Richmond Hill, NY · (646) 410-8831 · info@cadavidservices.com
Richmond Hill, NY · (646) 410-8831 · info@cadavidservices.com
Services / Tax Preparation Services
Need to prepare an individual or family tax return? We review the information you provide, explain which records to gather and prepare your return for you to review.
We help prepare your federal or state tax return using your income records, dependent information and other relevant details.
Before work begins, we discuss your situation and the documents needed. We review the prepared information with you.
W-2s, 1099s and other records, as applicable
If your income records come from several sources, we help you organize them and identify what is still needed to prepare the return.
Not sure what to bring? Tell us which tax year you need to file for and what types of income you received.
We explain which information to gather and how to arrange the transfer of sensitive documents before you send them.
If you need a prior-year return, a correction or help with another tax matter, describe it in your message.
We will confirm whether we can assist, what the work includes and whether you need a professional with a different specialty.
Tell us which tax year you need to prepare and whether the request concerns an individual or family return. Do not include Social Security numbers or banking information in your first message.
We agree on the scope, costs and records needed, including W-2s, 1099s and other documents relevant to your situation.
We organize the information you provide and prepare the agreed work. You review your details and clarify any missing information.
We review the prepared documents and the instructions relevant to the service. Refunds and IRS or state processing times are not guaranteed.
The list depends on your income and circumstances. Start by telling us the tax year and types of income; we will then confirm which records are needed.
No. The result depends on the information, applicable rules and review by the tax authority. We do not promise a refund amount.
Yes. Describe the year and what you need so we can confirm whether we can help and the scope of the work.
Ask about the scope and applicable charges before authorizing the service. We do not publish a single fee because requests may vary.
To get started, use our contact page. Do not include Social Security numbers, banking details, passwords or sensitive documents in your first message.
Availability and scope are confirmed before work begins. Refunds, results and tax authority processing times are not guaranteed.
