BRONX ROOTS. ONLINE CONVENIENCE.
Your taxes.
Handled personally.
Tax preparation with clear pricing and a real person to guide you. Serving Bronx neighbors and online clients with W-2, retirement and self-employment income.
FIND YOUR FIT
Tax help for the way you earn.
Choose the service that matches your income. We'll discuss your documents and confirm the scope before getting started.
Individual returns
W-2 income, filing-status questions and your federal and state preparation needs.
Explore individual preparation02Side hustles & business
Schedule C preparation for freelancers, gig workers and sole proprietors.
Explore Schedule C preparation03Retirement income
Help organizing Forms 1099-R and SSA-1099 for your individual tax return.
Explore retirement preparationCLEAR PREPARATION FEES
Know the price.
Plan your next step.
Standard preparation is $300. Returns with self-employment income start at $400. Ask for a confirmed quote based on your return.
Audit protection is included, subject to the provider's terms and coverage. Bank-product charges, if selected, are separate from preparation fees.
A SIMPLE START
Three steps. One person in your corner.
Start a conversation
Call, text or email with the type of income on your return. No sensitive documents needed for the first inquiry.
Confirm your fee
Review the scope, document-sharing process and preparation price before moving ahead.
Prepare & review
Gather your forms, work through your return and review it before authorizing filing.
GET ORGANIZED EARLY
Have your last paystub?
Start with an estimate.
Ask about a preliminary tax refund estimate using your year-end paystub and your household information. Your final refund may change once all tax forms and facts are reviewed.
Paystubs are for estimates only. Your employer's Form W-2 is needed to file wage income; a paystub is not a substitute.
Ask for a refund estimateGOOD QUESTIONS. CLEAR ANSWERS.
Before we get started.
Can I work with you online?
Yes. Online clients can begin by phone or email. We'll discuss your state filing needs and the document-sharing process before preparation.
Can preparation fees come out of my refund?
Ask about paying preparation fees from an eligible refund. Availability depends on the bank product, eligibility and refund amount. Bank fees may apply; payment from a refund is not free preparation.
Are refund loans available?
The refund loan program is still being selected. Loans are not currently offered through this website. Any future loan offer will identify the lender, approval requirements and applicable terms.
What does audit protection include?
Audit protection is included with preparation, subject to provider coverage and limitations. Ask for the coverage terms before booking. It does not mean an audit cannot happen or guarantee a particular outcome.
What is the vacation voucher offer?
A complimentary vacation voucher offer is planned for the first 100 customers. Ask for eligibility and full redemption terms before booking. A voucher is not a promise of an all-expenses-paid vacation.
YOUR NEXT STEP
Tell me what you need.
We'll take it from there.
Have W-2 income, retirement benefits or a side business? Start with a quick conversation about your return and your preparation fee.
Already a client? Access your secure document portal.
Available December 1
Please don't send Social Security numbers, bank details or tax documents through this form, text or regular email. Ask about the document-sharing process first.