James Pantzis’ Three Tips For Resisting Financial Process Automation

Financial Process Automation

Did you see Google’s demonstration of their new virtual assistant technology, Duplex, last week?   If you did, like me, probably you were both amazed … and a little bit terrified of the implications. Essentially, Google is close to figuring out how to make it so that machines and robots can engage in regular human interaction — with the human … Read More

James PantzisJames Pantzis’ Three Tips For Resisting Financial Process Automation

A 12-Point Financial Health Check For Brooklyn Families And Individuals

financial health

We are now fully engaged in our tax “off season” here in Brooklyn. But interestingly, this is where the real difference that we can make on behalf of our tax preparation clients is actually made. We’re diving into the new tax legislation, and attending classes (online and in person) to get clarity, even as the IRS releases various new guidances … Read More

James PantzisA 12-Point Financial Health Check For Brooklyn Families And Individuals

Four Tips For Brooklyn Couples To Make Money and Marriage Work Together

money and marriage

It seems like crooks these days keep finding new ways to trick people here in Brooklyn into giving them more money. And no, I’m not talking about Congress. Last week, for those of us in the tax professional world in Brooklyn who are paying attention (because let’s be honest — many of our colleagues are still on vacation), we got … Read More

James PantzisFour Tips For Brooklyn Couples To Make Money and Marriage Work Together

3+ Reasons Why Brooklyn Taxpayers Might Need to File an Amended Return

amended return

Well, we did it. You did it. We made it through the tax busy season. Every year, when I shut our Brooklyn office door on April 15th (the 17th this year — er, the 18th, because of the IRS “issues”), I feel a huge weight lift off of my shoulders. Going home that day is very nice. We work hard around here to … Read More

James Pantzis3+ Reasons Why Brooklyn Taxpayers Might Need to File an Amended Return

The Joys Of Providing Professional Tax Services To Brooklyn

Professional Tax Services

Well, our primary work for this tax season in Brooklyn has just about wrapped up. But notice I said “primary”, there … you see, unlike some professional tax services in Brooklyn, we make it a point to do a bit more than simply “fill out forms” on your behalf. I’ll tell you more about that in a moment. Yes, today … Read More

James PantzisThe Joys Of Providing Professional Tax Services To Brooklyn

James Pantzis’ Tax Extension Breakdown

tax extension

It’s the final full week of tax season, and our office in Brooklyn is hopping! But yes, I’m still taking the the time to step away for a moment and write to you, my friend. Lots of business to communicate today, with the deadline of Tuesday, April 17th, right around the corner. And, fret not — if you have all your papers … Read More

James PantzisJames Pantzis’ Tax Extension Breakdown

Filing Late On Taxes? You Might Actually Be Among Brooklyn’s Smartest

Late On Taxes

There are less than two weeks remaining before the tax deadline of April 17th.  Does that startle you? If you’re filing late on taxes this year, let’s talk. We can easily file an extension on your behalf, and make sure  that your return is handled as advantageously as possible. If you’re still a bit spooked by that deadline, well, it might be … Read More

James PantzisFiling Late On Taxes? You Might Actually Be Among Brooklyn’s Smartest

The Behavior Profile of Our Brooklyn Clients with the Highest Level of Financial Security

Financial Security

The madness of March certainly delivered over the weekend, huh? Plenty of upsets and surprises, which always makes this time of year fun for basketball fans. Or, so I hear. After all, this tournament seems to happen yearly, and until the IRS changes the deadline for personal tax returns away from April 15th (the 17th this year), well … I … Read More

James PantzisThe Behavior Profile of Our Brooklyn Clients with the Highest Level of Financial Security

James Pantzis’ 6 Negotiation Tips To Get What You Want

Negotiation Tips

Well, the brackets are set — and the nation’s collective basketball madness has begun. Billions fly around every year for this tournament (probably much of it not reported on Form W-2G!), and it’s become a huge part of this season, as you no doubt know. But there is another, often-unnoticed, part of this season that always makes me shiver a little … Read More

James PantzisJames Pantzis’ 6 Negotiation Tips To Get What You Want

J.D. PANTZIS, C.P.A., P.C.’s 2017 Tax Preparation Checklist

Tax Preparation Checklist

Lots of things have been changing recently — from Academy Award ratings (they’re down), to mortgage rates (which have been rising), to the effective tax rates for most businesses and families in 2018 (which, you may have heard, have changed!). But we here at J.D. PANTZIS, C.P.A., P.C. haven’t much changed: we’re still cranking along in preparing your 2017 taxes, meeting … Read More

James PantzisJ.D. PANTZIS, C.P.A., P.C.’s 2017 Tax Preparation Checklist