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.
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Michael A. DeCataldo is a partner at Sansiveri, Kimball & Co., LLP (Sansiveri) and the managing member of SK Wealth Management, L.L.C., the firm’s fee-only financial planning arm. Since 1983, he has been advising Sansiveri clients in the areas of tax, accounting and financial planning. Michael specializes in advising high net-worth individuals and owners of closely held corporations in the areas of retirement, estate, gift, financial and business-succession planning. Michael provides detailed analysis of the current tax environment and uses this knowledge to provide his clients with maximum opportunities for minimizing their tax liabilities. He also works closely with clients to address compliance issues involving the Internal Revenue Service.
As the managing member of SK Wealth Management, Michael provides comprehensive financial planning and investment advisory services. He works with clients to establish a financial blueprint to address their goals, incorporating their individual tax, estate and retirement planning objectives. He stresses proper asset allocations and the construction of a balanced, well-diversified portfolio, tailored to clients’ specific needs.