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DeFilippis Financial Group’s® Services

Creating customized financial solutions tailored to your goals

Wealth Management

Our holistic approach to wealth management integrates the information we glean from managing your taxes with your long-term financial goals to help you attain your desired lifestyle.

Tax Services

From ensuring your paperwork is filed accurately to helping you maximize your deductions, our team of professionals will assist you from start to finish when managing your taxes.

Meet Steve DeFilippis

For more than thirty years, Steve has used his experience and expertise in the tax and financial services areas to assist clients throughout the world. Steve is a sought-after commentator for numerous publications, including the Wall Street Journal, The Chicago Tribune, MONEY, Kiplinger’s Personal Finance, and more.

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Latest Blog Posts

Credit Cards versus Debit Cards

Submitted by DeFilippis Financial Group® on May 3rd, 2019

Most consumers typically have both a credit card and a debit card. Of course, the biggest difference between the two is that a debit card will immediately take money out of your bank account when used, unlike a credit card, which will pay for the purchase and later add the amount of the transaction to your monthly statement.

But are there any other differences between the two?

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Steve's Movie Review

Submitted by DeFilippis Financial Group® on December 7th, 2018

Bohemian Rhapsody – The Reel Life or Just Fantasy? From the opening strains of the 21st Century Fox Fanfare, performed with dynamic flair and composed by Queen members Brian May on guitar and Roger Taylor on drums, the 2 hour and 14 minute production flew by and left me hoping for an encore when the credits began to roll.

Tags:
  • Bohemian Rhpasody
  • Brian May
  • Freddie Mercury
  • Gwilym Lee
  • John Deacon
  • Queen
  • Rami Malek
  • Roger Taylor
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What is involved in filing an income tax extension?

Submitted by DeFilippis Financial Group® on January 2nd, 2018

You are probably aware that you can file for an extension if you cannot complete your income tax return by the filing deadline. However, you probably aren't aware of everything involved in filing an extension.

Tags:
  • extension
  • penalty
  • tax return
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