Tax-Intelligent Planning
We believe financial decisions are, at their core, tax decisions. Our integrated planning helps keep your business and personal goals moving together.
New York & Florida · CPA & wealth management
Your dreams. Our mission.
Wealth management for the life you deserve, with every financial decision viewed through a tax-intelligent lens.
4.9 public ratingBig-firm quality, personal attentionNew York & Florida offices
Specialized services
Tax-intelligent planning with your complete financial life in view.
Wealth Management
A personalized strategy designed around your priorities, helping you pursue financial independence with clarity and confidence.
Tax Planning
Forward-looking guidance that considers the tax impact before important personal, investment, and business decisions are made.
Retirement Planning
We help coordinate your income sources and withdrawal strategy so your retirement plan supports the life you envision.
Family Risk Management
Identify the risks you can manage and those best transferred, creating a practical plan to protect the people and assets that matter most.
Legacy & Education Planning
Thoughtful planning for the people and causes you care about, from education funding through estate and legacy considerations.
About the firm
A different type of CPA firm.
We provide tax-advantaged wealth management solutions for carefully chosen clients who demand excellence, innovation, and professionalism.
Drawing on experience gained at Big Four accounting firms, our team combines the quality of a large firm with the attentiveness and value of a local relationship.
Read our storyWhat clients say
Trusted for knowledgeable, prompt guidance
"They are the most professional, hard working and friendly people we have ever done business with."
"The DeMinno CPA Firm is the best CPA firm I've worked with in my 30+ years of doing business. Jim, Zack, and all other staff members are very reliable, prompt, and knowledgeable."
Two offices, one dedicated team
Meet with us in New York or Florida.
New York Office
337 North Main Street, Suite 13
New City, NY 10956
- Monday – Sunday: By appointment
Florida Office
19386 Chapel Creek Drive
Boca Raton, FL 33434
- Monday – Sunday: By appointment
Connect with us today.
Tell us where you want to go. We’ll help bring tax and wealth planning into one clear strategy.