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Your Dreams. Our Mission.

Wealth Management for the Life You Deserve

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A Different Type of CPA Firm.

We offer a wide variety of services all geared to help you with your financial goals.

About Us

We have extensive experience managing high-net-worth portfolios.

Blog

Client Center

Strike the perfect balance between work and leisure.

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Tax Intelligent Planning

Let us help you make sure your business is poised for growth.

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Services
How Can We Help You?

Wealth Management

Develop a personalized plan to get out of debt and pursue financial freedom.

Financial Services

Tax Planning

We'll help you discover which risks to transfer to an insurance company and which risks can you manage yourself.

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Retirement Planning

What money are you prepared to spend first in retirement? A strategy based on your income sources may help you decide. The good news is you won't have to do it alone.

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Success Stories
Read What Our Clients Are Saying

Read about real experiences from our clients.

John Smith

"They are the most professional, hard working and friendly people we have ever done business with. I highly recommend The DeMinno CPA Firm to anyone looking for taxes or wealth management! You can't do any better than this team."

- Anna K.

This testimonial was provided by a current client. It may not reflect the experience of other clients and does not guarantee future success or performance. There was no compensation given for the testimonial

Don Anderson

"The DeMinno CPA Firm is the best CPA firm l've worked with in my 30+ years of doing business. Jim, Zack, and all other staff members are very reliable, prompt, and knowledgeable. I could not be happier using anyone else - simply put, DeMinno CPA is the best."

- Eve D.

This testimonial was provided by a current client. It may not reflect the experience of other clients and does not guarantee future success or performance. There was no compensation given for the testimonial

Marla Smith

"Excellent CPA and Wealth Management Team. Will never dream of looking for another CPA. My entire family and many of my friends use The DeMinno CPA Firm."

- Dr. Bajrang A.

This testimonial was provided by a current client. It may not reflect the experience of other clients and does not guarantee future success or performance. There was no compensation given for the testimonial

Our Resources

"I have been with Mr. DeMinno from Day 1 over 23+ years and referred family friends. Mr. DeMinno and his staff are wonderful! They are up to date on the tax laws and was big light for us navigating and surviving through the pandemic. Jim always answers the phone. He is patient and resourceful and a true Professional! If you are a veteran professional or staring out, he is the way to go!"

- Erin Connolly, Artisan Realty

This testimonial was provided by a current client. It may not reflect the experience of other clients and does not guarantee future success or performance. There was no compensation given for the testimonial

"Gamer" Dan

"..I can now focus on having fun with my family instead of worrying about finances."

-John C.

This testimonial was provided by a current client. It may not reflect the experience of other clients and does not guarantee future success or performance. There was no compensation given for the testimonial


Our History

"My family has been using The DeMinno CPA Firm for our taxes and wealth management for over 15 years. The office staff goes above and beyond to ensure your needs are met. We are extremely satisfied with the services that is provided!"

-Jennifer T.

This testimonial was provided by a current client. It may not reflect the experience of other clients and does not guarantee future success or performance. There was no compensation given for the testimonial

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