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Individual Tax Planning and Preparation
Individual tax planning and preparation can be a complicated, time-consuming process. But it doesn’t have to be that way. By enlisting the qualified professional services of DeFreitas & Minsky LLP’s certified public accountants, your tax season can be stress-free. We believe sitting face-to-face with our clients and getting to know their needs will not only help us work efficiently, but provide profitable tax returns for our clients.
Individual Tax Preparation
In advance of tax day, DeFreitas & Minsky will help you with all the necessary preparations that the IRS requires of individuals.
Individual Tax Planning Services
All year round, DeFreitas & Minsky CPAs are available to aid in individual tax planning to help you avoid the April 15 crunch. Let us get you ahead of the curve with these essential planning services:
DeFreitas & Minsky is a team of a skilled and certified public accountants who work with our clients to provide them financial stability. We take our clients’ needs and assets as well as their families’ security into account. As certified public accountants, we are well-versed in the intricacies of individual tax planning and preparation. With recent changes in tax return laws, our clients can rest easy knowing our CPAs are well educated and up-to-date with individual tax planning and preparation. Our CPAs work to ensure our clients have the most beneficial tax returns.
Our more than 70 years of experience will save you not only time but likely money, too. DeFreitas & Minsky offers expert advice to its clients and provides the following services for individuals:
Individual Tax Preparation Services
In advance of tax day, DeFreitas & Minsky will help you with all the necessary preparations that the IRS requires of individuals.
For individuals, we specialize in these types of tax preparation services:
- Federal and state tax return preparation
- Income tax projections
- Real estate purchases
- Business purchases and investments
- Timing of income and deductions
- Personal bankruptcy and divorce
Individual Tax Planning Services
All year round, DeFreitas & Minsky CPAs are available to aid in individual tax planning to help you avoid the April 15 crunch. Let us get you ahead of the curve with these essential planning services:
- Financial planning
- Retirement planning
- Estate planning
- Education planning
DeFreitas & Minsky provides accounting services for, but not exclusive to, Long Island and the Greater New York Area.
Individual Tax Planning
Same Sex Marriage Financial Planning
At DeFreitas & Minsky LLP, our concern is to provide the most outstanding financial services to all clients. As very much deserved, many states have legalized same sex marriages including New York. However, as the United States pioneers same sex marriages and helps it evolve, there are a few loose ends. That includes financial planning for what we hope to be a bright and prosperous future.
The CPAs at DeFreitas & Minsky, LLP were among the first accounting firms on Long Island to develop a team dedicated to the needs of modern family and LGBTQ community. Our staff of tax advisors and financial planners are here to help apply the most tax-efficient financial strategies for you , your family and your business.
Testimonial
WHAT OUR CLIENTS ARE SAYING!
DeFreitas & Minsky maintains high standards, produces detailed information and gets involved with our company so they can understand the operation on a more personal level. The information they provide is always accurate and current. We have been with them for more than 30 years!
4 years agoThis is my second year filing my taxes with DeFreitas & Minsky. I was referred by a friend. Honestly, It’s a blessing sent. Everyone there is professional and knowledgeable about tax codes. They even keep me abreast via email whenever there’s a new tax law and what it entails. I feel safe and sound when doing business with them.
True professionals and attentive to all of my needs. Manny, Melissa, and Michael are all super helpful. They took the time to help me with my taxes, financial planning, and estate tax needs. I highly recommend them.
We’ve been working with Manny for the last 10 years. Whenever we have a question he’s there and if he’s in a meeting during Tax Season (it happens), Jay is always there. Thank you Gentlemen.
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FAQ
Frequently Ask Questions.
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Individual tax planning helps in maximizing tax savings, ensuring compliance, and effectively managing one's financial resources.
Individuals or entities acting as trustees, executors, or guardians typically require fiduciary tax services.
Individuals or entities acting as trustees, executors, or guardians typically require fiduciary tax services.
Marriage and children can impact tax filings through potential eligibility for new credits, deductions, and considerations for joint filing.
While simple tax situations might be handled personally, complex scenarios or significant financial changes benefit from professional assistance.
Late or incorrect filings can lead to penalties, interest charges, and increased risk of audits.
Review your tax plan annually or after major financial or personal life changes.
Yes, we provide guidance on tax implications and reporting for various investments, including rental properties.