Multi-state returns, without the double-tax headache.
Remote workers, mid-year movers, dual residents, and owners with income sourced across lines. Residency analysis, apportionment, part-year returns, and credit coordination — done once, done right.
The state analysis most returns skip.
- Residency determination: domicile vs. statutory residency
- Part-year and non-resident return preparation
- Wage sourcing and "convenience of the employer" rule analysis
- Apportionment for business income (single, double, triple-weighted sales)
- Other-state credit optimization
- NY, NJ, CA, MA, CT specific rules where you actually live/work
- Reciprocity agreement application (PA/NJ, VA/MD, IL/WI, etc.)
- Local/city filings (NYC, Philadelphia, SF) when applicable
Complex states (NY residency, CA non-resident apportionment) quoted separately.
If any of these describe you, a single-state preparer is leaving money on the table.
Remote workers across lines
Live in one state, employer in another. New York's convenience-of-the-employer rule catches more people than you'd expect.
Mid-year movers
Part-year returns in both states require income allocation. Done wrong, you pay twice; done right, you often pay less than expected.
Dual residents
Own homes in two states? Statutory residency can pull you into a state you never intended. Day counts and documentation matter.
Leaving NY or CA
Domicile changes are evidentiary. We build the file in the year you move, not after the audit lands.
Business owners
Sourcing K-1 income, nexus, and PTET elections across states. Composite returns when they save, individual when they don't.
Equity comp holders
Stock granted in one state, vested in another. State sourcing of RSU income is a common overpayment.
Common multi-state questions.
I work remotely for a NY company from Florida. Do I pay NY tax?
Under NY's convenience-of-the-employer rule, likely yes on the days you choose to work remotely for your convenience rather than your employer's. The analysis turns on employer necessity and documentation — we handle both.
I moved mid-year. Which state do I file in?
Both. Each state gets a part-year return covering income earned while a resident there. Correct allocation avoids double taxation and usually reduces the combined liability.
I kept my apartment in NYC when I moved to Florida. Am I still a NY resident?
Possibly, under statutory residency (permanent place of abode + 183+ days). Closing the NY residency question is about day counts, abode, and the domicile factor analysis. We assess it.
Does the other-state credit actually work?
Yes, but only when the math is done correctly. The credit is the lesser of tax paid to other state or tax your home state would impose on that income. We calculate both sides.
If your W-2 crossed a state line this year, start here.
Quick call, exact quote, no pressure. Most multi-state returns get filed in a week.