Who We Serve
Santos & Co. works with closely held businesses and professionals to provide reliable accounting, tax, and advisory support. Our focus is on clear communication, accurate financial information, and practical guidance tailored to each client’s needs.
Services provided by a licensed CPA.
Accounting, Tax, and Advisory Services
-
Ongoing accounting support designed to maintain accurate records and deliver reliable financial information.
Services include:
Monthly bookkeeping and account reconciliations
General ledger maintenance
Financial statement preparation
Cleanup and catch-up work
Coordination with tax preparation and reporting
-
Tax compliance and planning services for individuals and closely held businesses.
Services include:
Individual and business income tax returns
Year-round tax planning and guidance
Estimated tax calculations and payments
IRS and state correspondence support
Entity-level compliance and required filings
-
Practical financial guidance to support informed decision-making and long-term planning.
Services include:
Financial reviews and performance analysis
Cash flow and profitability discussions
Budgeting and forecasting support
Business planning and strategic conversations
Ongoing insight based on financial results
Ready To Get Started?
Schedule a consultation or send us a message to discuss your needs and determine how we can work together.