Taxes and insurance done right.
Federally licensed. Serving FL, CT, NY & beyond.
Welcome!
I truly enjoy my work and taking care of my clients–we are a team! Great planning ideas, reliable service, and true compassion are what I provide to my insurance and tax clients.
Making the insurance and tax processes as painless as possible so that you can succeed in your business and financial lives is what drives me to do my very best each day.
With Delfau Tax & Financial Services, LLC, you will receive clear-cut and practical answers for your life insurance, long-term care insurance and tax questions in a friendly environment.
Insurance Specialties
- Term Life
- Long-Term Care
- Hard-to-Place/Medical Issues Policies
- Permanent Life Insurance
- Buy-Sell Agreement Policies
- Fixed Annuities
Tax Specialties
- Multi-State & Cross-Border Individual Tax Returns
- Small Businesses (Single Member LLCs)
- Residential Rental Properties
- Audit Responses & Prior Year Return Issues
- Stock Options for Individuals
- Divorce & Taxes
- Capital Gains/Losses Tax Planning
Get the personalized attention you deserve.
What clients are saying:
“I can’t recommend Kristin highly enough! Finding someone who can help you skillfully navigate the world of life insurance (and other personal finance issues) is no easy task. Apart from her complete understanding of the field and being very knowledgeable of its pitfalls, Kristin is an excellent communicator. She clearly and concisely explained things to us throughout the process after taking the time to get to know us, our family and our needs. I’m confident we have the right insurance for the right price. And I’m comforted knowing that Kristin is always there to help guide us with any insurance or finance related issue that may come up. I consider Kristin a trusted friend to whom I can turn without reservation.” – Jon M., NY
“My wife and I hired Kristin Delfau to help us purchase life insurance last year. Moreover, she has done our taxes for years. We have always found her to be very helpful, ethical, knowledgeable, and professional. She knows her business and wants to help us. We feel very comfortable working with her. In fact, we left our old financial advisor to work with Kristin, for we feel she really cares about us and our situation.” Matt & Christina S., CT
“I found my experience with Kristin over the last two years to be above and beyond my expectations and in-line with
the stellar reviews. Not only am I saving time, but in my case I have also saved additional money with increased tax returns versus when I did them myself.” –Mark E., VA, via Google+
You are Promised the Following at Delfau Tax & Financial Services, LLC:
1. No Sales Pressure. It’s hard to trust people who are pressuring you into services or products you don’t want or need. Instead, recommendations and strategies are provided along with their rationale–and you make the final choice. This is not a commissions-only firm that has to make its quota at the end of the month!
2. No Surprise Fees. At Delfau Tax & Financial Services, you’ll always know exactly what you are getting and what you are paying. No surprise invoices or fees. And no hourly “run-ups” to use up a retainer fee.
If any recommendation would result in Delfau Tax & Financial Services, LLC receiving payment from a product vendor (such as a life insurance company), you will be informed at the time of the recommendation.
3. Easy-to-Follow and Useful Strategies. What good is a big, fancy pile of charts and graphs if they sit in a drawer? Here you will have someone who actually listens to your needs and answers your questions in plain English.
4. Flexible Scheduling. If it’s difficult for you to meet during traditional business hours, that’s okay. If you are in the Greater Danbury area, meetings can be held in your home, office or another agreed-upon location in the evenings or on Saturday mornings. If you are further away, it’s always possible to communicate with you via telephone, Skype, e-mail and/or snail mail–whatever is best for you!
