Tax Expertise for New York's First Responders
From individual tax preparation to 9/11 Tax Forgiveness petitions, we've helped hundreds of first responder families recover what they're owed from the IRS and New York State.
34+
Years
100+
Petitions Filed
100%
IRS & NYS Certified
Our Services
Full-service tax, financial, and legal advisory for New York's first responders, families, and 9/11 survivors.
01
9/11 Tax Relief & Forgiveness
A lesser-known tax law allows the IRS and New York State to forgive income tax liabilities for qualified 9/11 decedents. We've successfully filed hundreds of petitions. If you're a surviving spouse, family member, or personal representative, you may be entitled to relief.
Learn if you qualify
02
Tax Preparation
Expert consultation on individual, fiduciary, and small business tax filings. We pride ourselves on completing your return at the time of your appointment. Currently serving existing clients. Please inquire about availability.
What to bring
03
Retirement & Financial Planning
Specialized retirement counseling for NYPD members, including pension option analysis, survivor benefits, Terminal Leave tax deferral, IRAs, annuities, and life insurance review.
Explore planning services
Your Family May Be Entitled to Thousands in Tax Relief
Most surviving families don't know this relief exists. Federal law and New York State allow tax liabilities to be forgiven or refunded for qualified decedents whose death is attributed to a 9/11-related illness or injury.
100+
Petitions Filed Successfully
$30k
NYS Max
Surviving Spouse
$10k+
IRS Minimum
Guaranteed
34+
Years Filing
Petitions
Qualifying families may recover tax overpayments across multiple prior years.
Federal Relief
New York State Relief
You May Qualify If You Are
A Firm Built on 34 Years of Trust
Since 1992, we've been the trusted tax advisors for New York's police officers, firefighters, and city employees.
Specialized in First Responder Benefits
We know the NYPD pension system, Terminal Leave, and 9/11 relief programs inside and out. These are areas most general CPAs simply won't cover.
Attorney on Staff
Maryanne Bifulco, Esq. brings legal expertise to complex tax relief petitions, ensuring your case is handled with the care it deserves.
Return Completed at Your Appointment
Bring your documents and leave with a completed return. No waiting days or weeks for your filing.
Our Team
Specialists in first responder tax law, pension planning, and 9/11 relief since 1992.
Frank Bifulco
Tax Preparer & Financial Advisor
Licensed financial advisor and Life & Health insurance agent. Frank specializes in IRAs, rollover plans, college planning, annuities, and financial investments tailored to the needs of first responders.
Book with Frank
Kellie Caputo
IRS Registered Preparer
Kellie is in her twelfth year completing tax returns with our office. An IRS registered preparer, she works under office management and is available for both new and returning clients.
Book with Kellie
Helpful Resources
IRS Refund Status
NY State Refund
NJ Refund Status
NYC / Form 1127
CT Refund Status
What to Bring
Appointment checklist
Ready to See If You Qualify for 9/11 Tax Relief?
A free consultation costs nothing. The relief you're owed could be significant.