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Income Tax

Feel Confident in your taxes

Tax Prep the Legacy Way

Tax returns, essentially, are an entire year's financial activity reported to the government to determine whether or not you have been compliant with your tax responsibilities.

And as we all know, it's not something to be taken lightly.


At Lakeside Legacy, we pride ourselves on focusing on our strengths and manicuring our skill sets in areas we are most confident.


Our business clients who take advantage of our supporting services, such as payroll and bookkeeping, can enjoy the convenience of an "all-inclusive" tax experience as we have access to all their business financial information in-office and can easily provide storage of records for easy accessibility.  


TAX DOCUMENT CHECKLIST

Discover what you need to bring

Types of returns we prepare

INDIVIDUALS

INDIVIDUALS

INDIVIDUALS

BUSINESSES

INDIVIDUALS

INDIVIDUALS

NON-PROFITS

INDIVIDUALS

NON-PROFITS

PRICING GUIDE

Starting At

inclusive of Federal & NYS returns

Individuals

$95+

Schedule E: Rentals

$175+

Schedule C: Profit & Loss from Business

$275+

Schedule F: Farms

$300+

Partnerships/ S. Corps

$375+

Non-Profit: 990/990 EZ

$450+

Additional Out of State Returns

+ $40

Additional Schedules

+ $25

Schedules A, B, D, etc.

Filing Extension

+ $25

Federal & State

Audit Protection Enrollment

+ $10

Auto-Enrollment for all return preparations

*Prices are subject to change based on complexity*

Audit protection

Frequently Asked Questions

Please contact us if you cannot find an answer to your question.

To check the status of your Federal Refund, visit:  Get Refund Status (irs.gov) 

To check the status of your NYS Refund, visit:  Check your refund status online 24/7! (ny.gov) 


Yes, you can! Visit this link to check the status of your amended return:  Where's My Amended Return? | Internal Revenue Service (irs.gov) 


We encourage our clients to drop off their tax documents during our office hours, which no appointment is necessary. Visit our "Tax Document Checklist" tab at the top of this page for a detailed list for your reference.


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GOT TAX DOCUMENTS?

Click here to find out what documents you need to bring 

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