Plan First. File smarter.

Proactive Planning Meets Precise Preparation.

Taxes aren't just about filing a return-they're about strategy. With the right planning, you can reduce your liability, stay compliant, and keep more of your hard-earned money. At Downie Solutions, we pair forward-locking tax planning with meticulous preparation so you're ready year round.

Tax Preparation

When it’s time to file, we prepare accurate federal and state returns for individuals and businesses – ensuring compliance, clarity, and confidence.

Countdown to Tax Season 2026

Days
Hours
Minutes
Seconds
Tax Preparation Pricing Table

Individuals

$300

Self-Employed

$750

Businesses

$1,750

03

Finalize and File

After a detailed review, your tax return is finalized and submitted to the IRS with free e-filing for the fastest processing turnaround!

02

Review Deductions

A thorough review of your documents is conducted to identify all eligible deductions and credits, ensuring maximum refunds and minimized liabilities.

01

Upload Documents

Use our secure, user-friendly portal to submit your tax documents. Your data is always protected.

How It Works

Disclaimers

  1. Listed prices are starting rates and may increase based on the complexity of your tax return. Additional forms or schedules beyond the standard filing will incur extra charges.
  2. Starting price includes federal filing and one state return. Each additional state return will incur an extra charge.
  3. Fees are based on the work performed, not the refund amount. Payment is required whether or not you receive a refund.
  4. A deposit is required to begin work on self-employed or business tax returns. Full payment or a payment agreement must be completed before the return is filed.
  5. If your business financials are incomplete, our bookkeeping write-up service can be provided at an additional cost to prepare your financials for tax filing.
  6. If an extension is requested, a non-refundable payment of $150 is due at the time of filing. This amount will be applied to the final invoice once the return is completed. If the return is not completed by Downie Tax by the extension deadline, the extension payment is forfeited.

Tax Planning

The best tax strategies start before filing season.

We analyze your income, deductions, credits, and entity structure to minimize your taxes before filing season. With year-round planning, you can:

Lower your tax liability legally and strategically

Plan and budget for quarterly estimated payments

Optimize deductions and credits

Avoid surprises at year-end

Align your tax strategy with your long-term financial goals

Check Your Refund Status

Track Your State Refund

FAQ

Frequently Asked Questions

No. We handle all levels of tax preparation, from simple W-2 filings to complex business and multi-state returns

 

Tax preparation is the process of filing your returns. Tax planning happens before that — it’s proactive strategy to minimize your taxes and avoid surprises.

 

The earlier, the better. Ideally mid-year or quarterly, but we can step in at any time to create a plan tailored to your situation.

 

Yes. We’re available beyond filing season to answer questions, provide tax planning sessions, and assist with notices or compliance issues.

 

Yes. While we specialize in New York State returns, we serve clients nationwide and can handle multi-state filings.