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 Tax Preparation & Planning
You shouldn't have to beg for attention from a large agency, or wrestle with tax software you use once a year. We take the time to understand your situation so you get every deduction and credit you're entitled to, this year and in the years ahead.
In short: Boyle Accounting prepares federal and New York State personal income tax returns for individuals, families, retirees, and the self-employed, and plans ahead with you so April holds no surprises. You work with the same experienced accountant every year instead of a seasonal preparer.
What's included
- Federal Form 1040 and New York State IT-201/IT-203 returns, plus other states when needed
- Itemized deduction review, education credits, dependent and child care credits
- Retirement income: Social Security, pensions, IRA distributions and RMD planning
- Self-employment, side-business, and gig income (Schedule C)
- Rental property and investment income (Schedules D and E)
- Estimated tax planning and amended returns
- Help with IRS and New York State notices
Who it's for
Wage earners with more than a simple return, retirees, small landlords, self-employed people, and families going through life changes like marriage, divorce, a new child, or the loss of a spouse.
Frequently asked questions
Do you prepare personal tax returns?
Yes. Personal returns have been at the heart of our practice for decades. We prepare federal and New York State returns and returns for other states when you have income there.
What should I bring to my tax appointment?
Bring last year's return, all W-2s, 1099s, and K-1s, records of deductible expenses such as property tax, mortgage interest, charitable gifts, and medical costs, and any letters you received from the IRS or New York State.
Can you help if I haven't filed in a few years?
Yes. We can gather your wage and income transcripts, prepare the missing returns, and work out a plan for any balance due.
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