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.

DeFreitas & Minsky, LLP is a team of 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, LLP offers expert advice to its clients and provides the following services for individuals.

Individual Tax Preparation Services

In advance of tax day, DeFreitas & Minsky, LLP 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 transactions
  • Business transactions and investments
  • Timing of income and deductions
  • Personal bankruptcy and divorce

Individual Tax Planning Services

All year round, DeFreitas & Minsky, LLP is 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, LLP provides accounting services for, but not exclusive to, Long Island and the Greater New York Area.

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Get In Touch

Have a question? We have the answer. Feel free to contact us using our info below. We'll be in touch as soon as possible.

Office

30 Jericho Executive Plaza
Suite 500W
Jericho, NY 11753

Call Us

Fax

(516) 746-8679

Hours

Mon thru Fri | 9am - 5pm
Sat & Sun | Closed