Self-Employed and 1099
Schedule C support for freelancers across Brooklyn creative, tech, and professional services.
Individual Tax Preparation
Individual tax preparation led by Brooklyn CPAs
Organised intake, precise credit reviews, and e-filed returns that stay compliant with federal, state, and NYC rules.
- Secure document intake with same day acknowledgement
- Side-by-side review of federal, state, and NYC returns
- Guidance on quarterly vouchers when withholding is short
What you get
- Complete preparation of federal Form 1040, New York State Form IT-201, and NYC Form NYC-1127
- Review of all income sources including W-2 wages, 1099-NEC contractor income, 1099-INT interest, 1099-DIV dividends, and 1099-B brokerage statements
- Evaluation of itemized deductions versus standard deduction to maximize your tax benefit
- Calculation and application of all eligible credits including EITC, Child Tax Credit, American Opportunity Credit, Lifetime Learning Credit, and NYC-specific credits
- Preparation of Schedule A for itemized deductions covering medical expenses, state and local taxes, mortgage interest, charitable contributions, and unreimbursed employee expenses
- +9 more included items
Simple process
1Secure document intake
2CPA review and categorization
3Deduction and credit analysis
+4 more steps
Brooklyn-based CPA
Secure document exchange, same-day acknowledgement, and direct access to your tax preparer.
Comprehensive tax preparation for Brooklyn residents
We gather your tax documents through a secure portal and map every entry to the correct federal, New York State, and New York City schedules. Our CPAs review W-2s, 1099s, interest statements, and deduction documentation to ensure nothing is missed and everything is categorized correctly.
Our CPAs evaluate life changes such as school enrollment, child care, property purchases, marriage, divorce, or new dependents to capture every deduction and credit that fits within current tax code. We analyze how these changes impact your filing status, standard versus itemized deductions, and eligibility for credits like the Earned Income Tax Credit, Child Tax Credit, and education credits.
Before filing we provide a plain language summary explaining each major line item, the tax impact of key deductions, and any differences between your federal and state returns. You review the return through our secure portal, ask questions via encrypted messaging, and approve with a digital signature. Once approved, we e-file federal, New York State, and New York City returns simultaneously and monitor acceptance status.
After filing, we archive your return and supporting documents in our secure portal for seven years. You receive quarterly reminders for estimated payments if your withholding is insufficient, and we remain available to answer questions about your return or respond to notices from the IRS, NYS Department of Taxation and Finance, or NYC Department of Finance.
What's included
- Complete preparation of federal Form 1040, New York State Form IT-201, and NYC Form NYC-1127
- Review of all income sources including W-2 wages, 1099-NEC contractor income, 1099-INT interest, 1099-DIV dividends, and 1099-B brokerage statements
- Evaluation of itemized deductions versus standard deduction to maximize your tax benefit
- Calculation and application of all eligible credits including EITC, Child Tax Credit, American Opportunity Credit, Lifetime Learning Credit, and NYC-specific credits
- Preparation of Schedule A for itemized deductions covering medical expenses, state and local taxes, mortgage interest, charitable contributions, and unreimbursed employee expenses
- Handling of Schedule B for interest and dividend income, Schedule D for capital gains and losses, and Schedule E for rental income or royalties
- Review of Form 1098 mortgage interest statements, property tax bills, and real estate tax payments
- Coordination of Form 1095-A for Marketplace health insurance, Form 1095-B for employer coverage, and Form 1095-C for applicable large employer coverage
- Preparation of Schedule 8812 for additional Child Tax Credit and Schedule 8863 for education credits
- Documented workpapers showing how each deduction was calculated and substantiated
- Electronic filing with confirmation of acceptance from IRS, NYS, and NYC
- Secure document storage for seven years with 24/7 access through client portal
- Quarterly estimated payment reminders and voucher calculations if needed
- Response support for IRS, NYS, or NYC notices related to your return
Typical scenarios we handle
- Brooklyn homeowners with mortgage interest, property taxes, and home office deductions who need to evaluate whether itemizing exceeds the standard deduction threshold
- Parents with children in public or private schools who may qualify for the New York State School Tax Relief credit and education-related deductions
- W-2 employees with significant unreimbursed business expenses, union dues, or professional development costs that may be deductible
- Retirees receiving Social Security benefits, pension distributions, and IRA withdrawals who need careful income planning to minimize tax burden
- Newly married or divorced taxpayers navigating filing status changes and potential tax implications of alimony, child support, or property settlements
- Brooklyn residents who purchased or sold real estate during the tax year and need help with capital gains calculations, Section 121 exclusions, or depreciation recapture
- Taxpayers with medical expenses exceeding 7.5% of adjusted gross income who may benefit from itemizing deductions
- Individuals who received unemployment benefits, PPP loan forgiveness, or stimulus payments and need guidance on taxability and reporting
- Brooklyn commuters who may qualify for transit benefits, parking deductions, or other NYC-specific transportation credits
- Taxpayers with cryptocurrency transactions, foreign bank accounts, or investment income requiring additional forms and disclosures
How we prepare your return
1
Secure document intake
You upload W-2s, 1099s, mortgage statements, property tax bills, and all other tax documents through our encrypted portal. We acknowledge receipt the same day and notify you if any standard documents appear missing.
