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Does Your Bookkeeping Need a Little Housecleaning?

If you have eased your way into using QuickBooks and learning to utilize the software to your advantage, you may find that your records could use a little “housekeeping.” Let our expert assist you with our 4-hour “clean up” service where we prepare you for tax time, review your finances, or simply help you to organize and clean up your bookkeeping system for maximum efficiency.

We can help you customize reports, tie up stray pieces, and make sure your general ledger balances along with subsidiary records. Our housekeeping services are offered at one low price that will save you money in the long run.

Please call now to set up an appointment.

Ready to come in for an appointment?

Our schedule is very full…but if you call us at (718) 858-9864 or email us we’ll give you two options for coming in right away! We will NOT make dealing with a tax professional as painful as it’s been in the past!

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...