Clients of Sansiveri can expect an extensive range of accounting and tax services. Through these services we are able to bridge the gap between your current needs and future goals. We pride ourselves on our team approach, which allows us to serve you, the client, first.
Sansiveri provides a tailor made service approach that satisfies the unique and individual needs of your industry. We understand each client is different. Therefore, we provide innovative solutions due to our expertise in a number of niche markets. Our goal is to support you in focusing on what you do best. Whether it’s market knowledge, ownership structure or business life cycle, Sansiveri has the team of professionals to help.
Sansiveri’s professionals are energetic and responsive individuals who work together to implement our firm’s “client first” philosophy. This allows the team to provide you with a unique and individual service based on your needs. Our team members are not only credentialed in the required fields, but continue to stay up-to-date with current industry trends.
Our training and experience allow us to see the big picture and to offer our clients a complete financial plan that integrates their objectives and goals with federal and state income tax strategies and estate planning needs. Our clients experience a financial peace of mind by participating in an engaging, evergreen, fee-only financial planning process that serves as a foundation for protecting and growing portfolios. Your plan will provide a blueprint for investment management and individualized asset allocation. For more information, please contact Michael A. DeCataldo, CPA/PFS, CFP, MST, at 401-331-0500 ext. 571.
Looking to get your finances in order in the New Year? Take part in Financial Fitness: Money Management for Millennials, a series of workshops that will help you gain the skills you need to set and manage a budget, start investing, and learn how to finance that next big purchase.
SKWealth Podcast – Episode 2 We are please to share SKWealth’s second podcast by Director of Investments, Matthew Neyland, CFA, CAIA. In this episode, they interview Kathleen McQuiggan, a longtime advocate for advancing women in leadership and women and wealth initiatives, and give an update on the financial markets with an emphasis on the…
Our affiliate, SKWealth, is pleased to share their first podcast by Director of Investments, Matthew Neyland, CFA, CAIA. New podcast topics will be shared each month and will be available through a number of listening service options, including: Stitcher iTunes Google Play
The IRS has released new guidance to help taxpayers avoid taxes and penalties for late rollovers of distributions from employer-sponsored retirement plans and individual retirement accounts (IRAs). Ordinarily, such rollovers must be completed within 60 days to be considered valid. The new guidance establishes a process for taxpayers who miss the 60-day rollover window for…