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DeSanctis & Company, P.A. provides a wide range of services to individuals and businesses in a variety of industries. We strive to meet each client's specific needs in planning for the future and achieving their goals in an ever-changing financial and regulatory environment. Our professional services include:

Financial and Retirement Planning

DeSanctis & Company, P.A.'s goal is to help you reach your financial goals and maintain financial independence through a comfortable retirement. We can guide you through tough decision-making processes such as asset allocation, investment performance monitoring, college education funding, retirement plans, insurance, and tax, estate, and business succession planning. Whether you are developing an investment strategy or evaluating current investments, DeSanctis & Company, P.A. can ensure that your portfolio will take into account tax implications for an advantageous after-tax return. The road to retirement is a long one and we can help you to take the proper steps to reach your goals.

Tax Planning and Return Preparation Services

Corporate, personal, trust and estate service includes either the preparation of federal and local tax returns or their review, if their returns are prepared by the client. HMD works closely with the client and tax council in resolving tax controversies, including representation before the Internal Revenue Service and the Florida Department of Revenue.

A parallel objective in tax services is constructive and creative tax planning. This includes analysis of various aspects of corporate taxation, mergers, acquisitions, tax shelters and public security offerings. The tax planning problems of corporate stockholders, and executives generally, are areas of special HMD expertise. Tax ideas and developments of unusual interest, not ordinarily available to commercial reporting channels, are reported to clients through our Monthly Newsletter and through special tax bulletins covering such subjects as year-end tax planning and a new tax legislation, as it occurs. Treasury Department rulings, congressional hearings and court opinions are constantly reviewed to maintain current tax intelligence and to get the "pulse" of coming events.

The Firm has a background in the international tax area including the structuring of the investments and advising on compliance with applicable filing requirements. We are called upon to advise taxpayers planning to enter into transactions involving foreign investors and entities as to the tax structuring of their overseas entities and operations. The Firm represents nonresident alien individuals and foreign corporations in connection with inbound United States transactions.

Auditing Services

Audits offer the highest level of assurance to third parties, and include in-depth examination and confirmation of account balances, inventories, and selected transactions. We perform audits for you to remove errors, ascertaining the validity and reliability of your information.

Payroll Services

DeSanctis & Company, P.A.'s payroll services can help you reduce the time spent on administration through developing and implementing a computerized payroll system that will facilitate processing, timely payment and preparation of tax returns.

Business Valuation

The range of needs for valuing businesses continues to widen, and DeSanctis & Company, P.A. can provide in-depth analysis to help you identify and analyze the factors that drive the value of your company or one in which you have an interest. Uses for this service include estate planning and compliance, buying and selling businesses, divorce matters, family limited partnerships and ESOPs. There are so many factors that contribute to the perceived value of a business. Our expert help can help you evaluate entities that you have an interest in and guide you towards making business decisions that you feel confident with.

Management Advisory Services

Our Management Advisory Services (MAS) consists of experienced personnel who provid the depth of knowledge necessary to serve clients in a wide range of functional areas such as accounting systems, data processing and financial projections to various industry projects including leisure time, organization and personnel, financial controls and many more. Our purpose in MAS is to assist clients to solve their management problems. The scope of a consulting engagement is determined in large measure by the client and depends partially on the extent of participation by the client's personnel. Power and is to provide it know-how, not manpower.


In-house seminars, presented by our staff, specialists or prominent guest speakers, all offer clients an opportunity to explore the many facets of the complex, ever-changing world of business. Seminars on specific content are held to acquaint officers and personnel of client firms with the new techniques, interpretations and regulations that affect them. It should be noted that the firm conducts regular seminars for both the American and Florida Iinstitute of Certified Public Accountants and to interested industry groups and has made numerous radio and television appearances throughout the community and State of Florida.

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