2
CPA review and categorization
A licensed CPA reviews all documents, categorizes income sources, identifies deductible expenses, and flags any items that need clarification or additional documentation. We build a complete picture of your tax situation before calculating.
3
Deduction and credit analysis
We evaluate whether itemizing deductions will exceed your standard deduction threshold. We calculate all eligible credits including federal credits like EITC and Child Tax Credit, New York State credits like School Tax Relief, and NYC-specific credits.
4
Return preparation
We prepare your complete federal Form 1040, New York State Form IT-201, and NYC Form NYC-1127 with all supporting schedules. Every number is traced back to source documents, and we maintain detailed workpapers for audit support.
5
Review and approval
You receive a plain-language summary highlighting major line items, tax impact of key deductions, and any differences between federal and state returns. You review the complete return through our portal, ask questions via secure messaging, and approve with digital signature.
6
Electronic filing and confirmation
We e-file all three returns simultaneously and monitor acceptance status. You receive confirmation emails when each return is accepted. If any issues arise, we resolve them immediately.
7
Post-filing support
Your return and supporting documents are archived in our secure portal for seven years. If you receive notices from IRS, NYS, or NYC, we help you respond. We also send quarterly reminders if estimated payments are needed.
Brooklyn and New York City considerations
- We ensure New York City resident tax is calculated correctly based on your Brooklyn address and filing status
- We review eligibility for NYC-specific credits including the NYC household credit, NYC school tax credit, and other local tax relief programs
- We coordinate Brooklyn property tax payments with your itemized deductions and ensure proper documentation for NYC Department of Finance records
- We handle NYC Department of Finance notices and help resolve any discrepancies related to property assessments or local tax obligations
- We understand Brooklyn-specific deductions such as transit benefits, parking expenses for commuters, and local business expense deductions
- We ensure compliance with NYC tax rules that differ from New York State requirements, particularly for high earners subject to additional city tax brackets
- We coordinate with Brooklyn-based employers on W-2 withholding questions and help you understand how NYC income tax withholding affects your annual return
Frequently asked questions
How long does individual tax preparation take in Brooklyn?
Most Brooklyn filings are prepared within five business days once documents are complete. Complex scenarios with rental property, multiple states, equity compensation, or business income are scheduled for a seven to ten day turnaround. We provide status updates throughout the process.
Do you handle local Brooklyn tax credits?
Yes. We review New York City and New York State credits such as the School Tax Relief (STAR) credit, NYC household credit, NYC school tax credit, commuter related deductions, and other local tax relief programs. We ensure all Brooklyn-specific credits are correctly applied based on your address and eligibility.
What documents should I upload for a Brooklyn return?
Upload W-2 forms from all employers, 1099 statements (NEC, INT, DIV, B, MISC), mortgage interest statements (Form 1098), property tax bills, child care payment receipts, tuition statements (Form 1098-T), medical expense receipts, charitable contribution records, and any NYC Department of Finance notices. Our portal includes a checklist tailored to your situation.
How do you determine if I should itemize or take the standard deduction?
We calculate both scenarios automatically. If your itemized deductions (mortgage interest, property taxes, medical expenses, charitable contributions, state and local taxes) exceed the standard deduction threshold, we itemize. Otherwise, we use the standard deduction to maximize your tax benefit.
What happens if I receive a notice from the IRS or NYS after filing?
We review all notices free of charge and help you respond. Most notices are routine requests for additional documentation or simple corrections. We gather the necessary records, prepare your response, and handle correspondence with the agency on your behalf.
Can you help if I'm behind on prior year returns?
Yes. We prepare prior-year returns starting with the most recent unfiled year and work backward. We restore your transcript accuracy, calculate any balances due or refunds, and help you negotiate payment plans if needed. See our Prior-Year Catch-Up service for details.
Do you handle rental property income from Brooklyn properties?
Yes. We prepare Schedule E for rental income, calculate depreciation, track repairs versus improvements, and ensure Brooklyn-specific property tax deductions are correctly applied. We also handle passive activity loss limitations and coordinate with any property management expenses.
How do you ensure my return is audit-ready?
We maintain detailed workpapers showing how every deduction was calculated and substantiated. Source documents are organized and archived in our secure portal. If selected for audit, we provide all documentation in an organized format and represent you before the IRS, NYS, or NYC as needed.
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