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

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...

What Brooklyn Landlords And Tenants Should Know About The CDC Eviction Stay

Floating under the radar during so much NOISE the past couple weeks ... the CDC announced a halt to evictions for renters, and that starts THIS WEEK.I have some guidance today for you about what that means (and what it doesn't), but a couple other things first, before...

Labor Tax Updates By James Pantzis

Everything about this year since March has just felt a little ... off. And I mean aside from all of the cultural and political turmoil we're living through.The seasonality of everything feels different too. Pro sports are out of sync, "back to school" season surely...

James Pantzis’ Guide for Lending Money to Family Members

Family can take so many different forms these days, whether it’s biological or otherwise, but for a certain segment of my Brooklyn clientele, there is a particular privilege that might kick in this week: The parent tax. If you have children, what better way to teach...

Tax Deadline Rumors And Planning For Corona Virus byJames Pantzis

Hello, my friend. The world has shifted under our feet. With the barrage of media, medical, and economic news flying at us, I want to stay in my lane today. You don’t need more medical advice, you don’t need tips on working from home (at least today — I might share...

Why Procrastination Makes Sense in 2020 For Brooklyn Taxpayers

We’ve had impeachment votes, worldwide pandemics, quarantine-like lockdowns (for the healthy), public police brutality, widespread protests, intense riots, MURDER HORNETS, statues falling, social media anger and now we have a drunken and murderous monkey to top off...

James Pantzis’ To-Do List If You Can’t Pay All Your Taxes

Some of our Brooklyn clients are STILL pulling their paperwork — which is understandable during this donkey of a year, and with all of the new complications. But sadly, ye olde IRS isn’t extending any payment grace in a couple weeks. (I say “sadly”, but here at Team...

The End of Tax Season, Estimated Taxes, And Unemployment Compensation by James Pantzis

  I’m still emotionally adjusting to the fact that we just went through 4th of July weekend … and “tax season” is STILL GOING. I’m thankful for it, because I also know that extending the deadline during this wild, intensely difficult year (for so many) was a rare...

Is Your State Broke? James Pantzis Analyzes State Tax Revenue Sources

Is Your State Broke? James Pantzis Analyzes State Tax Revenue Sources With national events continuing as they are, here at J.D. PANTZIS, C.P.A., P.C., we’re finding ourselves locking into “go mode” … again. It’s unusual for us to be in this mode smack in the middle of...

The Important Details of Mortgage Forbearance For Brooklyn Taxpayers

Here we are, just out of perhaps the oddest Memorial Day weekend in memory. The summer is here! But it feels like much of our country is still mired in winter. And that feels like it is still the case, no matter the hints of progress against this virus, and no matter...