Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
Addressing 360° of Your Financial Landscape
At The DeMinno CPA Firm, PC, we have long been committed to helping business owners, professionals, and families 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 and IRS audit representation to 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.
With headquarters based in New City, New York, Rockland County, we serve clients across the globe, primarily in the Tri-State area. Additionally, we have locations in Boca Raton, Florida, and White Plains, New York. We invite you to contact us today for a complimentary consultation to see how we may be able to help you.
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There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
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Key questions to answer when you are considering retirement.
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Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
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Use this calculator to assess the potential benefits of a home mortgage deduction.
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Estimate the total cost in today's dollars of various mortgage alternatives.
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Use this calculator to better see the potential impact of compound interest on an asset.
Federal Income Tax
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Capital Gains Tax Estimator
Use this calculator to estimate your capital gains tax.
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Principles of Preserving Wealth
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Managing Your Lifestyle
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Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
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Have you found yourself suddenly single? Here are 3 steps to take right now.
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If you died, what would happen to your email archives, social profiles and online accounts?
Investments
You’ve made investments your whole life. Work with us to help make the most of them.
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.