You are viewing a preview location.
Broker Check

Your Dreams. Our Mission.

Wealth Management for the Life You Deserve

Let's Talk

A Different Type of CPA Firm.

We offer a wide variety of services all geared to help you with your financial goals.

About Us

We have extensive experience managing high-net-worth portfolios.

Blog

Client Center

Strike the perfect balance between work and leisure.

Learn more

Tax Intelligent Planning

Let us help you make sure your business is poised for growth.

Learn more

Services
How Can We Help You?

Wealth Management

Develop a personalized plan to get out of debt and achieve financial freedom.

Financial Services

Tax Planning

We'll help you discover which risks to transfer to an insurance company and which risks can you manage yourself.

Learn more

Retirement Planning

What money are you prepared to spend first in retirement? A strategy based on your income sources may help you decide. The good news is you won't have to do it alone.

Learn more

Success Stories
Read What Our Clients Are Saying

Read about real experiences from our clients.

John Smith

"They are the most professional, hard working and friendly people we have ever done business with. I highly recommend The DeMinno CPA Firm to anyone looking for taxes or wealth management! You can't do any better than this team."

- Anna K.

This client testimonial may not reflect the experience of all clients and does not assure future success or performance.

Don Anderson

"The DeMinno CPA Firm is the best CPA firm l've worked with in my 30+ years of doing business. Jim, Zack, and all other staff members are very reliable, prompt, and knowledgeable. I could not be happier using anyone else - simply put, DeMinno CPA is the best."

- Eve D.

This client testimonial may not reflect the experience of all clients and does not assure future success or performance.

Marla Smith

"Excellent CPA and Wealth Management Team. Will never dream of looking for another CPA. My entire family and many of my friends use The DeMinno CPA Firm."

- Dr. Bajrang A.

This client testimonial may not reflect the experience of all clients and does not assure future success or performance.

"Gamer" Dan

"..I can now focus on having fun with my family instead of worrying about finances."

-John C.

This client testimonial may not reflect the experience of all clients and does not assure future success or performance.

Our History

"My family has been using The DeMinno CPA Firm for our taxes and wealth management for over 15 years. The office staff goes above and beyond to ensure your needs are met. We are extremely satisfied with the services that is provided!"

-Jennifer T.

This client testimonial may not reflect the experience of all clients and does not assure future success or performance.

Let's Talk.
Take the First Step.

Thank you!
Oops!