Individual Tax Preparation
In Great Neck, Bayside, Flushing, Garden City, Port Washington, NY and Nationwide
Filing your taxes shouldn’t feel like guesswork—and it shouldn’t end in April. At Premier Tax Planning, we provide detailed, year-round support for individuals and families in Great Neck, across Long Island, and virtually throughout the U.S. From first-time filers to clients with complex financial lives, we help you stay compliant, minimize your tax bill, and plan ahead with confidence.
We Don’t Just File Your Return—We Help You Understand It
Our process is built on clarity, not checklists. We take the time to understand your situation, identify every eligible deduction and credit, and review your return line by line. You’ll never be left wondering “Did I miss something?”—because we don’t rush through the details.
Serving Individuals & Families Throughout Long Island
We proudly support clients in Manhasset, Roslyn, Port Washington, Lake Success, and beyond. Whether you have W-2 income, freelance work, investments, multiple state filings, or a new life milestone (like marriage or kids), we’re here to make sure your taxes reflect your life—not just the numbers.
What You Can Expect with Our Individual Tax Prep Services
Thorough Return Preparation
We file federal, state, and local returns for individuals with diverse income sources—W-2s, 1099s, rental properties, investments, retirement accounts, and more.
Secure Online Portal
Upload your documents and e-sign from anywhere using our encrypted client portal. Prefer in-person meetings? We’re happy to meet in our Great Neck office, too.
Line-by-Line Review
Every return is reviewed for accuracy and completeness. We’ll walk you through key items and answer any questions before filing.
Personalized Tax Advice
Need to decide between itemizing or taking the standard deduction? Wondering how your new job or property sale might impact your taxes? We provide answers tailored to your life—not generic advice.
Amended & Prior-Year Returns
Missed something in a past filing? We can review and amend previous years’ returns to recover deductions or fix errors.
The Power of Tax Prep Combined with Financial Planning
What makes Premier different is that your tax preparer isn’t separate from your financial advisor—they’re the same person or team. That means we see the full picture: your income, your goals, and how smart planning today affects your future.
Selling investments?
We’ll help you understand the capital gains impact before tax time.
Thinking about retirement?
We’ll advise on deductible IRA contributions or Roth conversions that can lower your tax bill now.
Receiving stock compensation or RSUs from your job?
We’ll guide you through timing and tax strategies to avoid surprises.
Own a Rental Property? We Can Help With That, Too.
Owning rental real estate adds tax complexity—but we help make it clear and manageable. From reporting income and depreciation to planning for 1031 exchanges, we ensure your return supports your broader investment strategy.
Frequently Asked Questions
What documents do I need to get started?
We’ll send a custom checklist based on your tax profile. Typical documents include W-2s, 1099s, investment statements, mortgage interest forms, and dependent information.
Can I do everything online?
Yes. Many of our clients across the U.S. handle their entire tax process virtually—through our secure portal, video meetings, and electronic signatures.
Do you help with multi-state or part-year filings?
Yes. We frequently work with clients who moved during the year or have income from multiple states. We’ll ensure each state return is properly handled.
How much do your tax preparation services cost?
Pricing depends on complexity. After a brief initial consultation, we’ll provide a clear estimate before moving forward.
Start Your Tax Prep With a Trusted Advisor
Whether it’s your first time filing on your own, or your return has grown more complex over the years, we’re here to help. With over 40 years of experience serving local families and long-distance clients, we make the tax process clearer, smarter, and more personal.