Your taxes, done by one person, since 1990
I’m Rosalie Walsh. I prepare individual and small-business returns, plan ahead for next year, keep the books, and file estate and trust returns, from my office at 593 West Broad Street in Rochester. You deal with me from the first phone call to the filed return.
- Since 1990
- IRS-registered preparer (PTIN)
- Registered Social Security Analyst
What I do
Every return here is prepared by me, in this office.
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Individual tax returns
Federal and New York State returns, prepared and filed for you. Bring last year’s return and this year’s forms, and I’ll take it from there.
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Small-business returns
Returns for sole proprietors and small companies, prepared alongside your personal return so the two agree.
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Tax planning
A look at next year before it arrives: your withholding, your estimated payments, and what a change — a new job, a sale, retirement — will do to your return.
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Bookkeeping
Books kept through the year for small businesses, so the return at year’s end is the easy part.
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Estate and trust returns
Fiduciary returns for estates and trusts, and a hand with what an executor has to file, and when.
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Social Security timing
As a Registered Social Security Analyst, I can show you what claiming at 62, at full retirement age or at 70 does to your check and to your taxes.
Tax due dates
The federal due dates for individuals and small businesses, and New York State’s on April 15. If one of these is yours, call me a few weeks ahead and we’ll have it ready.
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Tip reporting due
Every month
Last month’s tips of $20 or more, reported to your employer.
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Payroll taxes due
Every month
Monthly depositors: last month’s withholding and payroll taxes.
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Extended individual returns due
Last year’s Form 1040, if you filed for an extension.
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Extended corporate returns due
Last year’s Form 1120 for calendar-year corporations on an extension.
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Third-quarter payroll return due
Form 941 for July through September.
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Tip reporting due
Every month
Last month’s tips of $20 or more, reported to your employer.
-
Payroll taxes due
Every month
Monthly depositors: last month’s withholding and payroll taxes.
-
Tip reporting due
Every month
Last month’s tips of $20 or more, reported to your employer.
-
Payroll taxes due
Every month
Monthly depositors: last month’s withholding and payroll taxes.
-
Corporate estimated tax due
The year’s last installment for calendar-year corporations.
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Tip reporting due
Every month
Last month’s tips of $20 or more, reported to your employer.
-
Payroll taxes due
Every month
Monthly depositors: last month’s withholding and payroll taxes.
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Fourth-quarter estimated tax due
Last year’s final estimated payment, for individuals.
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W-2s and 1099s due
W-2s to employees and the Social Security Administration, and 1099-NEC to contractors and the IRS. The fourth-quarter Form 941 and the annual Form 940 are due too.
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Tip reporting due
Every month
Last month’s tips of $20 or more, reported to your employer.
-
Payroll taxes due
Every month
Monthly depositors: last month’s withholding and payroll taxes.
-
Tip reporting due
Every month
Last month’s tips of $20 or more, reported to your employer.
-
Payroll taxes due
Every month
Monthly depositors: last month’s withholding and payroll taxes.
-
Partnership and S corporation returns due
Last year’s Forms 1065 and 1120-S for calendar-year businesses, or an extension.
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Tip reporting due
Every month
Last month’s tips of $20 or more, reported to your employer.
-
Payroll taxes due
Every month
Monthly depositors: last month’s withholding and payroll taxes.
-
Individual returns due
Last year’s federal and New York State returns, or an extension. The year’s first estimated payment is due too.
-
Corporate returns due
Last year’s Form 1120 for calendar-year corporations, or an extension.
-
Tip reporting due
Every month
Last month’s tips of $20 or more, reported to your employer.
-
Payroll taxes due
Every month
Monthly depositors: last month’s withholding and payroll taxes.
-
Tip reporting due
Every month
Last month’s tips of $20 or more, reported to your employer.
-
Payroll taxes due
Every month
Monthly depositors: last month’s withholding and payroll taxes.
-
Tip reporting due
Every month
Last month’s tips of $20 or more, reported to your employer.
-
Payroll taxes due
Every month
Monthly depositors: last month’s withholding and payroll taxes.
-
Tip reporting due
Every month
Last month’s tips of $20 or more, reported to your employer.
-
Payroll taxes due
Every month
Monthly depositors: last month’s withholding and payroll taxes.
-
Tip reporting due
Every month
Last month’s tips of $20 or more, reported to your employer.
-
Payroll taxes due
Every month
Monthly depositors: last month’s withholding and payroll taxes.
A note from Rosalie
I opened this office on West Broad Street in 1990, and I’ve been here every tax season since. It’s a one-person office: I answer the phone, I prepare your return, and I’m the one who picks up when a letter comes from the IRS or from Albany.
I’m registered with the IRS as a paid preparer, which I renew every year, and I hold the RSSA designation for Social Security planning. The office is open six days a week — Saturdays until two.
Rosalie A. Walsh
Good to know
- In the same office since 1990
- One preparer, start to finish
- Saturday hours, 9:30 to 2
- Individuals, small businesses, estates and trusts
Useful links
- Where’s My Refund? (IRS)
- Check your New York State refund
- IRS tax withholding estimator
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Your Social Security account
Your earnings record and benefit estimates, from the Social Security Administration.
What clients say
Twenty of my 24 Google reviews are five stars.
If you’d like a hand this year
Call (585) 464-8334 during office hours, or send a note below and I’ll get back to you the next business day.
Get in touch
Call during office hours, or send a message and I’ll reply within a business day. Please don’t send Social Security numbers or tax documents through this form — I’ll arrange a safe way to share them.
- Phone
- (585) 464-8334
- Address
- 593 West Broad Street
Rochester, NY 14608Get directions
Hours
| Mon–Fri | 9:30 am – 5:15 pm |
|---|---|
| Sat | 9:30 am – 2 pm |
| Sun | Closed |