Santos & Santos PC. Certified Public Accountants & Business Consultants

02/07/2024

You already deal with enough daily stress, let us take care of your taxes for you. You deserve it! Contact us at (508) 999-6403 to set up a consultation today!

02/06/2024

Many new business owners could be unaware of deductions for business expenses that are available to them, such as costs that are considered ordinary and necessary for the business. We want to ensure you get the best return possible! Contact us at (508) 999-6403 for a consultation.

Americans who became self-employed or started a business in 2022 should hire an accountant to do their taxes.

02/05/2024

When the trustor passes away, the trustee’s job is to carry out the trust estate in accordance with the trust. This means taking care of the nitty-gritty details, such as paying medical expenses, contacting beneficiaries, covering funeral costs, and allocating assets. Have questions? Contact us today at (508) 999-6403.

02/02/2024

When passing down assets, there are important tax implications to consider before gifting someone your estate. There are many differences that can affect your finances when gifting estates versus traditional estate inheritance. We want you to be informed on it all when you make your final decision about which path is right for you and your family!

As you ponder the legacy you will leave behind, the question of whether to start gifting your estate may arise. Beyond the sentimental value of passing down assets, there are significant tax implications to consider. In this exploration of estate planning, we'll delve into the tax benefits and drawb...

01/31/2024

Hiring a bookkeeper can help alleviate unnecessary mental overload, anxiety, and stress. It allows for a separation in your business so that you don’t have to worry about doing everything yourself. It also avoids errors while doing your own taxes, overpayments and underpayments, and avoiding issues with the IRS. It provides you with a partner to lean on when it comes to your books. Let us be that for you. Give us a call today at (508) 999-6403.

01/30/2024

Did you know? A lot of different services fall under the personal finance category! Here are just a few common examples of personal financial services that are offered. Financial planning can be confusing but don't worry, we're here to help. Contact us today at (508) 999-6403!

01/29/2024

01/29/2024

Do you or your business frequently transport machinery, equipment, products, or other property transported over land? If so, you may be interested in checking out Inland Marine Insurance. To learn more, check out the article below!

01/26/2024

It can be a difficult and confusing process to file your Foreign Bank and Financial Accounts Report (FBAR) accurately. Navigating the everchanging regulations can leave a U.S. taxpayer feeling overwhelmed – making your job less than stress free. Letting your accountant – like us – file your FBAR not only ensures that it is completed properly, but also is a convenient and strategic move on your part!

Filing your Foreign Bank and Financial Accounts Report (FBAR) can be a maze of regulations, requirements, and potential pitfalls. As a U.S. taxpayer with foreign financial interests, the intricacies of FBAR filing may leave you feeling overwhelmed. In this guide, we'll explore why entrusting this ta...

01/24/2024

Having a strong business plan is the foundation to success, and we're here to help you build yours. Take advantage of our business consulting services today and schedule a call with us at (508) 999-6403!

01/23/2024

Tax season is here, and the filing deadline is April 15, 2024. If, for any reason, you need to file an extension, October 15, 2024, is another date to remember. Don’t wait till the last minute! Give us a call today at (508) 999-6403.

01/22/2024

When creating a monthly budget, one of the most important steps you need to take is categorizing your spending into categories of "wants" versus "needs." This step can be challenging for most people as determining what is a need vs a want varies from person to person. Sometimes it's possible to miscategorize a want as a need if you've become accustomed to it already. Below are some general examples of what constitues a "want" versus a "need." If you're looking for more help with setting up your budget, don't hesitate to call us at (508) 999-6403 today!