Scope of Our Services

CLICK FOR A GENERAL LIST OF THE SCOPE OF OUR SERVICES

    • There are no age or income restrictions
    • You do not need to be a member of AARP
    • We do both Federal and New Jersey FULL YEAR resident returns
    • Returns are electronically filed
    • We will help prepare NJ PTRs (Senior Freeze) forms. Due to the pandemic our scope of services will be more limited for this tax year. (See below)

Following are items that will NOT be included in our scope this year.

  • Schedule C (self-employment income) for tax year 2020
  • No Tax Year 2021 Schedule C (self-employment income) with sick leave credit and family leave credit both 1st round 4/1/20-3/31/21 and 2nd round 4/1/21-9/30/21
  • Self-employment payroll tax deferral (TY 2020)
  • No previous year returns other than 2020
  • We will not fill in NJ PTR documents but we will provide you an income sheet to assist you in preparing the documents yourself
  • No amended returns except:
    1. If there is an error on a Tax Year 2020 return we prepared
    2. What the IRS did not fix on unemployment changes
    3. NJ return changes due to unemployment tax change in March 2020