Certified Public Accountant Newburg

Considering DeFreitas & Minsky LLP CPA Firm in Newburg, NY

A Closer Look at DeFreitas & Minsky LLP

Shine a spotlight on your financial growth and success by partnering with DeFreitas & Minsky LLP. This trusted CPA firm has been successfully guiding businesses and individuals in New York toward financial stability and prosperity for several decades now. Although headquartered elsewhere, they are very much committed to serving the residents and businesses of Newburg, New York with reliable and convenient financial services. Navigating all the dynamism in tax laws and financial regulations requires a seasoned CPA’s extensive expertise, and this is precisely what DeFreitas & Minsky brings to the table.

Their team of highly skilled licensed CPAs ably assisted by a dedicated support staff is available to consult with you, providing robust and strategic financial advice matched with exceptional customer service. Specializing in a wide array of services from financial planning, tax preparation, auditing services to business management consulting, DeFreitas & Minsky LLP adapts its services to meet your specific needs.

True to their commitment to transparency, this CPA firm in Newburg prioritizes clear and open communication with clients. Their staff takes pride in simplifying complex financial concepts and terms for their clients. This approach anchors their ability to translate their expert insights into highly actionable strategies for your financial success.

Importance of Selecting a Qualified CPA

Hiring a certified public accountant (CPA) is a critical decision that goes beyond merely managing your finances. Here are key benefits of working with a CPA:

• A CPA is proficient in handling complex tax and financial situations that a bookkeeper or an unlicensed accountant might not competently manage.

• A CPA, through their formal education and continued professional development, stays abreast of the constantly changing tax laws and business regulations.

• A CPA plays a significant role when it comes to major financial decisions like buying a property, starting a business, or planning for retirement.

• A CPA provides valuable assistance in straightening up your finances if you encounter problems like tax audits or business losses.

Basically, a CPA does not just crunch numbers but also looks at the bigger picture of your financial life, analyzing trends, and offering insights for better financial decisions. It is, therefore, vital to choose a CPA that is not only experienced and proficient but also one that aligns best with your specific needs. Choosing a good CPA like those at DeFreitas & Minsky LLP, a well-known CPA in Newburg, can be instrumental in propelling your financial health and success.

The Advantage of DeFreitas & Minsky LLP

One of the key reasons to consider DeFreitas & Minsky LLP as your CPA in Newburg is their proven track record of excellence. Serving a broad spectrum of clients, from individuals to small and mid-sized businesses, the firm has garnered a reputation for providing top-notch financial services attuned to each client’s specific needs. Some of the distinctive advantages of choosing DeFreitas & Minsky LLP include:

• Unmatched Expertise – With decades of experience, their CPAs possess deep knowledge in various financial fields, enabling them to provide well-rounded advice and guidance.

• Tailored services – The firm leverages their diversified expertise to offer tailor-made services, ensuring your unique financial goals are appropriately met.

• Client-focused approach – DeFreitas & Minsky LLP prioritizes building genuine relationships with clients, thereby fostering a comfortable environment where you can freely discuss your financial matters.

• Accessibility – Despite not having a physical office in Newburg, the firm has made it convenient for residents and businesses in the area to access their services.

With their commitment to excellence and client satisfaction, DeFreitas & Minsky LLP offers an invaluable asset to your financial planning and growth. Leveraging their knowledge, experience, and dedication, DeFreitas & Minsky LLP truly embodies what a remarkable CPA in Newburg looks like. Let them guide you through your financial journey towards success and stability.

DeFreitas & Minsky CPA Firm

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CPA Services in Newburg

Certified Public Accountant

Not just accountants, but architects of your financial future.

Business Tax Planning

Navigate the tax jungle, turning potential pitfalls into opportunities.

Financial Planning

Turn dreams into plans and plans into reality with comprehensive strategies.

Year End Tax Planning

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

Wealth Management

Elevate your wealth's potential with strategies sculpted by expertise.

Trust Services

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

Small Business Succession

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

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

Craft a tax season story where you keep the lead role and the savings.

Fiduciary Tax Planning

Every financial decision is a step toward beneficiary bliss.

Estate Planning

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

Corporate Tax

Keep more of your corporate earnings with savvy planning and execution.

Corporate Restructuring

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

Charitable Planning

Turns your goodwill into good tax news and lasting legacies.

CFO Advisory

Where your business's numbers get a voice and a vision.

1031 Exchanges

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

How it works

Easy Step Process

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
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




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.