Individuals and freelancers
- Income records from clients or employers
- Last year's return
- Expense receipts and notes
- Bank and card statements
Small business tax and bookkeeping
.
Marlow Street Tax & Books keeps small businesses and self employed people organized all year, so tax time is simple. Straight answers, fair flat fees, and a real person on the phone in Queens, NY.
Carlos MedinaLicensed professional (sample)
Ready to file checklist
- Income records in
- Receipts sorted
- Books reconciled
- Final review
Flat fees agreed firstPlain answers, no jargonRemote or in person
Who we work with
Four kinds of clients, one practical approach.
Individuals
Clear, careful returns with no confusing paperwork.
Freelancers
Sort income and expenses so nothing is missed.
Small businesses
Bookkeeping, payroll and tax from one team.
Nonprofits
Clean records and reports for boards and funders.
What we handle for you
Pick one service or let us run the whole back office. Everything is quoted before we start.
Get a free quote- 01
Tax preparation
Personal and business returns prepared, reviewed and explained before they are filed.
- Personal
- Business
- Review call
- 02
Bookkeeping
Monthly books reconciled and ready, so tax time is a handoff and not a scramble.
- Monthly
- Reconciled
- Reports
- 03
Payroll
Run payroll on schedule and keep tidy records for every pay period.
- Small teams
- Records
- 04
Business advisory
Practical numbers and plain advice on pricing, hiring and cash.
- Budgets
- Cash flow
- Planning
What to bring
Not sure what we need? Start with the list for your situation. Missing something? We will tell you.
Small businesses
- Bank and credit card statements
- Sales and invoice reports
- Payroll reports
- Loan and equipment paperwork
- Prior year financial reports
Nonprofits
- Donation and grant records
- Bank statements
- Expense reports and receipts
- Budget and board reports
Season prep, step by step
Start at any point. The earlier you start, the calmer it feels.
- 1
Get organized
YouShare last year's files and tell us what changed.
WeWe set up your checklist and folders.
- 2
Gather documents
YouUpload as items arrive. No need to wait.
WeWe flag anything that is missing.
- 3
Prepare and review
YouAnswer a few questions and approve.
WeWe prepare, check twice and walk you through it.
- 4
File and plan ahead
YouSign off and keep your records tidy.
WeWe file, confirm and map out the next quarter.
Your return, start to finishSample progress
OrganizedGatheredReviewedFiled
Flat fees, no surprises
Sample prices. Your firm sets the real ones.
Freelancer return
Personal return with self employment income
from$295
Ask usSmall business return
Business tax return with review call
from$690
Ask usMonthly books
Reconciled books and a monthly summary
from, per month$250
Ask usBooks and payroll
Bookkeeping plus payroll for a small team
from, per month$540
Ask us
Upload your documents here
Use the secure panel to send what you have. We will confirm what arrived and what is still missing, so nothing slows down your return.
- One place for every file
- Missing item reminders
- No sensitive files by regular email
Secure document uploadSample panel. Nothing is sent from this page.
SampleDrop files here
PDF, JPG or PNG- Bank statements3 filesReady
- Receipts and expenses12 filesReady
- Prior year return1 fileAdd
Meet Carlos Medina
I work with owners who would rather run their business than chase receipts. At Marlow Street Tax & Books you get one accountant who knows your numbers, keeps you ahead of deadlines and tells you the truth about where you stand.
Serving Queens, NY and clients across the area, in person or online.
- Small business focus
- Same accountant every time
- Straight answers on fees
What clients say
Everything finally made sense. I get a clear answer every time I ask a question, and nothing is a surprise anymore.
Monthly books done on time and explained in plain words. It feels like having a partner who actually cares.
Setup took one call. Since then I just send documents and get what I need, with real answers when I have questions.
Good questions
Do not see yours? Call and ask, it is free.
How does the free consultation work?
It is a short call or visit with no cost and no obligation. We listen, look at what you have, and tell you what we would do and what it would cost before anything starts.
What should I upload?
Whatever you have. Statements, receipts, last year's return, payroll reports. We tell you what is missing so you never have to guess what we need.
Is the upload panel secure?
The panel on this page is a sample. On your live site it links to the secure client portal your firm uses. Sensitive documents should never travel by regular email.
Do you work with clients outside Queens, NY?
Yes. Most work happens remotely by phone, video and secure upload, and we meet in person in Queens, NY whenever it helps.
How is pricing set?
Packages carry a fixed monthly or yearly fee that we agree before work starts. Anything outside a package is quoted first, so there are no surprise invoices.
Can you fix books that are behind?
Yes. Catch-up work is scoped after we see the state of your records and is quoted as a one time project.
Start with a free consultation
Tell us about your business and we will tell you exactly how we can help and what it costs. Queens, NY.