Personal & Business Income Tax Preparation and Planning

Tax preparation should not be an annual fire drill. We treat it as the natural output of year-round planning — so by the time the return is filed, every meaningful decision has already been made with the tax outcome in mind.

A CPA-Led, In-House Process

Returns are prepared and signed in-house by Joseph D. Sciarrino, CPA, P.C., a New York licensed Certified Public Accountant who works directly alongside our financial planning team. That means your tax preparer, your advisor, and your bookkeeper all sit at the same table — and your return reflects the full picture of your financial life.

Planning, Not Just Filing

Most tax savings are won before December 31, not in March. We meet with clients throughout the year to project tax liability, time income and deductions, structure entity income, optimize retirement plan contributions, and coordinate investment decisions with your tax bracket.

What's Included

• Federal, state, and multi-state individual returns (1040)
• Business returns: S-corp (1120-S), C-corp (1120), partnership (1065), and Schedule C
• Trust, estate, and gift tax returns (1041, 706, 709)
• Sales tax, payroll tax, and 1099 filings
• IRS and state notice resolution and audit representation
• Quarterly estimated tax planning to avoid surprises in April

Who We Work With

Our tax practice serves W-2 households with complex situations (equity compensation, rental property, multi-state income), self-employed professionals, and small and mid-size business owners across Staten Island, the greater New York metro area, and beyond.