Being Done?
Do I Need an Appointment?
No, you do not need an appointment to drop your documents off. If you are out of town, out of state, or do not feel like making a trip to the office, you can use our secure online portal to upload your documents. You can also send your documents via postal mail. We do NOT accept documents via email or text.
When is the Tax Deadline?
How Do I Access the Client Portal?
For new clients, instructions to access the portal will be sent directly to you via text once your account is created. You MUST change your password when you access the link for the first time
For ongoing access, click here. If you forgot your password Click “Need a Password or Forgot Password”.
Can You Take the Tax Prep Fee Balance From My Refund?
No, we no longer engage in this practice.
What is the Best Way to Contact You?
Via our secure text line (914-371-3564), email, or online portal . Please allow up to 72 hours for a response to any inquiry.
Phone calls are welcomed (914-667-0403), but do NOT guarantee contact with OR a call back from our primary tax preparer due to their limited availability during the tax season. Please be assured that if the tax preparer NEEDS to meet with or speak with you, you will be contacted.
How Long Will It Take to Process My Return?
Please allow us 14-21 calendar days to process your return AFTER you have provided all your documents, signed our engagement letter, and made the minimum payment. Should we require additional information or documents from you, we will ask via text, email, or telephone. This time frame still applies for all documents submitted after March 21st.
How Will I Know If I Owe Without Filing?
Ensure that all your tax documents are submitted by March 21st. If you are unable to file by the deadline of April 15th you can ask for an automatic 6-month extension OF TIME TO FILE, which helps to avoid a “failure to file” penalty from the IRS if you owe. The cost to file for an extension is $225.00.
How Can I Get a Copy of My Return?
An electronic copy of your completed return will be uploaded to your portal. You can download, save, and print as you wish. You have 24/7 access to all your uploaded documents in the portal as long as you are a client. A hard copy of your return and documents will be kept at our office for 30 days from the e-file date. Requests for additional copies will incur a $50 charge.
What if I Want to Meet with the Tax Preparer for a Face-to-Face Consultation?
If you insist on meeting with the tax preparer, a non-refundable deposit of $225 is required to schedule an appointment. This deposit/charge is separate from the tax prep fee.
How Much Will It Cost to Do My Return This Year?
- Form 1040 US Individual Income Tax return STARTS at $325
- If you have a Schedule C Profit or Loss from Business add $350
- If you have a Schedule E Rental Property add $350
The final cost will depend upon the number of forms we are completing.
What is the Status of My Refund?
Visit www.irs.gov to check on the status of your refund.
Our office will not have ANY information on the status of your refund.
Are There Perks For Referring Anyone?
How Will I Know When My Return is Completed and E-Filed?
You will receive a series of text messages about the status of your return as it is being processed. When your return is completed, you will receive a text message with the refund amount/amount owed and tax prep fee balance due if applicable. If you have a tax prep fee balance, your return will not be e-filed until FULL payment is received. Once payment is received your return will be e-filed on our schedule.
Experience the difference of working with a team who cares. Contact us and start maximizing your returns!