Tax Consulting & Compliance

Navigate tax laws with confidence

In today’s dynamic environment, your long-term sustainability hinges on four key pillars: quality, cost-efficiency, commitment, and compliance. Navigating the complexities of tax regulations can be daunting, but our expert team is here to guide you through every step. We ensure that your tax strategies align with current laws while optimizing your financial position. By focusing on comprehensive tax consulting and compliance services, we empower your business to thrive without the fear of unexpected liabilities. Trust us to safeguard your interests and drive your success.

We take a strategic approach to staying ahead of the constantly evolving federal, state, and local tax laws, regulations, and court rulings that could impact your business. Our team uses this expertise to create tailored tax strategies for all types of organizations, ensuring there are no unexpected surprises along the way. With ongoing communication throughout the year, we provide proactive guidance and help structure transactions effectively. Our goal is simple: to help you manage and minimize your tax liabilities while maintaining compliance and ensuring a strong financial standing.

What we do

Our firm provides a comprehensive suite of tax planning and consulting services designed to support individual and business financial goals. Our services include federal, state, and local tax planning and compliance, estate, gift, and trust tax strategies, business succession consulting, as well as representing clients before IRS and state authorities. 

Services Offered:

  • Federal, state, and local tax planning & compliance
  • Estate, gift, and trust tax planning
  • Family wealth transfer and succession planning
  • Charitable and philanthropic planning & administration
  • Non-profit tax compliance and planning
  • Mergers, acquisitions, and ESOP conversions
  • Business entity selection consulting
  • Multi-state tax compliance

Ron Dean

CPA/MST, Partner & Director of Tax

Ron Dean brings over 15 years of experience in the accounting profession and leads Sansiveri’s Tax Department with a focus on strategy, compliance, and client service. He specializes in serving high net worth individuals, real estate investors, and professional services firms, offering tailored tax solutions that align with clients’ long-term goals. A licensed CPA in Rhode Island, Ron holds both a bachelor’s and master’s degree in taxation from Bryant University. He is actively involved in the profession through committee roles with RISCPA and the Allinial Tax Committee.

 

Your next successful business venture starts now with Sansiveri.

From strategy to execution, we’re here to guide your business with clarity and confidence. Connect with our experts today!