Expert consultation on
individual and small business tax filings.
Tax forgiveness is available for those who pass away from injuries or illnesses attributed to terrorist attacks which include 9/11 related illness.
Life insurance planning and review of your existing policy.
Bifulco Tax & Consulting, LLC. can assist you with all your tax preparation and filing needs. Our firm specializes in individual, fiduciary, and small business tax filings. We also assist with financial planning and other financial concerns. This year we are taking appointments over the phone, by video conference, and in person.
Frank is a licensed financial advisor and licensed Life and Health insurance agent. If you have financial questions, Frank can…
Kellie is an IRS registered preparer and is returning for her twelfth year completing tax returns for the office.
At Bifulco Tax & Consulting, LLC, our team of professionals provides expert consultation on individual and small business tax filings.
We provide retirement counseling, including discussions of the varied income tax ramifications related to benefits offered to members of the NYPD.
We offer a comprehensive analysis of pension “option costs” and survivor benefits to assure you maximize your retirement benefits.
Our team of professionals offer tactics to defer income tax on the lump-sum Terminal Leave benefit.
Our Financial Planners offer life insurance planning, which includes a free review of your existing life insurance policies.
As you know, we pride ourselves on being able to complete your tax return at the time of your scheduled appointment. With our extensive knowledge of the tax code and our highly efficient computer system, completing your tax return is possible as long as you come to our office prepared. To ensure you have the correct documents and information, we have prepared the following list of important items to bring with you at the time of your appointment. Please bring with you:
Tax credits are available for energy improvements to your home. The Inflation Reduction Act of 2022 expanded the credit amounts and types of qualifying expenses.
Many of the local and state mandates regarding COVID-19 have eased and we have continued operations that are compliant with local and state mandates. Know that your well-being and that of our staff remains our first priority. Each tax preparer is equipped to communicate with you via Facetime or Zoom as an alternative to physical presence.
Tested positive or presumptively positive with COVID-19 or been identified as a potential carrier or the COVID-19 virus or a similar communicable illness.
Been in direct contract with or the immediate vicinity or anyone who has been confirmed or suspected of being infected with COVID-19 within the last fourteen (14) days.
Traveled to a restricted area that is under a Level 3 or 4 COVID-19 related travel advisory.
Experienced any symptoms commonly associated with COVID-19.
A lesser-known tax legislation allows for the IRS and New York State to forgive income tax liabilities of decedents who died as a result of the terrorist attacks of September 11th, 2001. If you are the surviving spouse, or personal representative of a 9/11 victim who passed away in or after 2019 as a result of the attacks, we can assist you in filing a claim. Within the open refund period, any forgiven tax liability of the decedent that has already been paid will be refunded. Generally, the open refund period dates three years back (2020, 2021, and 2022) .
This year appointments will be taken in person or via telephone or video conference. To set up an appointment, please call the office at (718) 848-6940.