Start your NYC tax intake

NYC Tax Intake & Fee Estimator

Answer a few focused questions about your income, states, and documents. You’ll see a transparent fee estimate and we’ll generate a checklist tailored to your situation.

Most clients complete this in under 5 minutes. You can pause and return later if you need to hunt down a document.
Estimator · Live Calculator

Document-Based Pricing

Enter how many of each form you have in the form below. The calculator applies our standard pricing automatically and updates your estimated fee in real time. Your final quote is always reviewed and confirmed by a CPA before any work begins.

Base fee: $300 for up to three simple core documents (e.g., W-2s, basic 1099s, SSA-1099). Additional simple docs are typically +$25 each, complex docs +$50 each, with fixed add-ons for Schedules C/E, crypto, itemizing and foreign reporting.

What you’ll need handy

  • Rough idea of your 2024 income sources (W-2, 1099, side gigs, equity, etc.).
  • Which states you lived or worked in during the year.
  • Any big life changes: moves, marriage, kids, new job, business, or property.

This isn’t the full document upload yet — just enough detail so we can quote you properly and guide you through the next steps.



Secure intake form

Complete the form below to estimate your fee and share the basics of your situation.

Get your fee estimate in minutes.

Pick your documents, answer a few questions, and reserve your slot with a small deposit. We assign a dedicated preparer, with veteran CPA review.

© PITA Program · NYB CPA PC

If you prefer not to use online forms, you can email us your documents directly and we’ll guide you through everything step by step.