Serving Saratoga, Warren, Washington Counties and Upstate NY
Email me at jmiller101@tdrtaxprep.com
Free, no obligation, discussion of your tax situation.
Call or Text
518-817-9318
taxes affect us all year. don't wait until april, call now
Total Online Tax Preparation
If you're ready for a new way of doing taxes, give me a call! Online meetings, secure file transfer, e-signatures and e-file means you never have to leave home to do your taxes.
Interested? Not Sure?
Call, text or e-mail me to get started.
(518-817-9318 or jmiller101@tdrtaxprep.com)
Not prepared for a total on-line experience? I offer door-to-door service (limited area, call for availability) and pick up your taxes, then return them to you when your tax returns are ready for signatures. You still don't leave home to complete your taxes.
TDR Income Tax Preparation LLC
I offer an online experience for preparing your taxes.
- Meet online to discuss your tax options - first consultation is free.
- Reasonable Rates, determined by the complexity of your tax return.
- Call, email, text or schedule an online meeting.
- Serving Saratoga County and upstate New York.
- On-Line Signatures and secure document exchange using Verifyle.
- Online meetings not an option for you? I will come to you to discuss your taxes, pick up forms and gather signatures.
- Protection Plus included on all 1040 returns.
- Full documentation provided.
- E-file of all applicable tax forms.
- No upfront fees, pay only when your ready to submit your return.
- Enrolled Agent, licensed to practice before the IRS
I'm available all year to answer tax questions.
Did you ever have a tax question and find out your big-box tax preparer is no where to be found, their office closed and you have to make an appointment to talk to somebody?
If you receive a letter from the IRS or just a have a tax question in general, I'm only a phone call away and available all year. No appointment is necessary and you can call, text or email your question. I don't close my doors April 15th and then disappear until the next January.
Answers to your tax questions and tax reviews are included as part of your tax preparation package. Another benefit of hiring an independent tax preparer!
Now Offering Bookkeeping and Payroll Servivces!
Want to consolidate your accounting needs?
Accounting services with quarterly P&L and annual Income and Tax reports.
Payroll services for both W2 employees and 1099 contractors. All taxes submitted and forms filed. Include annual W2 and 1099 statements.
Call me for more information.
Please, do not take Tax advice from the Internet.
There are quite a few people spouting tax advice on the internet, some good, some bad, some satire.
First, since they don't know your tax situation, they only offer generic advice, which may not apply to you or could actually harm you.
Second, if the advice they give is erroneous (and not obviously satire), the tax practitioner can be held liable, so what you hear is the legaleze version, decorated to sound like the perspon is a tax authority.
Third, they don't discuss meaty issues, that require in-depth interviews to determine the best course of action.
If you see something interesting or have questions, give me a call, text or make an appointment and we can review your taxes together.
How do I fill out the new W4?
Starting a new job or updating your tax withholding? The W4 is designed to withhold as close to what you actually owe as possible. This means you get more per paycheck, but may have no refund, or even owe, at tax time.
If you have more than one income, there is a selection check box in step 2 to indicate that you have a second job, but this only works if the wages are close to being equal. If you're married and you both work, both spouses should indicate a second job by selectiong the check box. Step 2 helps, but doesn't work if there is a big difference in wages, see step 4 to make an adjustment. There is a calculation for the child and dependent credit in step 3, make sure only one parent takes the credit. You can also add a fixed withdrawal per paycheck in step 4 to make sure you don't owe in April.
Confused? Give me a call for a FREE consultation and a custom W4.
- Use the chart in the W4 to have extra money withheld from the higher paying job.
- Monitor your Year-To-Date withholding to make sure you have enough taken out to avoid surprises at tax time.
- Schedule an appointment for a FREE (yes, absolutely FREE, no obligation, no hard sell, no strings attached) evaluation of your tax withholding.
Pricing is based on the complexity of your tax return.
- IRS 1040 and NYS-201, Single is $115, Married filing Joint is $145, with W2, 1099R, 1099-Div, or SSA Income.
- Itemized Deductions on 1040 Schedule A - Starting at $30, final price based on complexity.
- Includes up to 5 Stock-Transactions reported on 1099-B. Additional Fee based on number of transactions reported.
- Income Reported on K-1 - $75 per K-1
- Sole Proprietor / Disregarded Entity LLC - Starts at $75 with no employees, gross sales less than $400,000. Additional Fees based on further complexity.
