6 Tax Preparers in Locust Valley, NY

Browse verified tax preparers in Locust Valley, New York. Compare providers and find contact information.

Continental Tax Planners

★★★★½ (42 reviews)
167 Forest Ave, Locust Valley, NY 11560
(516) 671-3344
Website: www.contaxplan.com
Hours: {"Friday":["10 AM–5 PM"],"Monday":["10 AM–5 PM"],"Saturday":["Closed"],"Sunday":["Closed"],"Thursday":["10 AM–5 PM"],"Tuesday":["10 AM–5 PM"],"Wednesday":["10 AM–5 PM"]}

Law Offices of Yael N. Lazar, PC

★★★★★ (19 reviews)
115 Forest Ave #188, Locust Valley, NY 11560
(516) 683-1313
Website: www.irsangel.com
Hours: {"Friday":["9 AM–5 PM"],"Monday":["9 AM–5 PM"],"Saturday":["Closed"],"Sunday":["Closed"],"Thursday":["9 AM–5 PM"],"Tuesday":["9 AM–5 PM"],"Wednesday":["9 AM–5 PM"]}

Kempa & Company CPAs LLP

★★★★★ (1 reviews)
146 Birch Hill Rd, Locust Valley, NY 11560
(800) 477-5857
Website: www.kempacpa.com
Hours: {"Friday":["9 AM–9 PM"],"Monday":["9 AM–9 PM"],"Saturday":["9 AM–1 PM"],"Sunday":["Closed"],"Thursday":["9 AM–9 PM"],"Tuesday":["9 AM–9 PM"],"Wednesday":["9 AM–9 PM"]}

US Tax Advocate Services LLC

169 Forest Ave, Locust Valley, NY 11560
(516) 821-8193
Website: www.jjtaxgroup.com
Hours: {"Friday":["9 AM–4 PM"],"Monday":["9 AM–5 PM"],"Saturday":["Closed"],"Sunday":["Closed"],"Thursday":["9 AM–5 PM"],"Tuesday":["9 AM–5 PM"],"Wednesday":["9 AM–5 PM"]}

Checks & Balances Bookkeeping, Inc.

480 Forest Ave, Locust Valley, NY 11560
(516) 801-0127
Website: www.cabbooks.com
Hours: {"Friday":["8 AM–5 PM"],"Monday":["8 AM–6 PM"],"Saturday":["Closed"],"Sunday":["Closed"],"Thursday":["8 AM–6 PM"],"Tuesday":["8 AM–6 PM"],"Wednesday":["8 AM–6 PM"]}

Labella James CPA

167 Forest Ave, Locust Valley, NY 11560
(570) 894-2200
Website: www.thetaxdepot.org
Hours: {}

About Tax Preparers in Locust Valley, NY

Locust Valley, New York, is a small but active community on Long Island’s North Shore, known for its mix of historic estates, local shops, and professional services. The village economy includes many self-employed contractors, small retail owners, and commuters working in New York City, all of whom face unique tax situations each year.

Residents and business owners in Locust Valley often need a tax preparer to handle more than just a simple W-2. Self-employed individuals may require help tracking business expenses and quarterly payments, while homeowners might need guidance on property tax deductions or state-specific credits. A local preparer familiar with New York tax rules can also assist with filing for the STAR exemption or navigating the complexities of working across state lines.

BeforeTaxUSA.com helps you compare qualified tax professionals in Locust Valley based on your specific needs. Whether you run a home-based business or simply want to ensure your return is accurate, finding the right preparer can save you time and reduce stress during tax season.

Frequently Asked Questions

What qualifications should a tax preparer have?

At minimum, a paid tax preparer must have an IRS-issued PTIN. Look for additional credentials like Enrolled Agent (EA) status, CPA license, or completion of the IRS Annual Filing Season Program. These indicate higher levels of training and accountability.

How much does tax preparation cost?

Simple individual returns (W-2 income only) typically cost $100-$300. Returns with itemized deductions, self-employment income, or rental properties can cost $300-$800 or more. Always ask for a fee estimate upfront before committing.

What documents do I need to bring to my tax preparer?

Bring all W-2s, 1099 forms, records of deductible expenses, last year's tax return, Social Security numbers for all family members, bank account information for direct deposit, and any IRS correspondence you have received.

BeforeTaxUSA.com is a free informational directory. Listings are compiled from publicly available data and do not constitute an endorsement or recommendation. Verify credentials, licensing, and reviews independently before engaging any professional. Listings appear in no particular order unless otherwise noted.

Business owners: to update or remove a listing, email [email protected].

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