Income taxes are at the heart of our firm.  Whether you have business, estate, trust or personal filing requirements, we are here to guide you.  Our tax department has decades of experience from the simplest tax filings to the most complex of situations.  Our services include Federal, State and local taxes throughout New England, the United States and around the world.

We are dedicated to providing exceptional personal client service.  Our team has access to cutting-edge technology solutions to facilitate tax preparation, research, paperless transmission and storage of your documents as well as secure internet portal solutions.

Our tax team engages in active education programs locally and nationally to stay current on complex tax laws for both federal and state filings.  We apply that knowledge to your unique situation taking a customized “one size fits one” approach to your taxes.

Sound tax planning is integral to any tax strategy.  Through the planning process, we are able to help mitigate, defer or even eliminate your taxes by identifying opportunities for all tax deductions and credits available.  Planning can also reduce the risk of penalties by setting a course for timely payment of taxes and meeting all filing deadlines with less stress.  The tax law is complicated, with risks and opportunities around every bend.  We take a “no surprises” approach to planning.

We are available to assist with the following:

  • Yearly projections
  • Maximize deductions
  • Withholding adjustments
  • Utilize credits
  • Estimated tax payments
  • Retirement plan solutions
  • Multi-state issues
  • Capital gains and losses
There is no substitute for the professional preparation of your taxes.  Even the simplest of returns can be confusing with all of the deductions and credits available in the federal tax code.  State tax law can be equally confusing especially if you work or own a business that operates in multiple states. Our goal is to help you file timely and accurate returns taking full advantage of all tax saving possibilities.  We invest in our systems and people to ensure your experience is professional and personal.

We can assist in the preparation of the following:

  • Corporate Entities
  • Partnerships
  • Subchapter S Corporations
  • Limited Liability Companies
  • Personal Income Estates
  • Trusts
  • Gift taxes

 

We have decades of experience helping clients deal with Federal and State tax resolutions.  Taxes come in all shapes and sizes from Federal, State and Local income tax, to sales and payroll taxes to estate and trust taxes.  If you receive a notice of any type we will work with you through resolution.  We also work with many local and national tax attorneys should your matter go to appeal or even tax court.

We are able to assist with the following:

  • Federal and State tax audit representation
  • Unfiled returns
  • Installment agreements
  • Sales and use tax assessments
  • Offers in compromise
  • Penalty abatement
From business formation to business succession, we are here to provide support all along the way.

Our talented teams of tax and business support professionals provide a wide range of services and consulting designed to quickly get your business up and running and keep it that way.  We maintain strong relationships with the legal and banking community as well as insurance and payroll professionals to assist in all of your needs.  We offer “turn-key” solutions for the following:

At DiSanto Priest we take a holistic integrated approach to the entire planning process.  Estate planning is integrated with business succession planning, retirement planning, family planning, tax planning and wealth management and preservation.

By combining the talents of our tax team, our consulting team, our associates at Bentley Wealth Advisors, LLC and local estate and family law attorneys, we provide you with guidance through the entire process.

Each plan is unique and designed to mitigate taxes where applicable and most importantly ensure the orderly transfer and protection of your wealth to your heirs.  Left unattended, your Estate could be subject to public probate, unintended taxes, large professional fees and uncertainty about your intentions.

Topics for discussion include:

If you own a business, retirement isn’t simply a matter of deciding not to go into the office anymore.  For many people, their business represents a large portion of their wealth and the asset least likely planned for transition.

Succession planning should be a priority for any business, especially a family business. More than seventy percent of family-owned businesses fail to survive the transition to the second generation.   Developing and implementing a well-designed succession plan is essential to the survival of a family business from one generation to the next or successfully selling your business for its maximum value.

We are able to assist with the following:

The content on this web page supports DiSanto, Priest & Co., marketing of professional services, and is not written tax advice directed at the particular facts and circumstances of any person. If you are interested in the subject of this webpage we encourage you to contact us to discuss the potential application to your particular situation. Nothing herein shall be construed as imposing a limitation on any person from disclosing the tax treatment or tax structure of any matter addressed herein. To the extent this document may be considered to contain written tax advice, any written advice contained in, forwarded with, or attached to this document is not intended to be used, and cannot be used, by any person for the purpose of avoiding penalties that may be imposed under the Internal Revenue Code.

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