File correctly, and understand what you filed.

What this covers

• Federal and state return preparation and e-filing
• Tax planning beyond filing season
• Back taxes and unfiled returns
• IRS notices and audit representation
• Estate, trust, and gift-tax reporting

Who it's for

Wage earners with a straightforward W-2, households with rental income or investments, gig and 1099 workers, newly self-employed neighbors, and anyone whose situation changed this year — marriage, a new child, a home, a move, or a first year in the United States.

Behind on filings?

Unfiled returns and back taxes are common, and they are fixable. As an Enrolled Agent, Mohan can bring past years current and speak to the IRS on your behalf. Nothing about the conversation is judgmental — the goal is order.

What to bring

• Photo ID and Social Security or ITIN documentation
• W-2s, 1099s, and other income statements
• Last year's tax return, if you have it
• Mortgage, education, childcare, and medical statements
• Any IRS or New York State letters you have received

Bring these to the Woodside office or send them through the secure portal — never through a public web form.