DiSanto, Priest & Co.

A purpose-built CPA practice for privately held companies, DiSanto, Priest & Co. operates from Warwick, Rhode Island, with a second location in Wakefield and one in Easton, Massachusetts. The firm says its tax preparation, audit and advisory services grow with a client's company, and it presents itself as a full-service financial services firm dedicated to providing clients with financial security.

Tax, audit and advisory for private companies

The firm provides tax planning and compliance, audit and assurance, and advisory services for owner-managed companies. It says it creates custom solutions for each client's tax responsibilities, and it encourages owners to plan ahead rather than react to tax deadlines. The firm describes its relationships as high-trust, with an emphasis on being motivated to do what is right.

Valuation, litigation and forensic work

Specialist services include business valuation and litigation support, plus fraud, forensic and transaction advisory. These are offered to privately held companies alongside the core tax and audit work, and the firm describes them as a way for clients to get advice on deals and disputes from the same team that already knows their accounts.

Sectors the firm works in

Its sector work spans precious metals, commercial fishing, real estate and construction, renewable energy, technology and professional services, plus manufacturing and retail distribution. It says a client needs an adviser who knows its field, and it builds its teams around those sectors so that the advice reflects how each industry actually operates.

Electronic returns and recognition

The firm delivers tax documents electronically through SafeSend Returns, which it describes as a secure way for clients to review and e-sign their returns. Accounting Today's top 100 firms and regional leaders list has included it for ten consecutive years, the firm says. The firm is affiliated with BKR International and supports the DiSanto Priest Charitable Foundation.