Trust Administration Made Easy
April 22, 2025
70+ Years of Guiding Our Clients Towards a Brighter Future
For more than 70 years, prominent businesses, not-for profit organizations, municipalities, and individual clients have relied on the professional services of DeFreitas and Minsky LLP.
We are always looking for motivated, team-oriented individuals to join our firm. Please feel free to send your resume via email to: dmcguinness@dmcpallp.com
We are a full-service accounting firm. Our partners and staff go above and beyond to walk business owners through building a better more profitable business. We give financial advice on a monthly, quarterly and annual basis for business owners. Strategic planning on reducing tax flow to owners. We have our own payroll platform and process and run payroll for a serious discounted rate as an incentive for clients. Our CPAs are CFP’s Certified Financial Planners as well which not many firms have in our area. We stay up to date on all new governmental loans and grants for businesses to help. We partner with CCSI / Sourcepass ensure we have the best cyber sercurity and portal available for our clients.
Service Areas: NY, NJ, SC, CA, FL
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With over 70 years of experience, DeFreitas & Minsky LLP has a long-standing history of providing reliable and professional accounting services to a diverse range of clients including businesses, non-profit organizations, and individuals.
Our firm offers a wide array of services, including Individual Tax and Estate Planning, Corporate Business Tax Services and Consultation. We also provide 1031 Consultation. This broad spectrum of services ensures clients can address all their accounting needs in one place.
At DeFreitas & Minsky LLP, we are deeply committed to building and maintaining strong, personal relationships with our clients. We prioritize understanding the unique needs of each client, ensuring that we provide services that are not only professional but also highly personalized and tailored to their specific requirements. This approach allows us to deliver solutions that truly resonate with and benefit our clients.
We begin with a detailed discussion to understand your specific needs, objectives, and financial situation. This helps us tailor our services to your unique requirements.
Based on the initial consultation, we develop a customized strategy. This could involve financial planning, tax strategy, or business advisory services, depending on your needs.
Once the strategy is agreed upon, we implement the plan and provide ongoing support. This includes regular updates, adjustments as needed, and responsive communication to ensure your financial goals are effectively met.
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Effective tax planning strategies help minimize tax liabilities and ensure compliance with tax laws. For businesses, this means optimizing tax efficiency and planning for future tax obligations. For individuals, it involves personal income tax planning, investment tax considerations, and estate tax planning.
Key considerations include identifying your objectives, such as asset protection, minimizing estate taxes, or providing for heirs. Understanding the types of trusts available and how they align with your goals is essential. Professional guidance ensures your estate plan reflects your wishes and provides for your beneficiaries efficiently.
We provide tailored solutions for family-owned and small businesses, including financial management, tax planning, and succession planning. Our services help these businesses in navigating unique challenges, ensuring smooth transitions to future generations, and maintaining financial stability.
We offer customized financial planning services that cater to the unique needs of same-sex couples, including tax planning, estate planning, and retirement strategies. Our expertise ensures that our clients navigate the legal and financial landscape effectively, regardless of their marital status.
Non-profit organizations must navigate specific tax exemptions and filing requirements, such as filing Form 990 and maintaining their tax-exempt status. Our services ensure compliance, optimize tax efficiency, and assist with financial reporting and governance.
Personalized financial planning aligns with your unique financial situation and goals. It encompasses retirement planning, investment strategies, risk management, and estate planning. Tailored advice helps you make informed decisions, maximize wealth, and achieve long-term financial security.
516.689.1515
30 Jericho Executive Plaza Suite 500W, Jericho, NY 11753
Info@dmcpallp.com
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