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.
Financial Services
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.
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Tax Services
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.
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Business Services
From bookkeeping to succession planning, your business requires dynamic solutions. We strive to serve as your lifelong advocate, undertaking your business’ accounting needs.
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The Half Million Dollar Baby
The true cost of raising a child may be far more than you expect.
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
Test Your Estate Strategy Knowledge
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
Tax Rules When Selling Your Home
The tax rules governing profits you realize from the sale of your home have changed in recent years.
A Taxing Story: Capital Gains and Losses
Understanding how capital gains are taxed may help you refine your investment strategies.
Errors and Omissions Insurance
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
Test Your Estate Strategy Knowledge
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
Systematic Withdrawals in Retirement
Taking regular, periodic withdrawals during retirement can be quite problematic.
The Half Million Dollar Baby
The true cost of raising a child may be far more than you expect.
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My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
Assess Your Life Insurance Needs
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Bi-Weekly Payments
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Saving for Retirement
This calculator can help you estimate how much you may need to save for retirement.
Interested in a Fuel Efficient Car?
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
What Is My Risk Tolerance?
This questionnaire will help determine your tolerance for investment risk.
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Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
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Surprises
Making the most of surprises is a great reason to work with us.
Should You Invest in Exchange Traded Funds?
There are hundreds of ETFs available. Should you invest in them?
Tuning Your Social Security Benefit
When should you take your Social Security benefit?
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
What Our Kids Can Teach us About Saving Money
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations? Here are three tips.