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Individual Taxation

Individual Taxation Services in New York

The complex individual taxation applications in the US can be challenging and time-consuming. Our dedicated team of tax professionals is here to simplify this process for you. With years of experience serving clients in various sectors and locations, we possess the knowledge and expertise necessary to ensure you achieve the best possible outcomes on your tax returns. Whether you are a freelancer, a business owner, or an individual with complex tax situations, we are committed to providing you with accurate and timely tax services.

  • Freelance, equity, rental and crypto income handled
  • Multi-state and foreign income returns
  • Year-round planning, not just filing season
  • Flat quote agreed before any work starts
5-star rated20+ years in NYCAll 50 statesEvenings & weekends

12+

Years Serving NYC

50

States Covered

5★

Rated on Yelp

150,000+

Returns Filed

Open

Evenings & Weekends

Serving individuals across all 50 states from our Midtown Manhattan office — remote, in person, or a bit of both.

Who we work with

Individual Taxation Services in New York

We provide practical, accurate tax support for individuals with complex returns, income from multiple sources, and long-term planning needs.

Freelancers & Contractors

Equity Compensation

Multi-State Returns

Rental Income

Crypto Tax

Foreign Income

Our expertise

The situations we handle every day

If your return has any of these moving parts, it belongs with a CPA rather than a filing app.

01

Self-employment / Contractor / Freelancer Income

Managing and reporting income from various sources can be complicated. We assist in organizing your financial records and ensuring that all deductions and credits are accurately claimed.

02

Rental property income

Whether you own one rental property or several, we help you navigate the intricacies of rental income, including depreciation, expenses, and reporting.

03

Sale of home

Selling a home comes with various tax implications. We guide you through the process, ensuring that you maximize your exclusions and minimize your tax liability.

04

Equity Compensation (RSU, ESPP, ISO, NSO, etc.)

Understanding the tax implications of different types of equity compensation is crucial. We provide strategies for exercising or selling your stocks and options to optimize your net after-tax income.

05

Multi-state allocation

For individuals who work or have income sources in multiple states, we ensure that income is correctly allocated and that you comply with all state tax requirements.

06

Company IPO, merger & acquisition

Significant corporate events can have major tax consequences. We provide expert guidance to navigate these complex situations.

07

Cryptocurrency

With the growing popularity of cryptocurrencies, it's essential to understand their tax implications. We offer specialized services for reporting and managing cryptocurrency transactions.

08

Foreign Income Exclusion & Foreign Tax Credit

For individuals with income from abroad, we help you take advantage of exclusions and credits to minimize your tax burden.

No cost to start

Not sure which of these applies to you?

Spend fifteen minutes with a CPA who prepares these returns every day. We will tell you what needs to be filed and what it will cost — before you commit to anything.

Beyond the return

Comprehensive Individual Tax Services

Filing is the deliverable. The value is in the decisions we help you make around it.

Equity Compensation Management

  • Discussing optimal times: to exercise or sell your stocks/options
  • Advising on strategies: to minimize your tax liability based on your vesting schedule

Business Owner Support

  • Providing guidance: on quarterly taxes
  • Offering advice: on company structure, including possible S-Corp conversions
  • Identifying credits and deductions: that can benefit your business

Tax Planning

We believe that effective tax planning is about more than just filing returns. It’s about building a long-term relationship and strategy to optimize your financial situation. Some frequent topics we address include:

  • Equity compensation: Timing and quantity of stock option sales/vests
  • New home purchase: Understanding the related tax effects
  • Filing status: Analyzing the benefits of joint vs. separate tax returns
  • Dependents: Maximizing tax benefits
  • Quarterly estimated taxes: Ensuring compliance and avoiding penalties
  • Moving states: Understanding tax implications and requirements

Feel free to contact us to discuss any of these or other long-term tax planning topics. Start the conversation.

How it works

Four steps, no guesswork

Most clients are done in a couple of short exchanges. Here is exactly what happens after you reach out.

  1. 01

    Free consultation

    Tell us about your income, states, and any complications. We confirm exactly what needs to be filed — and quote a flat fee before any work begins.

  2. 02

    Send your documents

    Upload W-2s, 1099s, brokerage and equity statements, K-1s, or crypto exports through our secure portal. Missing something? We tell you what to request and where to find it.

  3. 03

    Preparation & CPA review

    Your return is prepared, then reviewed by a senior CPA who checks deductions, credits, basis, and state allocations before anything is filed.

  4. 04

    E-file & plan ahead

    We walk you through the result, e-file federal and state returns, and flag the moves worth making before next year — estimates, equity timing, entity choice.

Client reviews

What our clients say

George has prepared and maintained the corporate accounting and provided consultant services for my company for a number of years. He has always done an outstanding, professional and courteous job. I feel that his rates are very fair and he provides a great value for the cost.
Alfonso V.
Excellent service and very professional. George and his team have been handling my business taxes for years and I couldn't be happier with the results. They are always available to answer questions and provide expert advice.
Michael R.
I've been working with Dimov CPA for both personal and business taxes. Their attention to detail and knowledge of tax law has saved me thousands. Highly recommend to anyone looking for a reliable CPA in NYC.
Sarah L.
Our offerings

Why individuals choose our team

We understand that choosing a tax service provider is a significant decision. Here are a few reasons why clients trust us with their individual tax needs:

Expertise and Experience

Our team has extensive experience handling a wide range of tax situations, ensuring you receive the best advice and service.

Personalized Service

We take the time to understand your unique circumstances and tailor our services to meet your specific needs.

Accuracy and Efficiency

We are committed to providing accurate and timely tax services, ensuring you remain compliant with all tax laws and regulations.

Long-term Relationship

We aim to build long-term relationships with our clients, offering ongoing support and advice to optimize your financial situation.

Frequently asked questions

Individual tax questions we hear most

It depends on how many forms, states, and investment or business activities are involved. After a short (free) consultation we send you a flat quote covering the full return, so there are no surprises — you approve the fee before we start any work.

No. We are based in Midtown Manhattan but work with clients in all 50 states and with Americans living abroad. Everything can be handled remotely through secure document upload, phone, and video calls — or in person if you prefer.

Typically last year’s tax return, W-2s, 1099s (including 1099-B, 1099-NEC and 1099-INT/DIV), K-1s, brokerage and equity compensation statements, rental income and expense records, closing statements for property sales, and exchange exports for cryptocurrency. During your consultation we give you a checklist tailored to your situation.

Yes — equity compensation is one of our core specialties. We correct the cost basis reporting that brokers frequently get wrong, handle AMT on ISO exercises, and advise on the timing of sales and vests so you keep more after tax.

We regularly file back taxes and amended returns, including cases involving unreported crypto, foreign accounts, or missed equity income. We will tell you upfront what the exposure looks like and how to bring things current with the least penalty risk.

We keep evening and weekend availability — including through filing season. Call (212) 641-0673 or send the form on this page and a CPA will get back to you within one business day.

Still have a question? Ask a CPA directly or call (212) 641-0673.

Let's get it filed

Let's simplify your tax filing

Talk to a CPA who handles complex individual returns every day — at no cost to start.

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Contact us anytime

Ready to get started?

Please fill out this form and someone will get back with you shortly. We are available in the evenings and on the weekends for your convenience.