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Certified Public Accountant North Tonawanda

DeFreitas & Minsky LLP – Your Trusted CPA in North Tonawanda

Spotlight on DeFreitas & Minsky LLP

At DeFreitas & Minsky LLP, we strive to provide top-quality accounting services to both businesses and individuals in North Tonawanda. While not physically located in the city, our commitment to reliable and efficient service has us servicing an array of clients in the area. We offer a diverse range of services, from tax preparation and auditing to financial planning and business consultation.

Our team is comprised of seasoned, certified public accountants and financial advisors who bring a wealth of knowledge and expertise to the table. We pride ourselves on our success rate and patients attest to our reliable and professional services. With our deep understanding of the financial landscape, we are prepared to help navigate any financial issues or challenges you might encounter.

We go beyond just number-crunching. At DeFreitas & Minsky LLP, we take a personalized approach with each client, getting to know their unique financial situation and specific needs. This allows us to provide tailored services and strategies that help reach your financial goals. If you’re looking for a CPA in North Tonawanda, we are well-equipped to cater to your needs.

The Importance of a Good CPA

The role of a Certified Public Accountant (CPA) extends beyond just taxes and bookkeeping. A good CPA is a financial strategist who can provide invaluable advice to help grow your business or manage your personal finance. They offer:

  • Standard Accounting Services – This includes payroll, tax preparation, budgeting and forecasting, and financial reporting.
  • Expert Guidance – They help map out the financial implications of business decisions, providing actionable insight.
  • Compliance Assurance – CPAs are well-versed in federal and state tax laws, and can ensure your compliance.

Selecting a professional CPA in North Tonawanda is vital for your financial health. They stand as key advisers who can provide guidance during financial decisions and tax planning processes. Whether you’re a salaried employee or an entrepreneur looking to expand a business, a CPA helps you navigate financial complexities, ensuring your economic stability and growth.

While the benefits of hiring a CPA are numerous, it’s essential to choose one that aligns with your needs and goals. Remember, this is a person you’ll entrust with your detailed financial information. Therefore, they should possess the right qualifications, experience and have a solid reputation, like what you can expect with DeFreitas & Minsky LLP.

DeFreitas & Minsky LLP – The Advantage

Choosing DeFreitas & Minsky LLP as your CPA in North Tonawanda presents distinct advantages. Our team employs a proactive approach to financial management, regularly monitoring your financial status and keeping you informed. Instead of waiting for issues to arise, we identify potential problems and provide solutions before they escalate.

We embrace technology to offer more efficient and accurate services. Our use of cutting-edge software applications and cloud-based tools allow us to provide real-time updates and facilitate secure document exchange. This not only speeds up processes but also ensures the protection of your sensitive financial information.

At DeFreitas & Minsky LLP, we believe in establishing solid relationships with our clients. We view every client relationship as a partnership, with your success marking our success. We strive to form an open line of communication, ensuring that you’re educated and confident in any financial decisions being made.

With us, you’re not just hiring a tax preparer or bookkeeper, but a CPA — a trusted financial adviser who will be with you every step of the way. The combination of our years of experience, team’s expertise, use of advanced technology, and personalized approach all contribute to making DeFreitas & Minsky LLP your desired choice for CPA in North Tonawanda.

DeFreitas & Minsky CPA Firm

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CPA Services in North Tonawanda

Certified Public Accountant

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

Business Tax Planning

Crafting your company's financial blueprint with tax-saving ink.

Financial Planning

Charting the course for your wealth's journey to tomorrow.

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

Every asset tells a story of careful planning and thoughtful guardianship.

Small Business Succession

Passing the torch with grace, ensuring your legacy lasts.

Personal Financial Planning

Navigate life's financial waters with a plan as your compass.

Payroll Services

Turning payday into a breeze, for you and your employees.

M&A Due Diligence

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

Individual Tax Planning

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

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

Turning the complex web of regulations into your strategic advantage.

Corporate Restructuring

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

Charitable Planning

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

CFO Advisory

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

1031 Exchanges

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

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.