Personal Services


Tax Service

  • Personal Tax Planning
    Planning is the key to successfully and legally reducing your tax liability. We go beyond tax compliance and proactively recommend tax saving strategies to maximize your after-tax income.
  • Personal Income Tax Preparation
    We prepare business, estate, trust, and individual tax returns. More importantly, we provide focused federal and state tax consultation. Tax savings are often the hinge that opens the door of new opportunities.

DeSantis Keifer Shall & Sarcone provides business tax planning, consultation, and prepares business tax returns for clients. Since business taxes can take more than 40% of each taxable income dollar, Uncle Sam is a substantial minority partner in any money decision. We provide timely tax consultation and tax planning services before an important decision is made by our clients.


Financial Planning

You get one-on-one guidance and a comprehensive financial plan that helps manage risk, improve performance, and ensure the growth and longevity of your wealth.


Estate Planning

The hassles and red tape associated with estate planning can be daunting, but you don’t need to do it alone. Our team is waiting to assist you through every step of the process.


Elder Care

With our elder care services, you get the help of a caring, honest and knowledgeable professional. Someone on your team, looking out for your loved one’s best interest.

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