Done for you · New York · Federal + State
Your taxes, handled.
Signed by a
real preparer.
Send us your documents and we prepare your federal and New York return, computed to the dollar. A licensed preparer reviews and signs every return before it reaches the IRS. You approve. We file.
// Direct IRS e-file · 1040 + IT-201 · filing year-round in New York
// How it works
Three steps. We do the rest.
No software to learn and no forms to wrestle with. You send your documents; we handle everything from there.
Send your documents
Upload them, snap a photo, or forward the emails. W-2s, 1099s, last year's return. That is all we need to start.
We prepare and review
We build your federal and New York return and a licensed preparer checks every line. Nothing is rubber-stamped.
You approve, we file
You get a plain summary to approve, then we transmit straight to the IRS and track your refund to your account.
// Why Margin
The accuracy of a machine.
The judgment of a person.
We pair careful software with a real preparer, so your return is faster than a traditional office and more thorough than filing it yourself.
Caught before you file
Every number is checked twice: once by our software, once by a person. Fewer errors, fewer IRS notices, faster refunds.
You see everything
A plain summary of your entire return before anything is sent. No black box, no jargon, no surprises at the end.
Nothing gets missed
We claim every credit and deduction you qualify for, including the New York ones most filers overlook.
// A licensed preparer, not a robot
A real person signs your return. Always.
Automation does the heavy lifting, but it never files on its own. By law, the preparer of record reviews and personally stands behind every return. We make that review fast for simple returns and thorough for the ones that need it. The human is never removed.
No preparer signature, no filing. That is a promise, not a setting.
What your preparer verifies on every return
- ✓ Your identity and filing status
- ✓ Every dependent and who claims them
- ✓ All income accounted for
- ✓ Deductions supported by documents
- ✓ Every credit you qualify for
- ✓ The math, end to end
// Your preparer
You work with a person, not a portal.
The same licensed preparer prepares, reviews, and signs your return, and is the one you reach when you have a question.
Your dedicated preparer of record
A licensed tax professional based in New York, accountable for your return under IRS Circular 230. Years of experience with federal and New York filings for individuals, families, and the self-employed.
// Pricing
Flat fees. No surprises.
Founding client pricing while we grow: our lowest rates ever. Flat fees, federal and New York always included, and an exact quote before any work begins.
W-2 income and the standard deduction.
- Federal + New York return
- W-2 and basic 1099 income
- Standard deduction
- Refund tracking
Homeowners, families, and itemizers.
- Everything in Simple
- Itemized deductions
- Multiple W-2s and 1099s
- Credits and dependents
- Priority preparer review
Freelancers and Schedule C income.
- Everything in Itemized
- Schedule C business income
- Expense and deduction review
- Quarterly estimate guidance
// Founding prices shown are illustrative and may rise as we grow. You always get a fixed quote first.
The Margin guarantee
If we make an error on a return we prepared, we fix it and cover the penalty. Every return we sign includes audit support, so if the IRS or New York has questions, we answer them with you.
// Security
Your documents stay private.
Your tax documents hold your most sensitive information. We treat them that way, with security aligned to IRS Publication 4557.
Encrypted end to end
Every document you send is encrypted in transit and at rest on secured systems. Connections are always private.
Your data is never sold
We use your information for one thing: preparing your return. It is never shared or sold, and your SSN stays protected.
A full, lasting record
Every return and document is retained securely for seven years, so you always have your filing history when you need it.
// Filing year-round · New York
Get your taxes
off your plate.
Filed an extension, behind on a past year, or just want next season handled early? We are open now. Leave your email and a real preparer replies with your quote, usually the same day.
// No spam. A real preparer replies with a fixed quote, usually same day.