DESIGNATIONS
- Certified Financial Planner TM
- Certified Practitioner of Taxation
- Certified Tax Professionals
- Enrolled Agent
- Insurance Broker
- Real Estate Broker
PROFESSIONAL MEMBERSHIPS
- Financial Planning Association
- Institute of Management Accts.
- National Association of Accts.
- National Society of Tax Profess.
- Weston Chamber of Commerce,
Charter Member
LET US BE YOUR GUIDE...
We take a proactive approach to tax services. Our experts stay current
on changing tax laws and legislation so you don’t have to. We'll identify key
tax- planning opportunities that can minimize both your current and future
tax liabilities and help you put these plans in action throughout the year.
Professional Services
INDIVIDUAL
 | | Estate Life Insurance
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| | Financial & Estate Planning
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| | Financial Statements
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| | Individual Tax Returns
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| | Investment Reviews
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| | IRS Representation
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| | Long Term Health Insurance
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| | Real Estate Tax Analysis
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| | “Secure” Fixed Annuities
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| | Tax Planning & Preparation |
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BUSINESS
| | Business Formations
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| | Business Planning & Preparation
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| | Business/Finance Consulting
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| | Business Tax Returns
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| | Financial Statements
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| | Corporate Tax Returns
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| | Partnership Tax Returns
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| | Litigation Support
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| | Non Profit Organizations
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| | Payroll and Sales Taxes
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| | Recordkeeping/Reports/Bookkeeping |
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Santos Associates, FEDERALLY AUTHORIZED TAX
PRACTITIONERS, can help you with your accounting, tax and
financial planning needs. Call today for an appointment & consultation.
We are not attorneys, we can refer competent council upon request.
FEDERALLY AUTHORIZED TAX PRACTITIONERS
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