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
Thinking of Retiring Abroad?
However exciting retiring abroad may sound, it deserves considerable planning.
Orchestrating Your Retirement Accounts
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Don’t Be Your Own Worst Enemy
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
Why have the markets been so volatile recently?
Gaining a better understanding of municipal bonds makes more sense than ever.
An increasing number have been developed to help individuals with their personal finances.
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
Here are six flags that may make your tax return prime for an IRS audit.
Determine your potential long-term care needs and how long your current assets might last.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator can help you estimate how much you should be saving for college.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Learn more about taxes, tax-favored investing, and tax strategies.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
There are a number of ways to withdraw money from a qualified retirement plan.
Have you found yourself suddenly single? Here are 3 steps to take right now.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Even low inflation rates can pose a threat to investment returns.
It’s never a bad time to speak with your financial advisor about changes in your situation.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
How will you weather the ups and downs of the business cycle?