Frequently Asked Questions

We offer Business Creation & Licensing, Bookkeeping, Payroll, Tax Planning, IRS Assistance and Business Tax Filing for businesses and individuals. Many clients combine several services, for example monthly bookkeeping with payroll and business tax filing, so one office handles their entire financial picture and nothing is lost between different providers.

Yes. We work with sole proprietors, LLCs, small corporations and corporations, as well as individuals and families. Many of our personal tax clients have more complex returns, such as a house they rent out, investment accounts or self-employment income, and we are comfortable handling those situations carefully and accurately.

Our office is located at 45 Maple St in Garden City, NY, and we serve clients throughout New York City, Long Island and New Jersey. Because documents are shared through a secure client portal, it is easy to work with us even if you are not close to our office, and we can prepare filings for both New York and New Jersey.

Our regular hours are Monday to Friday, 9:00 AM to 5:00 PM, and we are closed Saturday and Sunday. During tax season we also work Saturdays and Sundays to help clients get their returns done on time. The quickest way to reach us is through the contact form, by phone or on WhatsApp.

First you reach out to us. We then advise you on what you need for your situation and send a clear list of the documents to gather. Next we set up your account and give you access to our secure portal, where you can upload and view your documents. Finally, we start the work that fits your type of client, business or personal, and keep you updated along the way.

Yes. We help with the creation of businesses, corporations and small corporations, including explaining which structure fits your goals and how it is taxed. We also help clients find out which business licenses they need and apply for them, so the new business starts organized and compliant from day one.

Yes. Our IRS Assistance service reviews the notice, explains what it means in plain language and helps you prepare the correct response with the right documents. If you have unfiled returns or need corrections, we help you catch up. Going forward, keeping your books current and filing on time helps prevent future non-compliance letters.

Yes. Our bookkeeping service keeps your books done every month, and our payroll service handles paychecks, withholdings and payroll tax filings. Together they give you accurate, current records and the information you need to make decisions, while you focus on daily operations.

After your account is set up, you receive access to our secure client portal. You can upload documents at any time, see what has been received and find past documents when you need them. This keeps everything organized and avoids sending sensitive information by regular email.

Fees depend on the service and the complexity of your situation, for example the number of transactions in your books, the forms on your tax return or the number of employees on payroll. We review your needs during the first conversation and explain the scope before any work begins, so there are no surprises.

Yes. You can communicate with us in English or Spanish, whichever is more comfortable for you. Our website has a full Spanish version, and Claudia works with many Spanish-speaking business owners and families across New York City, Long Island and New Jersey. Tax and accounting topics are easier to understand in the language you know best, so we make sure nothing important gets lost in translation.

Bring a photo ID, your Social Security or tax identification numbers, last year's tax return if you have one, and the income documents you have received, such as W-2 and 1099 forms. If you own a business or rental property, bring your income and expense records as well. After our first conversation we send you a clear, personalized checklist, so you only gather the documents that actually apply to your situation.

Yes. Catch-up bookkeeping is a common starting point for new clients. We reconstruct and organize the missing months or years, reconcile your accounts and bring everything current. Once your records are up to date, we keep them that way with monthly bookkeeping, so you never face another pile of unrecorded transactions at tax time. The first step is simply telling us how far behind things are.

Yes. Many of our clients live in one state and work or run a business in the other, which means filing in both New York and New Jersey. We prepare the federal return together with the state returns that apply to you, and we explain how income is divided between the states so you do not pay more than you should or miss a filing obligation.

It depends on how complex your return is and how complete your documents are when we receive them. A straightforward personal return moves quickly once all forms are in, while business returns and situations with rentals or investments take more care. During tax season we also work Saturdays and Sundays, which helps us keep turnaround times reasonable even in the busiest weeks.

The client portal is a protected online space where you upload your documents, see what we have received and find past documents whenever you need them. It keeps sensitive information like Social Security numbers and financial records out of regular email, and it means you can work with us easily even if you never visit the Garden City office in person.