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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.
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Individual Tax Preparation

In advance of tax day, DeFreitas & Minsky will help you with all the necessary preparations that the IRS requires of individuals.

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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:

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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.

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One of our certified public Accountants
Get Help With Your Taxes Now

Speak to One of Our Certified Public Accountants

Get Help With Your Taxes Now
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!
Pamela
PamelaSyosset Truck Sales Inc.
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.
Junior Prophete
Junior Prophete
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.
Deena Polsinelli
Deena Polsinelli
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.
Thomas Jacoberger
Thomas Jacoberger
FAQ

Frequently Ask Questions.

Individual tax planning helps in maximizing tax savings, ensuring compliance, and effectively managing one’s financial resources.

A tax professional can help identify deductions, credits, and strategies to reduce your tax liability.

It’s essential to keep records of income, expenses, tax deductions, investments, and other financial documents that support your tax filings.

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.

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