Business Details
Expert Accounting & Tax Services in West Palm Beach
DiSalvo and Associates PLLC is a family-owned accounting firm with over 50 years of combined professional experience. Our team of certified public accountants and financial experts provides tailored tax planning, business consulting, and QuickBooks advisory services to individuals and businesses. We differentiate ourselves through strategic planning, personalized client relationships, and a deep understanding of diverse industries including real estate, construction, and healthcare. Our managing director brings executive-level business experience from multiple sectors, while our younger team members contribute specialized expertise in financial analysis and technology integration.We maintain affiliations with leading professional organizations including the American Institute of CPAs and operate as certified QuickBooks ProAdvisors. Our commitment to client success is demonstrated through proactive communication, customized service packages, and ongoing support that extends beyond traditional accounting functions.
Services
Tax Planning
Business Consulting
QuickBooks Setup
Corporate Tax Returns
Payroll Services
Financial Forecasts
IRS Representation
Mergers & Acquisitions
Bookkeeping
Business Plans
Highlights and features
- We offer 50+ years of combined accounting and business experience
- Our team includes certified QuickBooks ProAdvisors with technology integration expertise
- We provide strategic business consulting beyond basic accounting functions
- Our managing director brings executive experience from multiple industries
- We maintain active professional affiliations with leading accounting organizations
Associations and certifications
- Certified Public Accountant (CPA)
- American Institute of Certified Public Accountants (AICPA)
- Certified ProAdvisor
What people say
Worth your weight in gold
Best accountants ever
You're a blessing
You must be so busy
Great support and valuable assistance
Services
Tax Planning
Our tax planning services help individuals and businesses optimize their tax positions through strategic timing of deductions, credits, and income recognition. We analyze your complete financial picture to develop customized tax-saving strategies that comply with current regulations while maximizing long-term benefits. Our team stays current with evolving tax laws to ensure your planning remains effective and compliant.
Business Consulting
We provide comprehensive business consulting services covering financial analysis, operational efficiency, and strategic growth planning. Our consultants work closely with clients to develop business plans, improve financial management systems, and navigate complex business decisions. Our industry experience spans real estate, healthcare, and small business sectors, providing valuable cross-industry insights.
QuickBooks Setup
Our QuickBooks ProAdvisors offer complete setup and implementation services for small business accounting systems. We configure software to match your specific business needs, establish proper chart of accounts, and ensure accurate financial tracking from day one. Our services include data migration, system customization, and ongoing support to maintain optimal accounting operations.
Corporate Tax Returns
We prepare accurate and timely corporate tax returns for C-Corporations, S-Corporations, and partnerships. Our services include multi-state tax compliance, tax provision calculations, and entity structure analysis. We focus on identifying industry-specific deductions while maintaining strict compliance with federal and state tax regulations to minimize audit risk.
IRS Representation
Our certified professionals represent clients during IRS audits and tax disputes. We handle all communication with tax authorities, prepare necessary documentation, and advocate for favorable resolutions. Our experience includes negotiating installment agreements, offers in compromise, and penalty abatements while ensuring proper tax compliance moving forward.
People
Patrick J. DiSalvo
Managing Director
Certified Public Accountant with 40+ years of experience in public accounting and executive business roles. Former international firm professional with expertise in real estate development, construction, and healthcare finance. Active community leader serving local charities and healthcare organizations.
Scott P. DiSalvo
Certified Public Accountant
CPA with specialized expertise in real estate finance and capital markets. Former financial analyst with six years in real estate equity and debt sourcing. Florida State University graduate in finance and real estate, and Florida Atlantic University accounting graduate.
Jill DiSalvo
Accounting Manager
MBA holder with eight years in banking and residential lending. Certified Financial Planner coursework completed. Specializes in client relationship management and financial consulting. Recognized for exceptional client service and personalized financial solutions.
Questions
What accounting services do you offer for small businesses?
We provide complete accounting services including tax preparation, financial forecasting, payroll processing, business consulting, and QuickBooks implementation tailored to small business needs.
Are you certified QuickBooks ProAdvisors?
Yes, our team includes certified QuickBooks ProAdvisors who offer setup, training, and ongoing support for QuickBooks software solutions.
How do you help with tax planning?
We develop customized tax strategies by analyzing your financial situation, identifying deductions, and optimizing tax positions while ensuring compliance with current regulations.
What makes your firm different from other accountants?
Our combination of executive business experience, personalized service, and technology expertise provides strategic value beyond traditional accounting services.
Do you offer IRS representation services?
Yes, our certified professionals provide complete IRS representation including audit support, tax dispute resolution, and penalty negotiation services.
