Business Details
Trusted Certified Public Accountants in Bucks County & Philadelphia
At DeSantis & Company, we provide professional accounting and tax services tailored to individuals and businesses in Bucks County and Philadelphia. Our team of certified public accountants delivers solutions that help clients focus on growing their businesses while saving tax dollars. With decades of experience in tax planning and business advisory, we offer state-of-the-art strategies at an affordable monthly cost. Our expertise spans individual and corporate tax preparation, financial statement reviews, and long-term tax planning. We utilize QuickBooks and other proven procedures to ensure accurate financial reporting and compliance.As a Bucks County-based firm, we combine local roots with national-level expertise from our work with Fortune 500 companies. Our services extend beyond tax season to include payroll support, cash flow management, and business advisory guidance. We pride ourselves on providing clarity and confidence in financial decision-making through personalized support. Our commitment to accuracy, compliance, and proactive planning has made us a trusted partner for small and medium-sized businesses. We offer free consultations to help clients resolve tax and business issues efficiently.
Services
Tax Preparation
Small Business Accounting
CPA Tax Planning
Business Advisory Services
Financial Statements
Highlights and features
- We help clients make money and keep it through strategic tax planning
- Offer state-of-the-art tax planning and business advisory services
- Take financial issues off clients' hands with personalized support
- Combine decades of experience with local market expertise
- Provide accurate financial reporting and compliance solutions
Services
Tax Preparation
We provide accurate individual and corporate tax preparation services ensuring compliance with IRS regulations. Our CPAs handle complex filings for businesses and individuals while maximizing deductions. Services include quarterly tax estimates, multi-state filings, and audit support.
Small Business Accounting
Our QuickBooks-based accounting services maintain accurate financial records for small businesses. We perform reconciliations, adjusting entries, and financial reporting to support informed decision-making. Services include payroll processing and cash flow management solutions.
CPA Tax Planning
We develop customized tax planning strategies to minimize liabilities for individuals and businesses. Services include entity selection, asset acquisition planning, and retirement strategy optimization. Our CPAs identify tax credits and deductions specific to each client's situation.
Business Advisory Services
We provide strategic guidance on business structure, financial planning, and growth strategies. Our advisory services include S-Corp conversion analysis, reasonable compensation determinations, and long-term financial planning for business owners.
Financial Statements
We prepare accurate financial statements including balance sheets, income statements, and cash flow statements. Our services support business planning, loan applications, and investor reporting. We also provide forecasts and projections for future planning.
People
Michael J. DeSantis
CPA
Certified Public Accountant with expertise in tax planning. Former Tax Director at Sun Company, Inc. and partner at Deloitte serving Fortune 500 companies. Specializes in business tax strategies and financial planning.
LynnAnn DeSantis
CPA
Certified Public Accountant with advanced education in taxation. Focuses on individual tax planning and compliance. Holds a Master's degree in Taxation from the University of New Haven. Specializes in maximizing tax savings for clients.
Maria DeSantis
Accountant
Experienced accountant with a business administration background. Supports clients with financial reporting and tax preparation. Provides practical solutions for small business accounting needs and compliance requirements.
Questions
What accounting services do you offer for small businesses?
We provide QuickBooks setup and maintenance, financial statement preparation, payroll processing, cash flow management, and business advisory services tailored to small businesses in Bucks County and Philadelphia.
Do you handle both individual and corporate tax returns?
Yes, we prepare individual tax returns for residents and corporate tax returns for businesses of all sizes. Our services include multi-state filings, S-Corporation reporting, and audit support.
What areas do you serve?
We serve clients throughout Bucks County, Philadelphia, and surrounding areas including Doylestown, Newtown, Yardley, and Langhorne. Virtual services are available for clients outside our immediate service area.
Can you help with year-round tax planning?
Yes, we provide year-round tax planning services including quarterly tax estimates, entity selection advice, retirement planning strategies, and guidance on tax-saving opportunities throughout the year.
