FAQ

Frequently Asked Questions

Factual answers from a 30-year NY tax firm. If your question is not covered here, contact us or request a consultation.

About Master Tax USA

How long has Master Tax USA been in business?

We have been serving New York for 30+ years and have worked with over 10,000 clients across individuals, freelancers, corporations, LLCs, real estate professionals, construction trades, and e-commerce businesses.

Are you a Registered IRS e-file Provider?

Yes. Master Tax USA INC is a Registered IRS e-file Provider, which means we can electronically transmit federal returns to the IRS on your behalf.

Where is your office and what are your hours?

Our office is at 27-09 40th Ave Suite 201, Long Island City, NY 11101. We operate Monday through Friday by appointment. Request a consultation or call (718) 726-0333 to schedule.

Which languages does this site support?

Our site supports English and Arabic. Use the language toggle in the navigation to switch.

How do I contact you?

Phone: (718) 726-0333. Text: (347) 379-0673. Email: info@mastertaxusa.com. Fax: (347) 503-3791.

Documents and forms we handle

What documents should I bring for my tax return?

It depends on your income and life situation. Typical items include W-2s, 1099s (INT, DIV, B, NEC, R, MISC, etc.), brokerage consolidated 1099s, K-1s, 1098 / 1098-T / 1098-E, SSA-1099, rental statements, business books, and prior-year returns. We will send you a tailored list during the consult based on your specific situation.

Which tax forms can your team handle?

We prepare returns that include all common information returns: W-2, 1099-INT, 1099-DIV, 1099-B (brokerage), 1099-NEC, 1099-R, 1099-G, SSA-1099, 1099-MISC, 1098 (mortgage), 1098-E (student loan), 1098-T (tuition), Schedule K-1, 1099-OID, 1099-K, 1099-SA, 5498-SA, 1099-LTC, 1099-Q (529), and 1095-A (Marketplace). See our Tax Preparation page for the full federal-form coverage list.

Can you handle consolidated 1099s from major brokerages?

Yes. Our document parser has verified layout patterns for Fidelity Investments and Morgan Stanley Wealth Management consolidated tax statements, and operates on Charles Schwab, Robinhood, Vanguard, and E*TRADE composites as well.

States and jurisdictions

Which states can you file returns for?

We are based in New York and our engine has full state coverage for: NY (including New York City and Yonkers), CA, AZ, IL, PA, NC, MI, OH, GA, NJ, VA, CO, ID, LA, MS, and UT. We also handle the nine no-tax states automatically: AK, FL, NH, NV, SD, TN, TX, WA, WY. If you live or earned income in another state, ask us during intake.

Do you handle New York City and Yonkers taxes?

Yes. Our NY engine computes NY State personal income tax, the NY STAR credit interaction, NYC resident tax, and Yonkers resident / nonresident surcharge when applicable.

Do you file prior-year returns?

Ask during your consultation. Federal and state filing deadlines and refund-claim windows differ, so we evaluate each prior year individually before quoting.

Process and review

How long does it take to prepare a return?

Turnaround depends on the complexity of your situation and how quickly you provide the documents. Schedule a consultation and we will give you an honest estimate after reviewing your situation.

How does your document handling work?

After your intake meeting, you bring or send your tax documents. Our parser pulls the values from each form deterministically when we recognize the issuer layout; for anything unrecognized, we use AI assistance to extract the boxes, then a tax professional reviews every field. Every value carries a provenance tag indicating whether it came from a verified template, an AI extraction, or a manual entry.

Will a real person review my return?

Yes. Our engine handles the calculations, but a tax professional reviews and signs off on every return before it leaves our office.

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