As your company grows, you need a relevant strategic partner that can keep growing with you. Whether it be retirement planning or coordinating mergers and acquisitions, DiSanto, Priest & Co. can help you maintain a strong financial foundation that’s built to last. Our custom solutions are designed to meet your unique needs both today and tomorrow.

With our full-service approach and industry experience, we can help you plan for your professional and personal goals. DiSanto, Priest & Co., gives you the financial services you need, but also the strategic advice to reach your full potential.

We Offer

Physical Presence No Longer Required for Sales Tax
In a 5 - 4 decision, the Supreme Court ruled in favor of state authority to require online retailers to collect sales taxes without regard to physical presence in the state. Although states stand to gain much-needed tax revenues, there may be consequences for online retailers that do business in multiple states.
Read More
Taking Control of SOC Report Requests & Distribution
One of the ways firms and their business clients are utilizing a clearinghouse is for SOC report distribution – a process that is becoming more challenging to manage as an increased focus on third-party controls has led to a rise in requests for reports.
Read More
Authenticated Financial Information
There is growing demand today for accurate, authenticated financial information. While technology has positively impacted the speed and accessibility of information, it has also created new ways to alter and compromise information.  
Read More
A Visit to China
China is one of the largest economy's in the world and our partner Bill Pirolli took a trip to check it out. Bill explored China's accounting industry which is beneficial for him as well as his clients just like you.
Read More
SOC Audit Reporting Guidance is Changing
The AICPA recently issued a new set of Trust Services Criteria that apply to SOC 2, SOC 3, SOC for cybersecurity engagements. Here is what changed.
Read More
How to Assess Your Company's Financial Health
We receive regular checkups to monitor, maintain, and improve our health. But did you know that you should do the same for your company?
Read More
The Importance of Strategic Planning
Is your company future ready? We are living in a time of rapid change around the world. Consider a Strategic Planning Engagement to ensure success.
Read More
New Year and New Tax Laws Bring Change to Estates and Gifts
As we continue to welcome in the first quarter of 2018 and the new tax bill, let's take a quick look at what has changed and what remains the same.
Read More
Meal and Entertainment Provisions in the Tax Cuts and Jobs Act
As part of tax reform, significant changes were made to the ability of businesses to deduct meals and entertainment expenses.
Read More
The Secret to Beneficiary Designations - "Follow Directions"
To remain competitive in today’s working environment employers will offer employees the opportunity to participate in a pre-tax retirement plan.  In addition, they may offer to match the employee’s contribution up to a certain percentage.  As part of the process, the employee is required to complete certain paperwork which includes a Beneficiary Designation Form (BDF).
Read More
Medical Billing - Some Best Practices
Today’s health care providers face an onslaught of new rules —including complex coding requirements, privacy concerns, higher copays, unpaid debts, and denied claims, to name a few—making it more important than ever for medical offices to create clear medical billing policies.
Read More
The Obstacles to Establishing Your “Dream Team”
We all know that people are your most important asset.  They create new ideas, service your customers, and handle all the things that machines simply cannot.  Let’s face it, that large payroll expense on your income statement is there for a reason.  You have probably spent quite a bit of time trying to hire the best people, the smartest people, and the ones that fit your company’s culture; essentially trying to build your dream team.
Read More
error: Content is protected !!