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Wealth Management DeWitt NY


Free Tax Consultation


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Accounting Services in DeWitt


Year End Tax Planning

Turn the tax year’s end into a beginning for new savings with strategic planning.


Year End Tax Planning


Wealth Management

Curating your financial portfolio with the precision of a master artist.


Wealth Management


Trust Services

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


Trust Services


Certified Public Accountant

The elite force in the financial arena, where accuracy meets strategy.


Certified Public Accountant


Business Tax Planning

Navigate the tax jungle, turning potential pitfalls into opportunities.


Business Tax Planning


Financial Planning

Your fiscal blueprint to building a future of prosperity.


Financial Planning


Small Business Succession

Craft a seamless transition for your business’s next chapter.


Small Business Succession


Personal Financial Planning

Where your financial dreams get a roadmap.


Personal Financial Planning


Corporate Restructuring

Tailoring your business suit to fit the fashion of the future.


Corporate Restructuring


M&A Due Diligence

Ensure your merger’s success with the foresight and insight of due diligence.


M&A Due Diligence


Individual Tax Planning

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


Individual Tax Planning


Fiduciary Tax Planning

Minimize the tax footprint of trusts and estates with precision.


Fiduciary Tax Planning


Charitable Planning

Weave generosity into your financial tapestry with tax-smart threads.


Charitable Planning


CFO Advisory

Transform your business’s financial narrative with the master storytelling of advisory.


CFO Advisory


1031 Exchanges

Turn property into profit, not taxes, with the magic wand of exchanges.


1031 Exchanges


Estate Planning

Crafting a legacy that speaks volumes, even in silence.


Estate Planning


Corporate Tax

Minimize liabilities and maximize clarity with strategies that work.


Corporate Tax


Payroll Services

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


Payroll Services

Speak to One of Our Wealth Management Experts


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Testimonial

WHAT OUR CLIENTS ARE SAYING!

DeFreitas & Minsky maintains high standards, produces detailed information and gets involved with our company so they can understand the operation on a more personal level. The information they provide is always accurate and current. We have been with them for more than 30 years!
Pamela Gossy
Pamela GossySyosset Truck Sales Inc.
4 years ago
This is my second year filing my taxes with DeFreitas & Minsky. I was referred by a friend. Honestly, It’s a blessing sent. Everyone there is professional and knowledgeable about tax codes. They even keep me abreast via email whenever there’s a new tax law and what it entails. I feel safe and sound when doing business with them.
Junior Prophete
Junior Prophete
True professionals and attentive to all of my needs. Manny, Melissa, and Michael are all super helpful. They took the time to help me with my taxes, financial planning, and estate tax needs. I highly recommend them.
Deena Polsinelli
Deena Polsinelli
We’ve been working with Manny for the last 10 years. Whenever we have a question he’s there and if he’s in a meeting during Tax Season (it happens), Jay is always there. Thank you Gentlemen.
Thomas Jacoberger
Thomas Jacoberger
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