Business Details
50+ Years
experience
Trusted Tax Preparation & Accounting Services in New York
Since 1954, Jackson Tax Service has provided personalized tax preparation and advisory services to individuals and small businesses. Our commitment to staying current with evolving tax laws through annual staff training ensures high-quality service delivery. We prioritize client relationships through flexible, friendly service and active listening, resulting in a strong referral-based business model.Our holistic approach includes tax planning strategies to minimize liabilities and prevent penalties, while maintaining transparency in all client communications. With decades of experience and a focus on continuous improvement, we deliver tailored solutions that align with both regulatory requirements and client objectives.
Services
Income Tax Preparation
Tax Planning
Amended Tax Returns
Business Tax Services
IRS Notice Handling
Tax Consultation
Refund Status Checks
Financial Calculators
Tax Law Updates
Record Retention Advice
Details
- Year established: 1954
Highlights and features
- We offer tax expertise with a personal touch since 1954.
- Our staff undergoes extensive annual training to stay current with tax laws.
- We prioritize active listening to understand unique client needs.
- Transparent pricing structure with no hidden fees.
- Proven track record of successful IRS audit representation.
Associations and certifications
- AccountantsWorld
What people say
Personalized attention
Knowledgeable staff
IRS expertise
Long-term reliability
Clear explanations
Services
Income Tax Preparation
We prepare federal and state income tax returns for individuals and small businesses, including Schedule C/E filings, amended returns, and multi-state tax forms. Our services cover tax ID applications, installment agreements, and IRS audit support. With year-round availability, we handle complex tax situations like injured spouse forms and capital gains reporting through Schedule D.
Tax Planning
Our proactive tax planning services help minimize current and future liabilities by monitoring tax law changes. We implement compliance systems to avoid penalties and offer customized due-date monitoring. This includes strategic advising on business structure selection, retirement planning, and charitable contribution optimization to maximize legitimate deductions while maintaining full compliance.
IRS Notice Handling
We assist clients with IRS notices through systematic analysis and professional representation. Our approach includes document review, penalty negotiation, and resolution strategy development. Services cover installment agreement setup, innocent spouse relief applications, and clarification of ambiguous IRS correspondence to ensure favorable outcomes while reducing taxpayer stress.
Tax Consultation
Our expert tax consultants provide personalized guidance on complex situations like home office deductions, retirement plan withdrawals, and vehicle donation valuations. We analyze business structures (C/S Corp), Roth vs traditional IRA options, and record retention requirements to help clients make informed financial decisions aligned with current tax regulations.
Amended Tax Returns
We prepare and file Form 1040-X amendments for previously submitted returns requiring corrections. This includes addressing errors in filing status, income reporting, and deduction claims. Our service ensures proper documentation, penalty mitigation, and coordination with state tax authorities for multi-jurisdictional accuracy and compliance with statute limitations.
Questions
What should I bring for tax preparation?
Bring prior year returns, W-2s, 1099s, business expense records, and identification. Specialized documents depend on your specific situation.
How do I check my tax refund status?
Use our online Check Your Refund tool with your SSN, filing status, and exact refund amount from your return.
Can I deduct home office expenses?
Yes, if you use a dedicated space exclusively for business. We'll calculate real estate taxes, utilities, and depreciation portions.
What's the difference between C and S corporations?
C Corps face double taxation while S Corps pass income directly to shareholders. We help businesses choose optimal structures for tax efficiency.
How long should I keep tax records?
Maintain records for at least 3 years after filing, longer for significant transactions. We provide specific retention guidance based on your situation.
What if I receive an IRS notice?
Bring notices to us immediately. We'll analyze the issue, explain implications, and develop a resolution strategy to protect your interests.
