Individual Tax Planning and Preparation

You want to maximize your deductions and write-offs while minimizing your liability. DeFreitas & Minsky, LLP can help you with that—but we can also help you devise a strategy throughout the year to mitigate the tax burden, manage assets, and grow your wealth. With a solid tax plan in place, you’ll set up your family for long-term security—and have fewer headaches during tax season.
We have a team of skilled and certified public accountants who work with clients to provide 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 ongoing 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.

Same Sex Marriage Financial Planning

The CPAs at DeFreitas & Minsky, LLP were among the first accounting firms on Long Island to develop a team dedicated to the needs of the 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.

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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