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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.

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.

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.