Individual Tax Preparation in Port Jefferson Station & St. James

Need tax preparation in Port Jefferson or a tax preparer near St. James, NY? Our local CPA team handles individual tax filing across Suffolk County—accurate 1040 preparation, New York State returns, e-file, and plain-English explanations. From W-2s and 1099s to itemized deductions and credits, we help you file confidently and on time.

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File Accurately, On Time—With a Local CPA

We prepare and e-file federal and NY returns for all filing statuses—singles, married couples, seniors, students, and self-employed filers. Expect careful document review, compliance with IRS and New York requirements, and practical guidance to maximize eligible deductions and credits.

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Our Five-Step Filing Process

We keep your return moving—without the runaround:

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Free initial conversation to review your situation and prior returns

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Secure document upload or in-office drop-off (your choice)

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Preparation by an experienced CPA/EA with local NYS expertise

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Review meeting to answer questions and confirm your return

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E-file submission plus a simple “what to do next” checklist

Experience With Complex Returns

Sold a home in Port Jefferson Station, St. James, or Setauket? We address capital-gain considerations and exclusions before you file. Have rental property (Schedule E), RSUs/stock sales, or digital asset transactions? We reconcile 1099-B and cost basis, handle K-1s, and report correctly. Work between states or moved mid-year? We manage part-year and multi-state filings common to Long Island commuters.

More Than Filing: Practical Advice for Next Year

While we prepare your return, we’ll also flag straightforward ways to reduce next year’s bill—adjusting withholding, planning quarterly estimates, or considering IRA/401(k) moves. If deeper strategy makes sense, we’ll recommend a focused session on personal income tax planning so you can act well before next April.

Long Island Expertise, Plain-English Answers

As a Suffolk County CPA firm, we stay current on New York nuances that national chains can miss. We’ll walk you through your return line by line, outline your refund or balance due, and provide a short “do this next” list—so nothing is left hanging after you file. Serving Port Jefferson Station, St. James, Smithtown, Nesconset, Setauket, Mount Sinai, Lake Grove, and nearby communities.