- Rental Income Schedule E - $135 per single unit property. Larger properties’ price is based on complexity.
- Additional State Income Tax returns starting at $60. Except CA.
- Partnership form 1065 starting at $385, includes K-1's for the first two partners. Additional Partners are $45 each.
- New York State LLC form IT-204 e-filed, starting at $25. Additional fee based on complexity.
- 1099 / W2 filing: $30 for the first 1099, $12 for each additional form .
- Trust / Estate form 1041 starting at $175, additional fee based on complexity.
- S-Corp starting at $485. C-Corp pricing starting at $685.
- I provide a final invoice after reviewing your tax situation. Payment is not due until your taxes are ready to file.
- All returns are e-filed where applicable. (Some forms are not eligible.)
Check my EA status with the IRS.
Enrolled Agents (EA) are America’s Tax Experts.
Enrolled Agents (EA) have been around since the 1880’s, originally created to handle Civil War claims brought in front of the Treasury department. In 1913, their role was expanded to include income tax. Today, you must pass three rigid exams and pass a background check to become an EA. EA’s are licensed to practice before the treasury department and we serve as America’s Tax preparers. EAs are granted unlimited practice rights to represent taxpayers before the IRS and are authorized to advise, represent, and prepare tax returns for individuals, partnerships, corporations, estates, trusts, and any entities with tax-reporting requirements. Enrolled Agents are the only federally-licensed tax practitioners.
You can check my EA status by going to:
https://irs.treasury.gov/rpo/rpo.jsf
My Zip Code: 12863
Last Name: Miller
The search will show that I am enrolled as an EA with the IRS.
I am a member of the National Assiocation of Enrolled Agents and the
New York State Society of Enrolled Agents.
I sold my house, will I owe taxes?
If you sold your house, you may owe taxes on the increase in value. The broker who handled your sale may send you a form 1099-S, listing the sale price of your house and a copy is also sent to the IRS. It's up to you to file the proper forms to let the IRS know you do or do not owe tax on the gain.
The rule is you have to own the house for five years and live in it for at least two of those five years. Then you can get an exclusion on part of the gain. But there are some restrictions that may disallow the exclusion and there are several exceptions where you may be able to get a partial exclusion.
Give me a call for FREE consultation to discuss your tax situation.
IRS Payment Plans
Did you know that the IRS offers payment plans? If you cannot pay on time (generally April 15th), you can setup a payment plan with the IRS. You can do this on-line at www.IRS.gov.
Some things to know:
- Make sure you can pay the schedule you set up.
- You will still be assesed interest and penalties by the IRS.
- Approval by the IRS may be needed.
- There are limits to the maximum amount of taxes you owe.
Call to further discuss installment payments or visit
Confidentiality
All of your financial information that you share for preparing your tax return is kept confidential. I don't discuss or share your information with anyone and I don't sell your contact information to anyone. As an Enrolled Agent, I am duty bound to client confidentiality.
BOI is Beneficial Ownership Information required by FinCEN.
FinCEN, part of the Treasury Department, requires that all LLC's Partnerships, S-Corp entities and a C-Corp with less than $5,000,000 in gross income, report their Beneficial Ownership Information(BOI). Entities formed before 2024 have until the end of 2024 to report. Entities formed in 2024 have 90 days after forming to report. New entities after 2024 will have 30 days to report.
Go to fincen.gov to find out more and and report BOI.
Personal Income Taxes
Pricing varies depending your unique Tax situation. Contact me for a free estimate.
Federal and NY State Taxes - Form 1040 & IT-201
$115
Single and Joint Filers, W2 income or Retirement.
This is your basic tax filing.
Protection Plus
$0
$2500 Preparation Guarantee included on all 1040 returns filed.
Schedule E - Supplemental Income and Loss
Call
Income from property rentals, Partnerships, S-Corps and Royalties.
Estates and Trusts - Form 1041
Call
Trust and Estates have their own tax forms to fill out. Give me a call if you are responsible for a trust or estate.
Business Taxes
Schedule C for the Gig Environment
45
Did you drive for Lyft or deliver for Door Dash? Your income gets reported on Schedule C and is in addition to any income from an employer.
Schedule C for the Sole Proprietor
Call
Call, text or email me for a free, confidential consultation to discuss your business taxes
Small Business and Partnerships
Call
Call, text or email me for a free consultation to discuss your business taxes
Prices may vary and your final cost will depend on the complexity of your tax situation. Not all forms are listed.