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Tax Burdens
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taxburdens

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Pointing You In The Right Direction


Tailored tax plans to foster financial growth for individuals and small businesses.

Schedule an appointment

taxburdens

taxburdenstaxburdenstaxburdenstaxburdens

Pointing You In The Right Direction


Tailored tax plans to foster financial growth for individuals and small businesses.

Schedule an appointment
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Our services

Tax Consultation

3 Pillars of Smart Tax Management

3 Pillars of Smart Tax Management

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Our tax consultation service provides personalized advice on tax planning, compliance, and strategies to minimize tax liability for individuals and businesses.


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3 Pillars of Smart Tax Management

3 Pillars of Smart Tax Management

3 Pillars of Smart Tax Management

 Our service helps you plan and strategize for the long term. We enable individuals and businesses to prep accurately, maximize savings, and reach their financial goals with the lowest possible tax bill. 

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Tax Preparation

3 Pillars of Smart Tax Management

Tax Preparation

Our tax preparation service includes accurately preparing and filing tax returns for individuals and businesses, ensuring compliance with tax laws and regulations while maximizing deductions and credits. Your business is our business. 

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  Ready to meet your financial goals? Taxburdens offers personalized tax consultation and year-round planning for individuals and businesses. We create custom strategies to promote growth, manage complications, and keep your finances secure. Trust our expertise. 

other services

Taxburdens Bookkeeping Bundle Plan Services

  

Running a business is hard enough without playing "detective" with your bank statements or worrying about your taxburdens weighing you down. Our all-in-one bundle plans handle the heavy lifting of bookkeeping and strategy while pointing you in the right direction with a clear financial roadmap. Comparable to our stand-alone bookkeeping services

Lighten - $450/mo. *Bookkeeping Only: $250/mo.

Lighten - $450/mo. *Bookkeeping Only: $250/mo.

Lighten - $450/mo. *Bookkeeping Only: $250/mo.


Clean records and a stress-free tax season.


*Bookkeeping: Categorization and reconciliation for up to 60 transactions/mo.


*Accounts: Management of 1–2 accounts to keep business and personal separate.


Compliance: High-level data "reasonableness" review for accuracy.


Audit Defense: Maintenance of audit-ready financial records.


*Support: Reliable email support for routine deductible questions.


*Deliverable: Tax-Ready Year-End Package (P&L and Balance Sheet).


Select plan

Lift - $850/mo. *Bookkeeping Only: $500/mo.

Lighten - $450/mo. *Bookkeeping Only: $250/mo.

Lighten - $450/mo. *Bookkeeping Only: $250/mo.

  

Proactive support for expanding businesses.


*Bookkeeping: Expanded support for up to 200 transactions across 4 accounts.


Business Tax Filing: Full annual business return included.


*Operations: Sales tax tracking and 1099 contractor management.


*Insights: Monthly close checklists and unusual spending alerts.


Tax Advisory: Guidance on Entity Optimization (e.g., S-Corp election).


Tax Planning: Mid-year projections to eliminate "April surprises."


*Support: Priority email access for faster turnaround times.


*Deliverable: Quarterly 30-min Strategy Calls to review growth and budget.


select plan

Liberate - $1,850/MO. *Bookkeeping Only: $1,250/mo.

Lighten - $450/mo. *Bookkeeping Only: $250/mo.

Liberate - $1,850/MO. *Bookkeeping Only: $1,250/mo.

  

Total financial oversight and high-level strategy.


*Bookkeeping: High-capacity support (200–500 transactions & 5–8 accounts).


*Advanced Tracking: Multi-entity/class tracking and accrual adjustments.


*Business Filing: Both Business and Personal returns included. After 6 months of service.


Tax Strategy: Quarterly estimated calculations and EOY "Optimization Sprints."


Strategic Advisory: Advanced tactics (Augusta Rule, Optimized Payroll).


CFO Oversight: Monthly forecasting for taxes, hiring, and distributions.


