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We know the importance of relationships in serving high net worth individuals and meeting their needs for financial controls, stability and simplicity. We have extensive experience providing business management and tax services to high net worth individuals, their families and family businesses. Our experience and reputation has been established through long-term relationships, building a high level of transparency and trust. Clients receive full reporting of our activities and the financial assets with which we are entrusted. The firm provides concierge-style services designed to deliver financial security to clients through the knowledge that the complex details are in the hands of their trusted advisors. Specialized services offered to our high net worth individuals include:
We Are Committed To Provide The Service That High Net Worth Individuals Expect |
The firm of DiSabatino, CPA understands high net worth individuals.Tax Preparation Services
DiSabatino, CPA offers tax preparation for individuals, businesses, non-profit entities, estates and trusts. Our experience expands beyond California to all US States and multi-State tax returns.
DiSabatino, CPA utilizes a statistical approach to tax preparation. We measure your tax return against the information provided by the IRS to gauge your possibility of an audit, before you file the return. This allows us to discuss alternative approaches reducing your chance of audit.
Call DiSabatino, CPA when you need tax preparation help to minimize your tax burden and reduce your chance of audit!
Bookkeeping Services
Bookkeeping is a necessity for your business. It is the foundation for tax savings, business planning, cash flow and your daily operations.
DiSabatino, CPA does not offer these basic services, but we are now happy to offers a complete bookkeeping package through the local bookkeeping firm, Sharp Bookkeepers. They have QuickBooks Pro Advisors and a staff that is capable of maintaining your business books, compliance tax returns (sales tax, business licenses, workers comp insurance) and payroll.
DiSabatino, CPA will provide tax advice, tax preparation and business consultation for all clients of Sharp Bookkeepers.