Additional Services

Additional “Done For You” Services Our Firm Provides

Financial Planning has never been more important. There are so many other issues and problems which come up in the course of a normal business or family, that to list all of them would not be beneficial. However, there are a number of additional services our firm has had the pleasure to assist with in the past. Below are some of the financial planning and other services we offer.

If you don’t see exactly what you’re looking for or just need some more information on any of our services, feel free tcontact us and we’d love to answer any questions you have and help in any way we can.

FINANCIAL PLANNING

Full Financial Planning
Portfolio Analysis
Mutual Fund Review
401K Review

PREPARING FOR THE FUTURE

Cultivating Gratitude for Thanksgiving 2020 in Brooklyn

I think we all need this week.2020 has been *so hard*, for so many in Brooklyn (and far beyond!). And it's not over yet -- from continued electoral fighting, to spikes in virus cases and increased governmental restrictions all over the place, and (of course) the...

James Pantzis’ Tax-Wise Charitable Giving Strategies

Fatigue.Lockdowns, election politics, masks -- we THOUGHT we might be done with these things by now ... but nope. And I bet you're tired of it all. Most Brooklyn people are, aside from the zealots on every side. And I get it.That doesn't mean these things aren't...

James Pantzis’ Seven End of Year Tax Planning Strategies

Here we are, a week past the election, and it's looking like the year 2000 all over again, with a long, drawn-out process until there is final certification of this election. Back then, it took a full five weeks for all of the legal process to play out. Hopefully, by...

J.D. PANTZIS, C.P.A., P.C.’s thoughts on Healthy Skepticism in light of the 2020 Election

Believe it or not, we're very busy around here.While the nation's eyes are fixated on political things, we're spending our days working hard on behalf of our clients right here in Brooklyn (and beyond, of course), talking through tax-advantaged financial moves, entity...

Effective Financial Documentation Strategies for Brooklyn Taxpayers

A few timely things to get to, before I offer you my thoughts on a good task for you to do this week...First of all, the IRS has apparently caught up on processing their backlogged mail that stacked up during COVID closures. Or, well enough, they say.That means that...

Save On Your Taxes With James Pantzis’s Nine Tax Planning Questions

Tax Pro World is abuzz about the increase of the Social Security wage base standard.Well, I should clarify -- most of Tax Pro World is taking naps this week and not really thinking much about taxes whatsoever, ha! After all, that was one of the most epically intensive...

Nine Crucial Questions To Prepare Brooklyn Taxpayers For Their 2020 Taxes

First some important reminders for all Brooklyn taxpayers, then I have a bunch of questions to which I'd like you to respond...Depending on when you read this, the October 15th tax return extension deadline (for families and individuals) is either VERY close, or just...

Tax and Financial Planning for Multi-Generational Caretaking for Brooklyn Families

Say it with me: four more weeks. Four more weeks until this crazy election cycle is behind us and we can all return to normal here in Brooklyn.Except, well, if it isn't. With the way that 2020 has been going, we might as well emotionally prepare for that eventuality...

Trump’s Tax Returns Are Not The Real Story by James Pantzis

Like many things political, one of the best ways to look at the tempest of the day is analytical bemusement. This is (always) especially true when it comes to tax issues.And I might have a take today that could surprise you. I am not interested in getting into...

Time To Dream With Your Friendly Brooklyn Tax Professional

With the passing of Justice Ginsburg 45 days before the election, we have officially entered the political crazy season.This -- on top of so much conflict surrounding public health measures. It is also in addition to all of the conversation around racial pain, the...