Your CPA serves as your financial guide, helping you to utilize your resources more effectively as you work toward your financial goals.  Steven M. DelSanto, LLC. strives to assist you in accomplishing these financial and business goals.

 

Whether you are big business or a small entrepreneur, an individual with complicated affairs or relatively simple ones, you will receive the attention you need, when you need it in a timely and professional manner.  You will find that our firm makes you our top priority, not just verbally, but also in our day-to-day commitment to serving you. 

 

You will find that we can take much of the worry and stress out of your financial decision making.  You will find these objectives easier to accomplish with the assistance and consultation of your CPA.

 

Professional Competence:  Steven M. DelSanto, LLC has demonstrated professional competence by meeting high education and experience standards for the accounting profession, passing a rigid nationally uniform evaluation and peer review as well as meeting annual state licensing and continuing education requirements.

 

Confidentiality:  We want you to know that your financial information will not be discussed with anyone else without receiving your request or prior approval.

 

Communication:  A CPA realizes some people have difficulty talking about their finances.  That is why our firm will make you feel comfortable and relaxed.  We recognize that in order to better help our clients, the client needs to feel comfortable in discussing various financial matters.

 

Timely Service:  Your CPA knows how valuable your time is and business decisions are ultimately made base on the timeliness of the analysis that is prepared.  That is why our firm will perform your services in a professionally efficient matter so that you can make any necessary financial decisions.

 

Financial Statements and Audits:  Our firm can prepare or supervise the preparation of financial statements.  Compilation, review, or audited statements can be provided according to your needs.  Helping you to use the statements in managing your business and increasing your profitability is an important aspect of a CPA’s service to you.

 

Tax Planning and Preparation:  Your CPA prepares all required tax returns to assure that you are accurately paying your necessary taxes.  Throughout the year, we monitor tax law changes that will affect you, recommend tax saving strategies and serve as your advocate in tax matters.

 

Business Problem Solving:  As you start your business, your CPA will help you select the proper organizational structure and capitalization.  Our firm works with you and your other advisors to solve your business problems assisting with matters such as loan applications, buy/lease criteria, cash flow, pension planning and other business needs.

 

Financial Estate Planning:  A CPA is your financial consultant, working with you to increase your net worth, then planning with you to minimize estate taxes.  A total program, including an analysis of net worth, investment review, family gifting, trusts, retirement planning, and family business transfers, is available through our firm to assist you in maximizing benefits for you and your heirs.

 

Recordkeeping and Reports:  Your CPA designs recordkeeping and accounting systems to fit your business and personal financial affairs.  Your CPA also prepares other financial records and reports including reports to state and federal agencies.