New Haven Tax Preparation Services
Strategic, Accurate Tax Support for New Haven’s Yale Community, Healthcare System, Students, Contractors, Investors & Professionals
New Haven’s financial landscape is defined by Yale University, Yale New Haven Health, state and federal employees, contractors, researchers, educators, student workers, and a thriving rental investor market. Because of this, the average New Haven tax return is far more complex than standard Connecticut filings.
New Haven taxpayers routinely manage multiple W-2s, fellowship or stipend income, 1099 consulting or research payments, rental properties, capital gains, stock compensation, and mixed-income households.
New Haven’s economic base includes:
- Yale faculty, staff & graduate students
- Healthcare professionals (Yale New Haven Health System)
- Educators & non-profit workers
- Contractors & trades
- Real estate investors (STR + LTR)
- High-income professionals
- Scientists, researchers & medical fellows
- Remote tech and finance workers
- Small business owners
- Students with mixed earnings
Common New Haven tax complexities include:
- Fellowship, research, or stipend income reporting
- Multi-W-2 income consolidation
- Rental depreciation for multi-family homes
- Stock compensation
- Education credits and scholarship adjustments
- Mixed W-2/1099 income
- Capital gains from CT real estate
- IRS letters triggered by incorrect filings
- Pension + SSA planning for long-time residents
- CT-based commuter income
We ensure your taxes are filed accurately and optimized for the lowest legal Connecticut + federal liability.
Why New Haven Residents Choose Our Tax Preparation Firm
- Deep expertise with Yale faculty, staff & student tax rules
- Correct reporting of stipends, fellowships & research income
- STR/LTR rental depreciation on New Haven multi-families
- Contractor deduction maximization
- Multi-income household planning
- IRS notices, audits & amended returns
- Stock compensation & investment reporting
- Full bookkeeping cleanup for business owners
- Transparent flat-rate pricing
- MERNA™ long-term tax strategy included
Tax Preparation Services for Individuals in New Haven
We support:
- Yale faculty & staff
- Graduate students & fellows
- Healthcare workers
- Contractors & consultants
- Educators & non-profit workers
- Real estate investors
- Remote employees
- K-1 investors
- High-income families
- Retirees & veterans
Individual tax services include:
- Federal + Connecticut filing
- Stipend & fellowship tax adjustments
- STR/LTR rental depreciation
- Stock compensation (RSUs/ESPP/ISO)
- Capital gains & investment planning
- IRS notices & amended returns
- K-1 partnership reconciliation
- Pension + SSA optimization
- Estimated taxes
- MERNA™ long-term tax strategy
New Haven residents benefit most from research income correction + rental depreciation + multi-income planning.
Tax Preparation Services for New Haven Business Owners
New Haven’s business community includes:
- Medical & professional practices
- Real estate LLCs
- Restaurants & retail
- Contractors & trades
- Consultants & freelancers
- Nonprofit organizations
- E-commerce brands
- Multi-LLC entrepreneurs
Business services include:
- S-Corp, LLC, C-Corp & partnership filings
- Monthly bookkeeping + cleanup
- Payroll setup & compliance
- Multi-entity bookkeeping
- Depreciation schedules
- Quarterly forecasting
- Multi-state compliance (CT, NY, MA)
- Audit-ready financials
- MERNA™ entity optimization
We help New Haven business owners remain compliant, organized & tax-efficient.
What Sets Our New Haven Tax Preparers Apart
New Haven taxpayers often face:
- Fellowship/stipend income confusion
- Research/teaching assistant pay structure
- Healthcare overtime & specialty pay
- STR/LTR rental depreciation
- Stock compensation from remote companies
- Multi-W-2 tax interaction
- Contractor/trade deductions
- K-1 investment distributions
- IRS letters due to student income
- Capital gains from CT multi-family sales
- Pension & SSA integration
We understand:
- Yale-specific income rules
- CT renter & property owner tax patterns
- Contractor material/mileage deductions
- Stock basis & exercise strategy
- Multi-unit depreciation
- CT commuter issues
We optimize the entire return, not just one income source.
Areas We Serve Across New Haven & Surrounding Areas
New Haven
East Rock
Westville
Wooster Square
Downtown New Haven
Fair Haven
Dixwell
Long Wharf
Beaver Hills
East Haven (adjacent)
Hamden (adjacent)
What New Haven Clients Say
Case Study — New Haven, CT
Client: H.L. — Yale Researcher + Rental Investor
Mix: Fellowship income + W-2 lab job + 2 LTR rentals
Problem
- Fellowship income misclassified
- No depreciation taken on rentals
- Capital gains mismatched
- IRS letter triggered from prior preparer
- Corrected fellowship/taxable scholarship classification
- Built complete depreciation schedules
- Fixed capital gains reporting
- Resolved IRS letter
- Applied MERNA™ long-term plan
Result:
$5,780 saved in the first year, from depreciation + income correction.
Model Your Taxes by State- Before You File
Use our state-specific 2026 tax calculators to estimate what you may owe and uncover potential savings based on your income, business structure, and location. Built for business owners, self-employed professionals, and investors who want clarity-not guesswork.
LLC vs S-Corp Tax Calculator
Compare the tax savings of an LLC vs S-Corp based on your income and state taxes.
Self-Employment tax Calculator
Estimate your 2026 self-employment tax liability based on state-specific rules.
Small Business Tax Calculator
Calculate your 2026 federal business tax liability considering your state’s deductions.
