Bell Refund Advance options available up to $7,500 for qualifying tax returns. Learn more!
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Work With a Trusted Income Tax Preparer In Newburgh, NY

Filing taxes in Newburgh doesn’t have to feel complicated. Our team at ATAX makes the process clear, comfortable, and designed around you. Work with a trusted income tax preparer in Newburgh, NY for year-round support built to help you file confidently, find every credit, and stay worry-free. Led by Olga Perez, our bilingual professionals provide affordable personal tax services for families and small businesses across Newburgh and Balmville. Stop by anytime or call us to plan your visit.

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Work With a Trusted Income Tax Preparer In Newburgh, NY

Fast Returns, Welcoming Service, and $50 Cash* When You File With Us

*at participating tax prep offices

Newburgh families count on ATAX for dependable, personal tax support year after year. Our local advisors make the process affordable and simple, helping you file accurately and claim every credit you deserve—from Balmville to Gardnertown.

Tax Preparation Tailored to You

Our team listens, explains, and ensures you understand your return.

In-Person or Virtual Support

Visit one of our friendly tax prep offices or connect from home!

Expert Personal Tax Preparers

We spot every deduction, credit, and detail, so nothing is missed.

Variety of Personal Tax Help

W-2s, 1099s, dependents, student credits, home ownership, and more.

Low Income Tax Preparation

We offer fair pricing and support to make personal tax help accessible to all.

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Why File With ATAX?

Personalized Tax Preparation

Tax situations are never one-size-fits-all. In Newburgh, NY, we focus on your individual needs, helping first-time filers, gig workers, and families navigate tax season with confidence and care.

Exceptional Service for Every Individual

Our team helps residents across Newburgh feel supported and confident during tax season with friendly, professional service.

A National Brand with a Local Heart

Our team has been serving Newburgh and neighboring communities for years under the guidance of Olga Perez. We combine the reliability of a national brand with the attention of a local family business.

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Client Feedback

ATAX made tax season stress-free and straightforward!

  • "I’d have to rate my personal experience with this company 5 star, and I’ve spoken very highly of their services to my associates & family members. Olga’s personally made sure to go over my 2022 taxes with me to ensure that the accountant I had from another firm from out of state didn’t mess up my 2022 taxes. Afterward, we went over my 2023 taxes, and I was very satisfied with how quickly the whole process was and I will definitely be a return customer next tax season. Thanks again, Olga, for everything."
    Anthony Chavis
  • "I’ve been doing my taxes with Olga 3 years now and she is no doubt an amazing tax preparer that takes her time explaining everything. Amazing customer service!!!"
    Agustin Morel
  • "I’ve been going to her forever an she is the best person I’ve done taxes with for the last 6 7 yrs!!! I would travel far just to do my taxes with her"
    Nicole Alago
  • "Great! The agents are so friendly! And extremely professionals. I’ll recommend 100%"
    Jose Espinoza

Don't let taxes ruffle your feathers

What To Expect

Filing taxes can be confusing, but at ATAX – Newburgh, NY, we provide dependable personal tax preparation services that simplify the process.

Expert Advice

No question is too small for our expert personal tax preparers. We provide education, clarity, and guidance—even for complex returns.

Maximum Refund

Maximize your refund with help from our knowledgeable tax preparers serving Newburgh and Balmville, NY, who know exactly which credits and deductions you qualify for.

A True Partnership

Our clients aren’t just customers—they’re partners. We take pride in providing attentive, caring service every step of the way.

What To Bring To Your Appointment

W-2 form from your employer
1099 forms for any gig work
Unemployment compensation
Social Security Benefits
Retirement account distribution
1095-A health insurance form
Bank interest statements
Brokerage statements
Cryptocurrency transactions
Retirement account contributions
Social Security OR ITIN number
Birth certificates for new dependents
Marriage or divorce certificates if status has changed
Charitable donation receipts
Your previous year’s tax return
Direct deposit information (routing and account numbers)
Any questions you may have about this year or previous year returns – we’re here to help!
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Resources

Learn from our trusted personal tax preparers.
Walk-ins are always welcome! Prefer to schedule ahead?
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FAQs

Get answers to your most pressing tax-related questions right here.

How long will my appointment take?

Most tax preparation appointments take between 30 minutes to 2 hours, depending on how complex your return is or how many questions you have.

How far in advance should I schedule my appointment?

During peak tax season (February-April), we recommend booking 1-2 weeks in advance to minimize your wait time. In off off-season, you can walk in or schedule your appointment within a few days.

How much does preparing my taxes cost?

We offer transparent, fair pricing to ensure you can get expert tax advice from a local team. Our returns start at $49 for simple returns and can go up to $149 depending on complexity.

How quickly can I get my refund?

We offer a special $50 cash bonus for clients receiving a refund. E-filed returns with direct deposit typically process within 21 days, while paper returns take 6-8 weeks.

What happens if I get audited? Will I get support?

Yes, ATAX offers audit support – contact your local ATAX office for more information.

 

Can I do my small business taxes at ATAX as well?

Yes, ATAX offers tax preparation support for small businesses as well as personal tax prep.

 

Can you amend a return I filed myself?

Yes, we can file amended returns to correct errors or claim missed deductions.

 

What happens if I can't file by the deadline?

ATAX can help you file extensions, work out payment schedules for late filing fees, and answer any questions you have through the filing process.

 

I don't have a Social Security Number – can I still file taxes?

Yes, we can help you apply for an Individual Taxpayer Identification Number (ITIN), which allows you to file taxes without an SSN. The process typically takes 6-10 weeks, and you can file your tax return simultaneously with your ITIN application.

 

What if I don't have all the required documents?

We can help you obtain missing wage statements and work with the documentation you have.

 

Will filing taxes affect my immigration status?

Filing taxes demonstrates compliance with U.S. law and can be beneficial for future immigration applications.

 

Do you have Spanish-speaking preparers?

Yes, we have certified bilingual staff who can explain everything in Spanish and help you understand your tax situation.

 

My spouse/child has an SSN, but I only have an ITIN – how do we file?

Your family can still file jointly using both SSN and ITIN, though you’ll need to file a paper return. All qualifying children can potentially be claimed for tax credits, regardless of where they were born, as long as they have valid tax ID numbers.

 

Do I need to report income from my home country?

Generally, you only report U.S. income, but we can help determine what needs to be included.

 

Still have questions?

We're here to help!

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ATAX Tax Professional

Ready To Glide Through Tax Time?

Work with a trusted income tax preparer in Newburgh, NY to file confidently and maximize your refund. Walk-ins welcome or schedule your visit today!

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