Business Details
22 Years
experience
Your Trusted CPA Partner for Business and Personal Tax Solutions
Sanchez & Santiago is a certified public accounting firm dedicated to providing comprehensive tax, accounting, and business consulting services to small businesses and individuals. With over 45 years of combined experience in audit, tax, and consulting, our team brings deep expertise from Fortune 100 companies to deliver tailored solutions that address complex financial scenarios. We prioritize client confidentiality, personalized service, and transparent fee structures based on assignment complexity. Our partners have served as trusted advisors to over 1,000 clients since 2004, including international businesses operating in the United States. We distinguish ourselves through our commitment to proactive client engagement, offering year-round tax guidance rather than seasonal interactions. Our professionals have held leadership roles at major firms like KPMG, Grant Thornton, and Staples, Inc., and maintain active involvement in community organizations and professional associations.We specialize in streamlining back-office operations for businesses while ensuring compliance with evolving tax regulations. Our services extend beyond traditional accounting to include strategic business consulting, IRS audit representation, and customized financial planning for high-net-worth individuals. Recognized with awards such as the U.S. Hispanic Chamber's Entrepreneur of the Year, we combine technical excellence with a client-centric approach. Our mission remains focused on surpassing client expectations through service quality, professional integrity, and continuous support for business growth.
Services
Tax Planning
Bookkeeping
IRS Audit Representation
Accounting Services
Payroll Processing
Financial Consulting
Tax Preparation
Sales Tax Filing
Details
- Year established: 2004
Highlights and features
- We offer over 45 years of combined experience in audit, tax, and consulting.
- Our team includes former Fortune 100 executives with multinational expertise.
- We provide tailored financial solutions for both businesses and individuals.
- Client confidentiality and transparent fee structures are guaranteed.
- We serve international clients operating in the United States.
Associations and certifications
- Certified Public Accountants
Services
Tax Planning
Our tax planning services help individuals and businesses minimize liabilities through strategic financial decisions. We analyze current situations, project future scenarios, and implement legally compliant strategies that align with long-term goals. Our expertise spans federal, state, and international tax regulations.
Accounting Services
We provide comprehensive accounting solutions including bookkeeping, financial statement preparation, and tax depreciation management. Our services ensure accurate record-keeping and regulatory compliance while offering insights for business decision-making. Monthly reconciliation and reporting maintain financial clarity.
IRS Audit Representation
Professional representation during IRS audits protects clients' interests through expert documentation and communication. We handle all correspondence, negotiate resolutions, and ensure compliance with tax code requirements. Our experience reduces stress and improves outcomes during audit processes.
Business Consulting
Strategic business consulting optimizes operations and improves financial performance. We analyze profitability, recommend process improvements, and provide guidance for business transactions. Our Fortune 100 experience delivers valuable insights for growth-oriented organizations.
Payroll Processing
Comprehensive payroll management ensures accurate employee compensation and tax compliance. We handle payroll setup, tax withholdings, and regulatory filings while maintaining strict confidentiality. Our services reduce administrative burdens for business owners.
People
Carol I. Sanchez
Founder and Partner
Carol I. Sanchez, CPA, has over 35 years of experience in audit, accounting, and international operations. Former executive at Staples, Inc. and Stride Rite International, she specializes in strategic financial consulting and has received multiple industry awards including the U.S. Hispanic Chamber's Entrepreneur of the Year.
Maria I. Santiago
Partner
Maria I. Santiago, CPA, specializes in tax preparation and planning with expertise in nonprofit, construction, and technology sectors. She has worked at KPMG and Grant Thornton, focusing on federal and state tax compliance for corporations and high-net-worth individuals.
Questions
What accounting services do you offer for small businesses?
We provide complete accounting services including bookkeeping, financial reporting, tax depreciation management, and sales tax filing. Our team handles monthly reconciliations and prepares financial statements for tax purposes.
Do you handle IRS audit representation?
Yes, we provide professional IRS audit representation, managing all documentation and communication to ensure compliance while protecting your interests during the audit process.
Can you assist with international business clients?
We support international clients doing business in the US with specialized accounting services, including cross-border tax compliance and financial reporting tailored to multinational operations.
What tax planning services are available for individuals?
Our individual tax planning services include year-round strategy development, deduction optimization, and compliance management to minimize liabilities while maximizing refunds and financial growth opportunities.
How do you handle payroll processing for businesses?
We offer comprehensive payroll services including setup, tax withholdings, and regulatory filings, ensuring accurate employee compensation while maintaining strict confidentiality and compliance standards.
What makes your firm different from other CPAs?
Our combined 45+ years of Fortune 100 experience, personalized service approach, and proactive year-round tax guidance distinguish us from traditional seasonal accounting practices.
