Individual Tax Preparation
Accurate Brooklyn and New York State filings with documented deduction support.
Multi-State and Nonresident
Multi-state planning that protects Brooklyn residents
Track workdays, withholding, and allocation rules across New York, New Jersey, Connecticut, and remote jurisdictions.
- Day count tracking for executives and remote teams
- Resident and nonresident credit optimisation
- Apportionment models for service and product businesses
What you get
- Complete preparation of federal return plus all required state returns for every state where you have income
- Day count tracking and allocation percentage calculations based on workdays in each state
- Credit for taxes paid to other states calculated and applied to New York returns
- Convenience of employer adjustment calculations for New York residents working remotely
- Multi-state apportionment schedules for businesses showing sales, payroll, and property factors
- +9 more included items
Simple process
1Income and workday documentation
2State allocation calculations
3Credit calculations
+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 build an annual calendar of travel days, remote workdays, and employer nexus to support state allocation percentages. Our CPAs review payroll records, travel itineraries, expense reports, and telework agreements to document where you worked throughout the year. We track workdays by state and calculate allocation percentages based on days worked in each location. We coordinate with employers to obtain necessary documentation and ensure allocation percentages are accurate.
Credit for taxes paid to other states is calculated carefully to avoid double taxation on New York State and New York City returns. We review your out-of-state tax returns and calculate the credit you're entitled to on your New York return. We ensure credits are properly applied and that you're not double taxed on the same income. We also coordinate with other states to ensure proper withholding and tax payments.
Businesses receive apportionment schedules and registration guidance to stay ahead of new filing obligations. We analyze your business operations to determine where you have nexus for state tax purposes. We calculate apportionment factors based on sales, payroll, and property in each state. We coordinate state registration and prepare multi-state returns. We also monitor nexus triggers including remote employees, sales thresholds, and warehouse locations.
We handle convenience of employer rules for New York residents who work remotely for out-of-state employers. We calculate the adjustment to ensure income is not double taxed. We coordinate with employers to obtain necessary documentation and ensure compliance with New York State tax rules. We also handle reciprocal agreements between states that may affect your tax obligations.
What's included
- Complete preparation of federal return plus all required state returns for every state where you have income
- Day count tracking and allocation percentage calculations based on workdays in each state
- Credit for taxes paid to other states calculated and applied to New York returns
- Convenience of employer adjustment calculations for New York residents working remotely
- Multi-state apportionment schedules for businesses showing sales, payroll, and property factors
- State registration coordination and filing support for new nexus states
- Withholding certificate coordination for nonresident partners and shareholders
- Composite return preparation when beneficial for multi-state partnerships
- Documented workpapers showing allocation calculations and credit applications
- Coordination with employers to obtain necessary documentation for allocation calculations
- Support for reciprocal agreements between states that may reduce tax obligations
- Year-end tax planning to optimize multi-state tax positions
- Post-filing support for state agency notices and questions
- Quarterly estimated tax calculations for all states where payments are required
Typical scenarios we handle
- Brooklyn residents who work remotely for out-of-state employers and need convenience of employer adjustments
- Employees who travel frequently for work and need day count tracking across multiple states
- Brooklyn residents who own rental properties in other states and need to file nonresident returns
- Businesses expanding operations who need nexus analysis and multi-state registration support
- Partnerships with partners in multiple states who need composite return preparation
- Brooklyn residents who work in New Jersey or Connecticut and need to file resident and nonresident returns
- Businesses with remote employees who need apportionment analysis and multi-state compliance
- Individuals who moved to or from Brooklyn during the year and need part-year resident returns
- Brooklyn residents who received income from multiple states and need credit calculations
- Businesses with sales in multiple states who need nexus evaluation and registration support
How we prepare your return
1
Income and workday documentation
We gather payroll records, travel itineraries, expense reports, and telework agreements to document where you worked throughout the year. We track workdays by state and calculate allocation percentages.
2
State allocation calculations
We calculate how much income is allocable to each state based on workdays, payroll records, and other factors. We prepare allocation schedules showing the calculations.
3
Credit calculations
We review your out-of-state tax returns and calculate the credit you're entitled to on your New York return. We ensure credits are properly applied and maximize your tax benefit.
4
State return preparation
We prepare returns for every state where you have income or filing obligations. We ensure all returns are complete and all calculations are accurate.
5
Business apportionment
For businesses, we calculate apportionment factors based on sales, payroll, and property in each state. We prepare state allocation schedules and coordinate multi-state filings.
6
Filing and coordination
We coordinate e-filing of all returns and ensure timely submission. We monitor acceptance and handle any rejections. We remain available to answer questions from state agencies.
7
Post-filing support
We remain available to answer questions from state agencies and provide audit support. We also coordinate with states on any notices or inquiries.
Brooklyn and New York City considerations
- We ensure New York City resident tax is calculated correctly for Brooklyn residents subject to city income tax
- We coordinate NYC Department of Finance filings and handle any notices related to city tax obligations
- We understand Brooklyn-specific tax rules and ensure proper application of local credits and deductions
- We coordinate with Brooklyn-based employers on multi-state withholding and allocation questions
- We handle New York State convenience of employer rules for Brooklyn residents working remotely
- We coordinate NYC nexus analysis for businesses with Brooklyn operations
- We ensure compliance with New York State and NYC tax rules for multi-state taxpayers
Frequently asked questions
How do you document remote work outside New York?
We use employer payroll records, travel itineraries, expense reports, telework agreements, and calendar entries to substantiate out-of-state workdays. We track workdays by state and calculate allocation percentages based on days worked in each location.
Do you prepare convenience of employer calculations?
Yes. We evaluate the New York convenience of employer rules and compute the adjustment so income is not double taxed. We coordinate with employers to obtain necessary documentation and ensure compliance with New York State tax rules.
Can you manage composite filings?
We prepare composite and group nonresident returns when they reduce administrative workload for multi-state partnerships. We evaluate whether composite returns are beneficial and coordinate with state agencies on requirements.
How do you calculate state allocation percentages?
For individuals, we typically use a workday method that allocates income based on days worked in each state. For businesses, we use apportionment factors based on sales, payroll, and property. We document all calculations and maintain detailed workpapers.
What happens if I have income in multiple states?
You'll need to file returns in each state where you have income or filing obligations. We prepare all required returns and calculate credits to avoid double taxation. We coordinate with each state to ensure proper compliance.
How do you handle state tax credits?
We review your out-of-state tax returns and calculate the credit you're entitled to on your New York return. We ensure credits are properly applied and maximize your tax benefit. We also coordinate with other states to ensure proper withholding and tax payments.
What if I moved to or from Brooklyn during the year?
We prepare part-year resident returns for both your old and new states. We allocate income and deductions between the two states based on the portion of the year you were a resident of each state.
How do you determine if a business has nexus in a state?
We analyze your business operations to determine where you have nexus. Nexus can be created by physical presence, economic activity, or remote employees. We evaluate thresholds including sales and payroll thresholds and coordinate state registration when needed.
Schedule a consultation
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