TAX RETURN PREPARATION

January 2, 2026: For 2026, we are accepting new individual (form 1040) and trust/estate (form 1041) clients. We are unable to accept clients needing corporate, partnership, or non-profit returns.

Envision a seamless tax season with us at the helm, where each figure falls neatly into place and every form finds its perfect fit.

We're here to ensure your tax preparation is precise and punctual. Sit back and enjoy the peace of mind that comes from knowing your financial details are in the hands of trusted experts. Your confidence in us lays the foundation for your financial well-being.

As we step into 2025, we’re excited to welcome a select number of new clients, allowing us to provide personalized attention and tailored service to each one.

At Hudson Valley Tax Experts, we don’t just file taxes—we craft solutions designed to align with your unique financial story.

Learn more about the services we currently offer:

  • We prepare personal income tax returns for individuals and couples, including landlords and investors, as well as for most states. Click here for details.

  • If you trade in crypto or other digital assets, click here for more information.

  • We prepare Form 1040 Schedule C for one-owner small businesses (sole proprietors and single member LLCs). Click here for details.

  • We handle fiduciary income tax filings (form 1041) for estates and trusts. Send us an email for details.

  • We handle gift tax return preparation for gifts over the annual exclusion amount. Send us an email for details.

We’re sorry, but were are not able to accommodate new clients in these areas:

  • Multi-Owner Small Businesses (1120S, 1120, 1065)

  • Non-Profits & Tax-Exempt Organizations (990)

  • Payroll, Sales Tax, Bookkeeping