Tax professional at work
Serving Westchester & Putnam Valley

You Earned It. We'll Help You Keep It.

Boutique-style tax preparation built around you — personal, precise, and completely stress-free. From simple returns to complex prior-year filings, we handle it all.

Tax Deadline: April 15th, 2026 — Book now
Book Your Tax Appointment Explore Our Services
Professional tax consultation

Authorized IRS & State Provider

Licensed Federal & State E-File Provider

100%

E-File Capable

Zoom

Consultations Available

Secure

Client Portal

Why Clients Choose Us

The Westchester Difference

Authorized IRS & State Provider

We hold official authorization to file with the IRS and state tax agencies — your returns go through verified, secure, compliant channels.

Your Own Secure Client Portal

Every client gets a personal portal to upload documents and access their returns anytime — no paper, no waiting, no stress.

Boutique Attention to Detail

We take on a focused client roster so we can give every return — and every person — the meticulous care it deserves.

Prior Year Unfiled Specialists

Getting back into compliance is possible. We specialize in resolving complex unfiled return situations across multiple prior years.

Fully Virtual & Flexible

Zoom meetings, online document uploads, and remote e-signatures mean we work around your schedule — not the other way around.

Rooted in the Community

Proud sponsors of local Westchester little league — we're more than a tax firm. We're your neighbors.

What We Offer

Tax Services
Built For
Real Life

From straightforward personal filings to complex multi-year resolutions, every service is delivered with the same boutique, one-on-one attention.

Tax consultation

One-on-one. Personal. Precise.

Personal Tax Preparation — Current Year

Comprehensive, detail-driven preparation of your personal federal and state returns — filed accurately and on time.

Prior Years Unfiled Tax Returns Specialty

Our specialty. We navigate the complexities of unfiled returns across multiple years, minimizing penalties and restoring your compliance.

Small Business Income Tax Preparation

Tailored tax preparation for small business owners who need precision, strategy, and someone who truly understands their financials.

Tax Planning

Forward-looking tax strategy that identifies opportunities to reduce your liability before the year closes — not just after.

Advisory Services

Ongoing guidance on tax implications of major financial decisions, so you're never surprised come filing season.

529 College Savings Plan Setup

We help families establish 529 plans to grow education savings with meaningful tax advantages.

Compliance & IRS/State Authorization

As an Authorized IRS and State Tax Provider, we ensure every return meets full compliance standards at the federal and state level.

Management Services

Administrative and organizational tax management to keep your records, filings, and documentation in perfect order.

Built Around You

Every Detail, Considered

Boutique, One-on-One Service

No assembly lines, no hand-offs. You work directly with a dedicated professional who knows your name and your tax situation.

Secure Personal Client Portal

Access your tax returns anytime from anywhere through your own encrypted portal — no more chasing down paper documents.

Virtual-Friendly Start to Finish

Meet via Zoom, upload documents online, and e-sign your return from the comfort of home. Zero commute required.

Licensed Federal & State E-File

As an Authorized IRS and State Tax Provider, we file accurately, securely, and on time — every time.

Prior Year Unfiled Specialists

Behind on past returns? We specialize in resolving unfiled tax years, helping you get back into good standing with the IRS and state.

Small Business Expertise

We understand the unique tax landscape for small business owners and provide preparation and planning strategies that work for your bottom line.

Tax Planning & Advisory

Go beyond filing — we offer proactive tax planning and advisory services so you can make smarter financial decisions year-round.

529 College Savings Plan Setup

Start your child's college fund the tax-smart way. We guide you through setting up a 529 plan tailored to your family's goals.

Westchester Tax Professionals office
Tax professional

Community Focused

Serving Westchester

About Us

A Boutique Firm
With a Personal Touch

At Westchester Tax Professionals LLC, we believe tax preparation should feel like working with a trusted advisor — not a faceless firm. We bring a boutique-style experience to every client relationship, delivering the kind of personalized, one-on-one attention that larger operations simply can't offer. Every return, every conversation, every detail matters to us.

We serve individuals, families, and small business owners across Westchester and Putnam Valley. Whether you're filing a straightforward personal return, catching up on years of unfiled taxes, or planning for your business's financial future, we provide a seamless, stress-free process built entirely around your needs.

We're proud to be a part of this community — including as a sponsor of local little league teams. When you choose Westchester Tax Professionals, you're working with neighbors who are invested in this area and the people who call it home.

IRS

Authorized Provider

Zoom

Consultations

100%

E-Sign Capable

Schedule a Consultation
Tax documents
Financial planning
Tax preparation
Professional service
Tax consultation
Client meeting
Simple & Seamless

How It Works

01

Schedule Your Consultation

Book an appointment in-person or via Zoom — whichever works best for you. We'll discuss your tax situation and what you need.

02

Upload Your Documents Securely

Use your personal client portal to upload all necessary documents from anywhere, at any time. No faxing, no drop-offs required.

03

We Prepare & Review Your Return

Our team prepares your return with meticulous attention to detail, ensuring accuracy, maximum deductions, and full compliance.

04

Review & E-Sign From Home

We walk you through your completed return, answer your questions, and you sign electronically — all from the comfort of your own home.

05

Filed & Confirmed

We e-file your federal and state returns through our licensed provider system and confirm successful submission. You're done.

Common Questions

Frequently Asked

Yes. We prepare personal tax returns for individuals and families, as well as income tax returns for small business owners. Both receive the same dedicated, one-on-one attention.

Absolutely — this is one of our specialties. We guide clients through resolving multiple years of unfiled returns, helping minimize penalties and restore compliance with the IRS and state tax authorities.

Everything can be handled virtually. We offer Zoom consultations, a secure online portal for document uploads, and e-signature — so you never need to leave your home if you prefer not to.

Every client receives a personal, secure portal where you can upload and receive tax documents at any time. Your information is protected and accessible only to you and our team.

Yes. We are an Authorized IRS and State Tax Provider and a licensed Federal and State E-File provider, so your returns are filed correctly through official, secure channels.

We primarily serve clients in Westchester and Putnam Valley. However, thanks to our fully virtual capabilities, we're able to work with clients beyond our immediate area as well.

We offer both. Beyond preparing your return, we provide tax planning and advisory services to help you make informed financial decisions throughout the year — not just at tax time.

The federal tax filing deadline is April 15th, 2026. We recommend booking your appointment early to ensure your return is prepared and filed well ahead of the deadline.

Tax Deadline: April 15th, 2026

Ready to Take the
Stress Out of Taxes?

Don't wait until the deadline. Book your appointment today and experience boutique-level tax preparation that's built entirely around you.

Call 914-228-2448 Email Us

Phone

914-228-2448

Email

sebastian@aldusleaf.org

Location

Westchester, NY
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