4 Tax Preparers in Penfield, NY

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

Shah CPA Firm, PLLC and Shah Law Firm, PLLC

★★★★★ (393 reviews)
2033 Penfield Rd, Penfield, NY 14526
(585) 377-0700
Website: www.penfieldtax.com
Hours: {"Friday":["10 AM–2 PM"],"Monday":["10 AM–2 PM"],"Saturday":["Closed"],"Sunday":["Closed"],"Thursday":["Closed"],"Tuesday":["10 AM–2 PM"],"Wednesday":["10 AM–2 PM"]}

Block Advisors

★★★★½ (117 reviews)
2160 Penfield Rd, Penfield, NY 14526
(585) 388-1295
Website: www.blockadvisors.com/tax-office-near-me/new-york/penfield/29942/?otppartnerid=9308&campaignid=pw_mcm_9308_9762&utm_medium=local
Hours: {"Friday":["Closed"],"Monday":["Closed"],"Saturday":["10 AM–2 PM"],"Sunday":["Closed"],"Thursday":["2–7 PM"],"Tuesday":["11 AM–4 PM"],"Wednesday":["Closed"]}

Bucci Rick J CPA

★★★★½ (8 reviews)
2527 Baird Rd, Penfield, NY 14526
(585) 230-5239
Hours: {}

SBAAA LLC

★★★★★ (2 reviews)
2080 Fairport Nine Mile Point Rd Dept. 74, Penfield, NY 14526
(585) 825-9259
Website: www.sbaaa.org
Hours: {"Friday":["9 AM–4 PM"],"Monday":["9 AM–4 PM"],"Saturday":["Closed"],"Sunday":["Closed"],"Thursday":["9 AM–4 PM"],"Tuesday":["9 AM–4 PM"],"Wednesday":["9 AM–4 PM"]}

About Tax Preparers in Penfield, NY

Finding a tax preparer in Penfield, New York, can simplify your filing process, especially given the town’s mix of growing residential neighborhoods and local businesses. With a strong presence of small shops, service providers, and tech-related firms in the area, many residents face unique tax situations—such as self-employment income, home office deductions, or investment gains. A local professional familiar with Monroe County understands these nuances and can help you avoid costly errors.

Penfield’s community is known for its active senior population and family-oriented subdivisions, which often bring tax considerations like retirement account withdrawals, education credits, or property tax exemptions. Whether you’re a retiree managing Social Security benefits or a young family claiming child tax credits, a skilled tax preparer ensures you meet deadlines while maximizing refunds. They also stay current on state-specific rules, from New York’s itemized deduction limits to local sales tax adjustments.

Using BeforeTaxUSA.com, you can browse verified tax professionals serving Penfield. Look for preparers with experience handling diverse returns—from simple W-2s to complex small-business filings. A quick consultation can clarify fees, availability, and whether they offer year-round support for planning or audits. Take the stress out of tax season by finding a trusted preparer who knows Penfield’s economic landscape.

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.

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