Frequently Asked Questions
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Santos & Co. works primarily with closely held businesses and professionals who value clear communication, accurate financial information, and dependable support.
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Yes. Santos & Co. is a virtual-first practice. Most client work and communication is handled remotely using secure digital tools, allowing for efficient collaboration regardless of location.
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In-person meetings may be available on a limited basis for clients located in the greater Orlando area when appropriate. Most engagements are managed remotely.
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Services include accounting, tax, and advisory support. This may involve ongoing accounting and reporting, tax compliance and planning, advisory services, and special projects. Engagements are tailored to each client’s needs and clearly scoped in advance.
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Yes. Certain services may be provided on a one-time or project basis, depending on the nature of the work and client needs. Scope and expectations are discussed and agreed upon before work begins.
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Fees are based on the scope, complexity, and time involved in each engagement. All services are clearly scoped and discussed in advance so expectations are aligned before work begins.
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Yes. Tax services are provided throughout the year and may include compliance, planning, and coordination with accounting activities—not only during filing season.
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No. Santos & Co. focuses on accounting, tax, and advisory services. Legal, HR, and other specialized services are not provided.
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You can get started by using the contact form on the website to share a brief overview of your needs. We’ll review your message and follow up with next steps.