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Certified Public Accountant Upper East Side

Choosing the Best CPA in Upper East Side – DeFreitas & Minsky LLP CPA Firm

Spotlight Services

Based in the cosmopolitan heart of New York, DeFreitas & Minsky LLP is a professional CPA firm that is dedicated to meeting the financial needs of both individuals and businesses throughout the Upper East Side. Although not physically located in this upscale region, our firm provides a comprehensive suite of services defining the highest standards of commitment and excellence.

Our team of highly skilled professionals encompasses profound knowledge and experience in several arenas of financial management. We cater to a vast array of sectors, including real estate, medicine, law, technology, entertainment, among others. Our services include but are not limited to tax planning and preparation, audit services, financial statement compilation and review, estate planning, business advisory, and even business valuation.

– Tax Planning and Preparation: Our tax professionals specialize in minimizing your tax obligations with smart, legally sound strategies, staying updated on the constantly changing tax laws and trends in the Upper East Side.

– Audit Services: We provide certified, in-depth audit services, providing objective assurance that will help you achieve your business objectives.

– Business Advisory: Our business advisory services are tailored to boost efficiency, profitability, and growth, driving your business toward success.

The Importance of Choosing a Good CPA

Choosing the right CPA to entrust your financial affairs with is as critical as choosing any other professional, be it a doctor or a lawyer. A good CPA in Upper East Side, such as ours at DeFreitas & Minsky LLP, can make a world of difference for both your business and personal financial health.

Professional guidance from a good CPA like us can help you navigate complex tax laws and financial regulations, ensuring you pay the least amount of taxes legally possible. A competent CPA will also find ways to safeguard your assets, plan for retirement, estate or succession planning, and more with efficient structuring and quality financial planning.

The right CPA also serves as a trusted advisor who can provide guidance on a multitude of financial-related questions. They can give valuable advice on when and how to make significant purchases or investments while examining each scenario’s tax implications. We are your go-to experts when you need to:

– Understand the financial impacts of buying or selling a business

– Break down the complexities of estate planning

– Make intelligent, pointed business decisions

The DeFreitas & Minsky LLP Advantage

Choosing DeFreitas & Minsky LLP for your CPA needs in Upper East Side offers you the distinct advantage of working with a firm that has a long-standing reputation of excellence, coupled with local knowledge and global insights. We delve beyond the surface to understand the intricacies of your business or personal financial landscape, delivering personalized strategies and insights that make a real difference.

With DeFreitas & Minsky LLP, you can experience the advantage of our commitment to staying abreast of the latest regulatory and industry changes. Our professionals continually upgrade their knowledge and skills, pushing the boundaries of what they can provide for you.

We are known for our commitment to building lasting relationships with our clients, understanding that no two clients are the same. We tailor our services to the unique needs of each client, ensuring that our strategies are as unique as the clients we serve.

In summary, trust DeFreitas & Minsky LLP as your go-to CPA firm in Upper East Side for:

– Trustworthy advisory and exceptional financial expertise

– Customized services tailored for individual needs

– Commitment to continuous learning and innovation

– Robust client relations built on trust and respect

– Local knowledge and global insights.

Choosing the best CPA in Upper East Side doesn’t have to be a daunting task. Let DeFreitas & Minsky LLP handle your financial affairs with utmost care and expertise.

DeFreitas & Minsky CPA Firm

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CPA Services in Upper East Side

Certified Public Accountant

With a CPA by your side, consider your financial puzzles already solved.

Business Tax Planning

Elevate your bottom line with strategic planning, where every deduction is a victory.

Financial Planning

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

Year End Tax Planning

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

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

Where your financial dreams get a roadmap.

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

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

Fiduciary Tax Planning

Navigating the tax terrain so beneficiaries reach their financial destinations.

Estate Planning

Ensures your life's work lives on, exactly as you have envisioned.

Corporate Tax

Turning the complex web of regulations into your strategic advantage.

Corporate Restructuring

The boardroom's answer to a phoenix rising, renewed and ready.

Charitable Planning

Turns your goodwill into good tax news and lasting legacies.

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.