Scope of Our Services

Website print scope of 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
  • We do have some limitations based on complexity and special forms – for example, we cannot prepare returns with:
    • Rental income (Schedule E)
    • Airbnb income
    • Complex self-employment (Schedule C-EZ is ok)
    • Complex partnership income (Schedule K-1) – anything beyond simple interest and dividends
    • Income from multiple states
    • Alternative Minimum Tax calculations