Individual Tax Preparation Services
Tax season made simple, secure, and stress-free—with a Long Island CPA who takes your situation personally.
Filing your taxes shouldn’t feel like a guessing game.
Whether you’re a W-2 employee with a straightforward return, a contractor juggling 1099s, or a household with multistate income and real estate holdings, your tax situation deserves careful attention—not one-size-fits-all answers.
James Kalaitzis, CPA offers over 35 years of individual tax experience serving people right here on Long Island. His approach is practical, personal, and built on long-term client relationships. That means no handoffs to junior staff, no vague “upload it all and wait” systems, and no nickel-and-diming for questions.
Who This Service Is For
If any of the following apply, you’ll benefit from working directly with James:
- You’re tired of wondering if your DIY software is costing you more than it’s saving
- You’ve had a major life change (new job, home, marriage, baby, inheritance, retirement)
- You file in multiple states or have non-W2 income (contracting, rentals, investments)
- You want to work with a real person who will remember your name next year
- You’re looking for long-term guidance—not just a fast return
James works with individuals, couples, and families who want to file with confidence and get proactive about their financial future.
What’s Included in Individual Tax Filing
Every return prepared by James includes:
- Federal tax return preparation and e-filing
- One or more state returns (New York and others, as needed)
- Review of all relevant deductions and credits based on your unique situation
- Identification of any red flags or audit risks before filing
- Personalized recommendations for future savings or strategic changes
- Digital delivery of your return via secure portal
- Clear guidance for next steps, including estimated payments if applicable
- A real human being to call or email when you have questions—this year or next
Common Filing Situations James Handles
- W-2 Employees with one or more jobs
- Freelancers receiving 1099-NECs
- Landlords and property owners with rental income
- Educators, nurses, and public employees navigating job-related deductions
- High-income earners looking for efficient tax management
- New homeowners claiming mortgage interest and property taxes
- Young professionals filing for the first time
- Retirees managing Social Security, pensions, and required distributions
- Remote workers earning income across multiple states
Not sure where you fall? That’s okay—James will help sort out what matters and what doesn’t.
Beyond the Numbers: Why Individual Filing with James Is Different
Most people don’t realize how many small details can affect their taxes:
Child tax credit eligibility changes every year
Healthcare coverage gaps can cause penalty triggers
Early withdrawals from retirement accounts often go unreported or misunderstood
Moving expenses are no longer deductible for most people—but exceptions exist
Educational expenses, side hustle write-offs, and investment losses all play a role
Working with James means having someone who knows what questions to ask. He’ll walk through your return line by line, if you want to—and summarize it for you if you don’t.
“It’s not just about this year’s refund. It’s about setting you up for next year, too.” – James
What to Expect From the Process
01
Connect
Reach out via phone or email and tell us a bit about your situation. Are you self-filing this year, coming from another CPA, or catching up on prior years?
02
Upload, Mail, or Drop Off Your Documents
You’ll receive access to James’s secure portal. Upload W-2s, 1099s, mortgage interest forms, charitable donations, and anything else you think might be relevant. Not sure? Upload it anyway—James will sort it out.
Technology not your thing? You can easily mail in or drop off your documents and we will schedule a meeting.
03
Review and Clarify
James personally reviews every return. He’ll contact you with questions, suggestions, or additional deductions to consider. This step is where most CPAs rush. James doesn’t.
04
Sign and File
Once you approve the draft, your return is filed electronically and saved in the portal for your records. If you’re getting a refund, you’ll get direct deposit info. If you owe, James will guide you through making payments on time and without penalties
05
Post-Filing Support
Tax season ends. James doesn’t. You can reach out any time during the year with questions, adjustments, or planning needs. He’s your CPA year-round, not just when deadlines loom.
Multistate Filings & Complex Returns
Do you live in New York but work remotely for a company based elsewhere?
Did you move this year? Do you own property in a different state?
James regularly prepares returns for clients with income across multiple jurisdictions. He understands how to allocate income, apply credits for taxes paid to other states, and avoid costly double taxation.
Multistate issues are one of the most common reasons people upgrade from software to a CPA. James makes it simple.
Why Clients Keep Coming Back
- He’s responsive. You won’t wait a week to hear back.
- He’s personal. Many clients have worked with James for over a decade.
- He’s practical. No fear-based tactics. Just smart guidance and transparency.
- He’s thorough. Every return is reviewed for accuracy, strategy, and clarity.
- He’s local.
James understands the rhythm of Long Island life—and the nuances of New York tax law.
What It Costs
James provides individual tax preparation services at competitive flat rates based on complexity—not time spent. Most individual returns fall within a transparent range, and you’ll receive a quote up front.
- Simple W-2 returns start at $150
- Moderate complexity (multiple income sources, deductions): $300-1000
- High complexity (self-employment, multistate, rentals): Custom quote after initial review
No surprises. No upsells. No hourly fees for asking good questions.
Ready to File with
Confidence?
Let’s talk about your return—and your long-term tax health.
Or use our Contact Form to schedule your first appointment.