Resources & FAQ

Plain-English notes on tax and money decisions.

Answers to common questions, and guides as they are published.

FAQ

Common questions.

Short answers to the questions clients ask most.

What does a Strategy Session cost?

$295. The fee is credited in full toward Year-Round Partner.

Are your prices published?

Yes. Individual tax returns start at $249, business tax returns at $649, and complex returns are a flat $1,500–3,500.

Can you certify documents for an ITIN application?

Yes. Ian is a Certifying Acceptance Agent, so documents are certified in the office and your passport never leaves your hands.

What happens if I get a letter from the IRS?

Routine IRS, state and city letters are covered by Notice Shield or quoted flat before work starts. Examinations are coordinated with a controversy specialist.

Insights

Articles & guides.

Short guides based on IRS instructions and pages, with the sources listed in each article.

Have a question that isn’t here?

Book an appointment or call (212) 214-9272.