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Certified Public Accountant Rome

DeFreitas & Minsky LLP CPA Firm – Superior CPA Services in Rome, NY

Spotlight on DeFreitas & Minsky LLP in Rome

DeFreitas & Minsky LLP is a seasoned CPA Firm that extends its exceptional end-to-end financial services to the heart of Rome, NY. Although not physically present in Rome, we have developed a strong presence through our commitment to quality service and client success. Over the years, we have successfully served a wide array of industries, from small businesses to large corporations, helping them achieve their financial goals.

Our team comprises highly skilled and dedicated CPAs who understand the intricacies of the financial landscape. Our CPA services encompass financial audits, tax planning and preparation, business advising, and more. We provide personalized, responsive service that is anchored on professionalism, integrity, and expertise. At DeFreitas & Minsky LLP, we assure our clients of a strategic partnership that not only meets their needs but exceeds their expectations.

In the vibrant economic environment of Rome, NY, businesses need a reliable partner to guide them through the financial hurdles. At DeFreitas & Minsky LLP, we understand this need and have created a robust service delivery model to keep your business thriving.

Importance of Selecting a Qualified CPA

Choosing a CPA is an essential step in any business journey. The competence of your CPA profoundly impacts the financial health and long-term growth of your business. They are responsible for the thorough and accurate preparation of tax-related documents, effective tax planning and structuring, providing expert financial advice, and ensuring compliance with the laws and regulations.

A reputable CPA offers value far beyond just number-crunching. They can provide crucial business insights, identify potential threats, and recommend strategies to foster growth and stability. Being well-versed in the financial sector, the right CPA can optimize your business operations and lead to significant cost savings.

In choosing a CPA, consider not just their qualifications but also their industry experience, reputation, and ability to understand your unique business needs. Remember, a good CPA is not just a service provider but a trusted financial advisor who can steer your business towards sustainable success.

Benefits of Trusting DeFreitas & Minsky LLP as your CPA

At DeFreitas & Minsky LLP, we bring a host of advantages to your business, making us the preferred choice for a CPA in Rome, NY. Here are some key benefits of choosing our firm:

Seasoned Professionals: Our team of CPAs is not only exceptionally skilled but has vast industry experience. We understand the fast-paced business and economic landscape of Rome, NY and provide tailored solutions to meet your unique needs.

Range of Services: With our extensive service offerings, from strategic business planning to tax preparation, we serve as a comprehensive solution to all your financial requirements.

Client-Centric Approach: At DeFreitas & Minsky LLP, client satisfaction is our primary goal. We believe in building strong relationships with our clients through transparency, open communication, and a deep understanding of their needs.

Technological Advantage: We leverage the latest technology in our processes to ensure efficient and timely service. Our digital-first approach also allows us to serve our clients in Rome, NY effectively, despite not having a physical office there.

Choosing DeFreitas & Minsky LLP as your partner for CPA services in Rome, NY ensures personalized and strategic financial solutions to help your business reach its financial goals. With our firm, you gain a trusted financial advisor committed to the success and growth of your business. Connect with us today and let us guide you through your financial journey.

DeFreitas & Minsky CPA Firm

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CPA Services in Rome

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

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

Year End Tax Planning

Wrapping up your fiscal year with a bow of benefits.

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

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

Personal Financial Planning

Craft your personal wealth narrative with the strategic pen of planning.

Payroll Services

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

M&A Due Diligence

Where every detail is a clue to making the deal of the decade.

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

Crafting a legacy that speaks volumes, even in silence.

Corporate Tax

Minimize liabilities and maximize clarity with strategies that work.

Corporate Restructuring

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

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

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.