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Personal Taxes

Whether you have a simple or complex tax return, we can assist you.  All personal tax returns are e-filed at no additional charge.  However, you may “opt-out” if you wish to file your tax return by mail.  We serve hundreds of clients and have the resources to file your tax return in a timely and accurate manner.  We keep your personal information confidential and safe.  All paper documents disposed of are confidentially shredded and recycled.

Are you not sure how the changes in tax law will affect you every year?  The Alternative Minimum Tax is now affecting more taxpayers than ever.  This needs to be calculated for every tax return.  Also, calculating your quarterly estimated tax payments could be a daunting task.  If you underestimate your tax payments, the IRS will assess penalties.  We can assist you with these types of issues, making tax-time stress free.


I'm interested. What is the next step?

Our firm offers other personal tax services, such as:

  • Tax Planning: We will work with you through tax planning, in order to minimize your tax liability.
  • IRS and NY State Representation
  • Assistance with audits

For additional information, please call us at (518) 439-1517. You can also email us at terrell@tlroe.com.


The Next Step

  1. Print a copy of the Client Questionnaire below and complete it to the best of your ability

  2. Make an appointment with us to collect your tax documents and information and discuss any issues. (Please bring a copy of last year's tax return.) - Call (518) 439-1517 or email us at terrell@tlroe.com.

  3. After leaving your information with us (including the client questionnaire), we will prepare the tax return and call you with questions and resolve any open issues.

  4. We will call you when the tax return is complete, usually 3 to 4 days, and make an appointment to discuss and sign your tax return

      pdf 2017 Tax Return Questionnaire

 

Where’s My Refund?

If you are expecting a federal or state refund, and haven't received it yet, check out any of these sites:

Federal

New York

Massachusetts

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TL Roe CPA, PC
449 Delaware Ave., Delmar, NY 12054
(518) 439-1517

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