Audit Defense: Fully managed, end-to-end protection.


*Support: Real-time Phone and Zoom access for big decisions.


*Deliverable: Monthly Strategic Partnership sessions with "what-if" modeling.


call for a consultantion

Customize your plan with these specialized services:

Payroll Processing: $100 per month base. + $25 per employee ($250 setup fee).

Payroll Changes / Corrections: $150 per event

Sales Tax Filing: $100 per return, per jurisdiction. 

Accounts Payable/Receivable: $5 per bill or invoice ($100 monthly minimum). 

Catch-Up Projects: $250 (1–2 months), $650 (3–6 months), or 6+ months: Custom Project

Special Requests/Non-Routine Work: $100/hour (1 hour minimum)

Expert Consulting: $100/hour for scheduled Phone/Zoom support.

FORMS AND DOCUMENTS

What tax documents are needed

Individual Tax Preparation Checklist  

 
Single-Member Tax Preparation Checklist

 

Multi-Member Tax Preparation Checklist


S-Corp Tax Preparation Checklist


C-Corp Tax Preparation Checklist 

Girl & Dog

Protect Your Future

  Get your family headed in the right direction and set your family up for success! Organizing your personal affairs is the key to peace of mind. Protect them (and yourself!)—download our emergency tool kit below and get started today. 

Emergency tool kit

"Having a tax professional on your side pays off, as it helps you avoid paying twice for errors made with the tax authorities."


Taxburdens Quote

GET READY FOR THE 2025 TAX YEAR

Set up an appointment today!

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STARTING A BUSINESS

Launch Smarter with Strategic Tax Planning

Starting a business is a milestone that demands more than just compliance—it requires a roadmap. As your tax consultants, we do more than record history—we shape your financial future. We implement high-level tax strategies designed to offload complexity and secure the peace of mind you need to scale.


Our 3-Step Strategy


  • 1.      Entity Optimization: We analyze and select the ideal structure to shield your assets and slash self-employment taxes.
  • 2.      Liability Minimization: We deploy proactive strategies to lower your tax bill and keep more capital in your business.
  • 3.      Deduction Maximization: We aggressively identify every credit and deduction you’ve earned, ensuring no money is left on the table.


Don't just start a business—build a tax-efficient legacy. 

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MAJOR LIFE CHANGES AND YOUR TAXES

Major life milestones—from marriage and parenthood to career shifts and retirement—don't have to be sidelined by financial stress. While these transitions can feel overwhelming, they often unlock significant tax advantages that can strengthen your financial position.


Whether you're navigating a growing family, homeownership, or retirement planning, our expert tax consulting and bookkeeping services are here to simplify the complexities of tax law and help you maximize every available benefit. 

Stop managing life’s transitions in isolation. We transform your major events—marriage, homeownership, or career shifts—into a proactive tax strategy.


Our approach moves beyond basic filing to aggressively identify every deduction and credit triggered by your year. We ensure you capture every benefit you’ve earned while navigating the complexities on your behalf.


Don’t just file; optimize.

Learn More...

what's new?

WHAT'S NEW? TOPICS!

Tax Season 2026 Changes


Due Dates for Tax Forms and Other Information

  

Taxburdens Tax Records Retention


Taxburdens IRS/SSA Filing Deadlines


2026 Tax Deadlines for Filing 2025 Individual and Business Returns


Tax Filing & Refund Deadlines

TAXBURDENS TAX TIPS

Taxburdens Self-Employment Tax Tips and Deductions


Taxburdens Tips for Freelancers 


Taxburdens Tips Before Calling the IRS

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Taxburdens

New York, New York 10026

(212) 457-1497

This week hours of availability

Mon

11:00 a.m. – 07:00 p.m.

Tue

11:00 a.m. – 07:00 p.m.

Wed

11:00 a.m. – 07:00 p.m.

Thu

11:00 a.m. – 07:00 p.m.

Fri

By Appointment

Sat

Closed

Sun

Closed

Hours May Change Weekly

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