Personal returns
Individuals and families, from straightforward to complicated.
- W-2, 1099, and retirement income
- Investments, rentals, and stock sales
- Itemized deductions and credits
- Federal and state e-filing
- Prior-year and amended returns
I'm Peter Goldfarb, an Enrolled Agent. I prepare 1040 personal returns, Schedule C business returns, and 1041 estate and trust returns, remotely or at your home, from first call or text to e-signature.
Remote service, personal attention
Whether it's a simple W-2 or a sole proprietorship with a year of receipts, you get one person who reads every line.
Individuals and families, from straightforward to complicated.
My specialty. Sole proprietors, freelancers, and single-member LLCs who want it done right.
Fiduciary returns, handled patiently while you deal with everything else.
A look ahead during the year so you know what you'll owe and can plan, rather than finding out in April.
Deposits and returns filed on time so your business stays in good standing.
As an Enrolled Agent I can speak to the IRS on your behalf, including on notices and balances due.
W-2 earners, retirees, and households with a few moving parts.
Contractors, consultants, and shop owners filing Schedule C.
Anyone responsible for filing a 1041 for an estate or trust.
Letters are less scary with an Enrolled Agent in your corner.
I prepare returns for individuals, small businesses, and estates across Nassau and Suffolk counties. Most of the work is done by phone, text, and secure portal. Prefer to meet in person? I can come to your home by appointment.
Don't see your town? If you're on Long Island, or elsewhere, call or text and I'll let you know how I can help.
Everything happens from your couch or your desk, on your schedule.
Tell me what you need. I'll reply with next steps and what to gather.
Send your documents through my encrypted Verifyle portal, never by plain email.
We go over your return together, then you sign electronically in the same portal.
I e-file your return and send you a complete copy for your records.
Tax documents carry your most sensitive information. My Verifyle portal keeps them encrypted from the moment you upload.
A secure space for your documents
I'm an Enrolled Agent, a tax professional admitted to practice before the IRS. That means I'm authorized to prepare returns for any taxpayer and to represent clients on any tax matter.
I work with individuals, small business owners, and families settling an estate. Schedule C business returns are a specialty of mine, because the details are what save you money. Because it's just me, you'll always deal with the person who actually prepares your return.
My approach is straightforward: listen carefully, explain things clearly, and give every return the attention it deserves.
No. I work from home, so there is no office to visit. Most clients call or text, upload documents to the secure portal, and sign electronically. If you would rather meet in person, I can come to your home by appointment.
An Enrolled Agent is a tax professional admitted to practice before the IRS. EAs can prepare returns and represent taxpayers before the IRS on any tax matter, in any state.
Call or text me what kind of return you need. I'll send a short checklist. Typically that's last year's return, your W-2s and 1099s, and for a business, a summary of income and expenses.
Yes. Call me, text a photo of it, or upload the notice to the portal and I'll tell you what it means and what to do next.
I'll explain the fee and payment options before your return is filed. Call or text me if you'd like to discuss your situation first.
Tell me what you need, a 1040, a Schedule C, an estate return, or a question about a notice. I'll reply with the next step.
Already a client? Open the client portal