Form 1040 · NJ-1040 · IT-203
Personal Tax Preparation in Bergen County, New Jersey
Federal and state income tax returns for individuals and families across New Jersey. Every return is reviewed and signed by a CPA before it is filed. Upload your documents, answer our questions in the portal and sign electronically.
Monday to Friday 10am to 6pm, weekends 11am to 5pm. After hours, book a time.
Who we prepare returns for
Simple returns, and the ones that are not.
Employees
W-2 income, bonuses, RSUs, stock options and ESPP shares.
Self-employed
1099 contractors and sole proprietors filing Schedule C.
Landlords
Rental property, including out-of-state rentals.
Investors
Brokerage sales, crypto transactions and K-1s from Partnerships and S Corporations.
Retirees
Pensions, IRA distributions and Social Security.
Multi-state filers
Anyone who lived or worked in more than one state during the year.
Multi-state
New Jersey and New York returns, prepared together.
Live in New Jersey and work in New York, and you file in both. New Jersey gives you a credit for the tax you paid to New York, and getting that credit right is where most of the money is. We do the same for Pennsylvania, Florida moves and part-year residents.
- IT-203New York nonresident return
- NJ-1040New Jersey resident return
- CreditNew Jersey credit for tax paid to New York
What you get
More than a filed return.
Every return you owe
Federal Form 1040 and each state return, e-filed.
A look back
Last year's return reviewed for missed deductions and credits.
Next year's estimates
Estimated taxes calculated for next year. The payments can be scheduled automatically when your return is filed.
Year-round answers
When a notice arrives or your situation changes.
Common questions
Before you book.
What documents do I need to send?
Last year's return, your W-2s and 1099s, mortgage interest and property tax statements, brokerage statements and any K-1s. We send a checklist built from your prior-year return.
Do I need to come to the office?
No. Everything can be done through the client portal. If you prefer paper, there is a secure, locked drop-off box at our Oakland, NJ office.
Can you fix a prior-year return?
Yes. We prepare amended federal and state returns and returns for years that were never filed.
Ready to hand off this year's return?
The first consultation is free. Serving Bergen County, Passaic County and clients nationwide.