A Year-Round Tax Checklist for Individuals and Families
A year-round tax checklist for individuals and families: what to do each season, key federal and New York deadlines, and records to keep so April is easy.
Personal Taxes
Planning and filing guidance for individuals, families, and retirees.
Need hands-on help? See our Personal Tax Preparation & Planning service.
When to File an Amended Return and How It Works
When should you file an amended tax return? What Form 1040-X fixes, deadlines for claiming a refund, and how to amend your New York return too.
Charitable Giving Strategies That Still Pay Off at Tax Time
Charitable giving tax strategies that still work: donating appreciated stock, IRA qualified charitable distributions, bunching, and the 2026 rule changes.
Owe the IRS and Can't Pay in Full? Your Options
Owe the IRS and can't pay in full? Why you should still file on time, how payment plans and penalty relief work, and New York's options too.
Paying for College: 529 Plans, Education Credits, and Tax Timing
Paying for college with 529 plans and education tax credits: how the American Opportunity and Lifetime Learning credits work and how to time payments.
Tax Planning for Life Changes: Marriage, Divorce, a New Baby, or Losing a Spouse
Tax planning for life changes like marriage, divorce, a new baby, or losing a spouse: filing status, withholding, credits, and what to update first.
Self-Employed or Gig Income: What You Owe and How to Stay Ahead
Self-employed or gig income taxes explained: self-employment tax, quarterly estimates, deductions, and records for freelancers and drivers in New York.
Taxes in Retirement: Social Security, Pensions, IRAs, and RMDs
How Social Security, pensions, IRA withdrawals, and RMDs are taxed in retirement, plus the New York pension exclusion and planning moves for retirees.
Itemize or Take the Standard Deduction? How to Decide
Should you itemize or take the standard deduction? How to compare the two, what changed with the SALT cap, and why New York lets you choose separately.