Certified Public Accountant Carmel

DeFreitas & Minsky LLP: Superior CPA Services in Carmel, NY

A Spotlight on Reliability, Expertise, and Experience

When selecting a reliable Certified Public Accountant (CPA), settling for less is not an option. You need far more than a number cruncher. You deserve a company that has the highest level of expertise, proficiency and a proven track record. This is where DeFreitas & Minsky LLP steps in.

Operating for several decades, DeFreitas & Minsky LLP provides top-notch CPA services for clients in Carmel, NY, and beyond. Despite not having a physical presence in Carmel, we have built a strong client base by providing innovative, adaptable, and customized accounting solutions.

The firm offers exceptional services that are highly rated and recognized in the accounting industry. Some key offerings include:

– Comprehensive accounting and auditing solutions

– Skilled business and individual tax planning

– Profitable financial management advice

– Sophisticated forensic accounting

– Complete estate planning

Why Choosing a Skilled CPA is Paramount

The financial health of your business is not something you can entrust to just anyone. Hiring a skilled CPA can profoundly impact your financial stability, help to reduce your tax liabilities, and simultaneously increase your business’s profitability.

A skilled CPA is central in interpreting complex tax laws and regulations for your benefit, ensuring that you pay exactly what you need to, no more, no less. They remove the burden of tedious financial tasks from your shoulders, allowing you to focus more on running your business.

Moreover, a good CPA helps you in making sound financial decisions, which are crucial for the growth of your enterprise. They provide you with essential financial data, insights, and strategies that can help steer your business to a prosperous future.

Advantages of Choosing DeFreitas & Minsky LLP

Why should you choose DeFreitas & Minsky LLP as your go-to CPA in Carmel? The answer lies in the multitude of benefits we offer.

Our team consists of highly experienced and professional CPAs who are dedicated to providing the highest quality service. We do more than just crunch numbers; we aim to serve as your trusted financial advisors.

Additionally, we understand the unique finance-related needs of both businesses and individuals. Whether you seek tax advice, need help with business accounting, or require estate planning, our firm is equipped to assist you promptly and proficiently.

We are dedicated to staying current with the ever-evolving tax laws and changes in the financial landscape. This commitment ensures that our services remain top-tier, helping you make the most of your financial decisions.

DeFreitas & Minsky LLP emphasizes clear communication and transparency. We believe that the client should always be aware of where their finances stand, and we utilize simplified and comprehensible language to make this a reality.

In summary, DeFreitas & Minsky LLP is the CPA firm that promises and delivers reliable, flexible, and detail-oriented financial solutions. As your CPA in Carmel, we’re here to help you navigate your way to financial success.

DeFreitas & Minsky CPA Firm

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CPA Services in Carmel

Certified Public Accountant

With a CPA by your side, consider your financial puzzles already solved.

Business Tax Planning

Elevate your bottom line with strategic planning, where every deduction is a victory.

Financial Planning

Your fiscal blueprint to building a future of prosperity.

Year End Tax Planning

Countdown to a new year where you keep more and owe less.

Wealth Management

Where your financial well-being is the masterpiece we strive to perfect.

Trust Services

Secure and strategize your estate, where your legacy is the law.

Small Business Succession

Ensure your business's tomorrow is as bright as today with strategic planning.

Personal Financial Planning

Where your financial dreams get a roadmap.

Payroll Services

Let us take the reins, where every paycheck is precise and punctual.

M&A Due Diligence

The magnifying glass that turns risks into rewards in the merger game.

Individual Tax Planning

Tailoring tax strategies to fit the fabric of your financial life.

Fiduciary Tax Planning

Navigating the tax terrain so beneficiaries reach their financial destinations.

Estate Planning

Secure the future of your assets, where your will is the way.

Corporate Tax

Turning the complex web of regulations into your strategic advantage.

Corporate Restructuring

Revitalize and re-envision your enterprise with the strategic scalpel of restructuring.

Charitable Planning

Make your philanthropy resonate, where giving meets strategic gain.

CFO Advisory

Elevate your financial strategy from the ground floor to the penthouse.

1031 Exchanges

Swap, grow, and defer, where real estate plays musical chairs.

How it works

Easy Step Process

cpa
Initial Consultation

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.

First Step
consultation
Strategy Development

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.

Second Step
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Implementation and Ongoing Support

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.

Third Step

Speak to One of Our Certified Public Accountants

Testimonial

WHAT OUR CLIENTS ARE SAYING!

FAQ

Frequently Ask Questions.

Professional auditing services provide an independent assessment of your financial statements, ensuring accuracy and compliance with regulations. This enhances the credibility of your financial reports, identifies areas for improvement, and can help in detecting irregularities or potential areas of risk.
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.
Yes, we can streamline your payroll processing, ensuring accuracy and compliance with tax laws and employment regulations. Our services include payroll calculation, tax filing, and handling employee inquiries, allowing you to focus on running your business.
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.