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Family-Owned Business

At DeFreitas & Minsky CPA, we work to be the reliability you need for your family-owned business. If you have questions, we have solutions. Our accountants have experience with family-owned businesses in a wide variety of industries.
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Accounting

Save time and let us handle the bookkeeping. We can prepare and analyze any financial statements you have. Our accountants provide software evaluation and implementation for your company.

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Business Assurance

Protect your financial aspects through our business assurance program. Our financial reporting will prevent any monetary issues. If audits do occur, we help our clients to the fullest extent.

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Business Planning

When planning for the future of any business, the right action is necessary. The planning that we provide to our clients include: projections and forecasts, management planning, compensation and incentive, financial and succession planning.

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Our clients come to us because of our integrity and commitment to bettering their company to its fullest financial potential. We create strong bonds with our clients so we are on the same page every step of the way. Our accountants create company specific plans, so our clients know their family-owned business is secure. We proudly serve, but do not exclude, Long Island and the Greater New York Area.

Services for Family-Owned Businesses

Sometimes family members have differing opinions based on major changes within the business. Our accountants act as unbiased third-party members to resolve any matters. We provide a number of amenities to help your business grow. Our services include:
Accounting
Save time and let us handle the bookkeeping. We can prepare and analyze any financial statements you have. Our accountants provide software evaluation and implementation for your company.
Business Assurance
Protect your financial aspects through our business assurance program. Our financial reporting will prevent any monetary issues. If audits do occur, we help our clients to the fullest extent.
Business Planning
When planning for the future of any business, the right action is necessary. The planning that we provide to our clients include: projections and forecasts, management planning, compensation and incentive, financial and succession planning.
Tax Services
Through each tax year, our accountant will be there for you so your taxes are fair and your tax returns are profitable. We analyze and plan your federal, state and local tax. As well as, monitor sales and use tax compliance and business tax planning and preparation.
Business Advisory Services
Let us keep your business safe and secure. Our business advisory services include business valuation, debt analysis, loan proposals, transaction negotiations, stock transfers and turnaround assistance.
No matter the issue, DeFreitas & Minsky CPA wants to help. Running a family-owned business is no easy task. Having a neutral voice to fall back on and give sound advice will benefit your company tremendously. We can organize your financial responsibilities so you can be there for your business.
DeFreitas & Minsky CPA would like to welcome you to our family so we can take care of your family-owned business.
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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 agoThis 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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FAQ

Frequently Ask Questions.

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Family-owned businesses often face challenges in succession planning, separating personal and business finances, and managing family dynamics in business decisions.
We provide tailored services including succession planning, financial management, and tax strategies specific to family-owned businesses.
Effective succession planning involves identifying potential successors, providing them with the necessary training, and creating a transition plan that aligns with the business's long-term goals.
Establishing clear policies, open communication, and possibly involving a neutral third-party advisor can help in managing conflicts of interest.
Yes, clearly defined roles and responsibilities help in maintaining professionalism and reducing conflicts.
Regular family meetings, transparent decision-making processes, and setting boundaries between family and business matters can promote harmony.
Yes, external advisors provide unbiased perspectives and specialized expertise that can be crucial for the business's growth and sustainability.
Estate planning should consider the business's future leadership and ownership, tax implications, and the financial security of non-involved family members.

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Call Us

516.689.1515

Headquarter

30 Jericho Executive Plaza Suite 500W, Jericho, NY 11753

Email Us

Info@dmcpallp.com

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