Addressing 360° of Your Financial Landscape
At The DeMinno CPA Firm, PC, we have long been committed to helping business owners, professionals, and families to pursue a prosperous financial future by serving as a trusted and experienced wealth management advocate. Our goal is to coordinate your strategies and simplify your financial needs so you can focus on your passions and goals.
From wealth management, tax preparation, IRS audit representation, QuickBooks consulting and business services, our diverse slate of services and dynamic team of professionals stand out from the majority of conventional firms. Our interdisciplinary approach is designed to address your varied financial needs, goals, and dreams, wherever life may lead you along the way.
Headquarters based in New City, New York, Rockland County, we serve clients across the globe, primarily in the Tri-State area. Additionally, we have a location in Palm Beach County, Florida. We invite you to contact us today for a complimentary consultation to see how we may be able to help you.
From building your portfolio to evaluating your retirement needs, we help to synthesize your various financial obligations, personal goals, and future dreams into cohesive strategies.Learn More
Implementing tax strategies year-round can help abate Uncle Sam’s appetite. Guiding you through a full range of services, we help you determine opportunities for mitigating taxes.Learn More
From bookkeeping to succession planning, your business requires dynamic solutions. We strive to serve as your lifelong advocate, undertaking your business’ accounting needs.Learn More
How Will Working Affect Social Security Benefits?
Knowing the rules may help you decide when to start benefits.
Putting a Price Tag On Your Health
Being healthy not only makes you feel good, it may also help you financially.
Insuring Your Second Home
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
Many Americans are operating their personal finances with only the barest minimum of knowledge.
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
Here are six flags that may make your tax return prime for an IRS audit.
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This questionnaire will help determine your tolerance for investment risk.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator compares the financial impact of leasing versus buying an automobile.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator can help determine whether it makes sense to refinance your mortgage.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are a number of ways to withdraw money from a qualified retirement plan.
Understanding the cycle of investing may help you avoid easy pitfalls.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
There’s an alarming difference between perception and reality for current and future retirees.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Agent Jane Bond is on the case, cracking the code on bonds.
What if instead of buying that vacation home, you invested the money?