NYC Tax Intake

10/22/2026

🗓️ Health insurance open enrollment starts Nov 1. Before you pick a 2027 plan, run through this checklist:

1. Don't let it auto-renew without looking. Extra subsidies from recent years have expired, so your 2027 price may differ even if the plan name is the same.
2. Update your income projection. The credit is based on the income you report. A raise, bonus, or side business can change what you qualify for.
3. Check that your doctors are still in network. Plans change networks every year.
4. Enroll by Dec 15 for Jan 1 coverage. In New York the window runs through Jan 31, but waiting past Dec 15 can push your start date.
5. Watch the rules. A proposed IRS rule could change who qualifies for the credit starting in 2027. It's not final law yet, but enroll carefully while the rules move.

NYC Tax Intake is fully virtual: online intake, a personalized document checklist, guided filing, and your own secure client portal. Send us a message to get started. General information only, not tax advice.

10/20/2026

🏥 Buying health insurance through the marketplace? A proposed IRS rule could change who qualifies for the Premium Tax Credit starting in 2027.

On Oct 14, the IRS proposed regulations (IR-2026-121) that would limit the credit to U.S. citizens, U.S. nationals, and certain lawfully present noncitizens, with stronger verification before advance payments go out.

Important: this is a proposal, not final law. It is open for public comment, with a hearing set for Dec 8.

If you buy marketplace coverage, open enrollment is the time to review your information carefully. When you file, NYC Tax Intake is fully virtual: online intake, a personalized document checklist, guided filing, and your own secure client portal. Send us a message to get started. General information only, not tax advice.

10/17/2026

💳 Have a Flexible Spending Account through your job? The use-it-or-lose-it rule is real: for most calendar-year plans, you must incur qualifying expenses by Dec 31, or the money may be forfeited.

Two exceptions can save your balance: some plans allow a grace period into mid-March, and some allow a carryover of up to $660 of unused 2025 funds into 2026. (IRS rules; your employer's plan sets which one applies.)

Before year end: check your balance, schedule that dental visit or eye exam, and stock up on eligible basics like over-the-counter supplies.

NYC Tax Intake is fully virtual: online intake, a personalized document checklist, guided filing, and your own secure client portal. Send us a message to get started. General information only, not tax advice.

10/12/2026

Tax filing should not feel like a black box. 📍

With NYC Tax Intake, you can:

✅ Start your intake online in minutes
✅ Get a personalized tax-document checklist
✅ Log in to your own secure client portal to message your tax preparer, see all your details, and track your return
✅ Work with a first responder-owned team

No guessing where your return stands. No paperwork chaos.

Ready for a simpler tax season? Visit NYCTaxIntake.org to get started.

10/10/2026

⚠️ SELF-EMPLOYED IN NYC? January 15 matters.

If you earned 1099, freelance, gig, or rental income in 2026 without enough withholding, the Q4 estimated tax deadline is January 15, 2027.

Missing it can mean an underpayment penalty — even if you still expect a refund.

The fix is to review now, while there is still time to act.

NYC Tax Intake can help you estimate what is owed and plan ahead — fully virtual, with progress tracking from start to finish.

📲 Send us a message to get started.

10/08/2026

📅 YEAR-END IS LESS THAN 90 DAYS AWAY.

What you do before December 31 can shape your 2026 tax return.

Three smart moves to consider now:

1️⃣ Review your withholding — overtime, side income, or a new job may mean too little tax is being withheld.
2️⃣ Organize your documents — 1099s, business expenses, and receipts are easier to track now than in April.
3️⃣ Plan estimated payments — the Q4 deadline is January 15, 2027.

Not sure where you stand? NYC Tax Intake offers fully virtual tax preparation with online file tracking and a personalized document checklist.

👮 First responder-owned. Serving NYC and beyond.

Start your intake today: NYCTaxIntake.org

09/23/2026

Tax season is months away. That’s exactly why now is the best time to get ahead.

NYC Tax Intake is opening our 2027 Priority Tax Filing List for clients preparing to file their 2026 tax returns.

Join the list early and receive:

✅ Priority onboarding when filing season begins
✅ A personalized tax-document checklist
✅ Online tax-file progress tracking
✅ $25 Early Bird credit toward eligible tax-preparation services

👮 FIRST RESPONDERS:
NYC Tax Intake is first responder-owned, and eligible first responders receive special first-responder pricing.

We work with:

• W-2 employees
• 1099 & self-employed workers
• Rental-property owners
• Healthcare professionals
• Families
• Small-business owners

Want to be ready before everyone starts scrambling in January?

Message us “EARLY” or visit https://nyctaxintake.org/

Simple. Secure. Fully Virtual.

Individual tax situations vary. Promotional offers apply to eligible services and may not be combined with other discounts.

09/14/2026

🚨 TAX DEADLINE TOMORROW SEPTEMBER 15

If you made money in 2026 from 1099 work, a side business, gig work, rental property, investments, or other income where enough tax wasn’t withheld, tomorrow may be an important deadline.

September 15 is the third estimated tax payment deadline for 2026.

Missing or underpaying required estimated taxes can potentially lead to an underpayment penalty even if you still expect a refund when you file your return.

Not sure if you’re supposed to make a payment?

Don’t guess.

Send NYC Tax Intake a message with the word CHECK, and we can help you understand what information you should review.

👮 First responder-owned
💙 Special pricing available for first responders and everyday heroes
💻 Fully virtual tax support
📋 Personalized document checklist
📍 Track your tax-file progress online

🌐 NYCTaxIntake.org

Know someone with a side hustle or rental property? Share this with them before tomorrow.

Individual tax situations vary. Please do not post personal financial or tax information in the comments.

09/05/2026

🚨 NYC TAX INTAKE JUST GOT BETTER

We’ve upgraded NYCTaxIntake.org to make the tax filing process simpler, clearer, and more convenient from start to finish.

One of our biggest new features:

📍 TRACK YOUR TAX FILE ONLINE

No more wondering, “What’s happening with my return?”

Clients can now follow the progress of their tax file and see where they are in the filing process.

You can also:

✅ Start your tax intake online
✅ Receive a personalized document checklist
✅ Follow the progress of your tax file
✅ Get updates throughout the filing process
✅ Ask questions online
✅ Complete the process virtually

Our goal is simple: less confusion, fewer unnecessary calls, and more transparency during tax season.

NYC Tax Intake works with:

👮 First Responders
🩺 Healthcare Professionals
💼 W-2 Employees
📱 1099 & Self-Employed Workers
🏠 Rental Property Owners
🏢 Small-Business Owners

Tax preparation should not feel like sending your documents somewhere and hoping for the best.

You should know what’s happening with your return.

🌐 Visit NYCTaxIntake.org

📲 Start your virtual intake and experience a simpler way to file.

Know someone who hates waiting for tax updates? Share this with them.

Professional virtual tax preparation for NYPD officers, firefighters, nurses, W-2 employees, 1099 earners, rental property owners, investors, and small business owners.