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Sansiveri, Kimball & Co., LLP - New Bedford

Your Trusted Partner Since 1975

Certified public accountant in New Bedford, MA (show on map)

Comprehensive Tax Planning, Forensic Accounting, and Financial Advisory Services. Certified Public Accountants | Business Advisors.

Call (401) 331-0500
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Sansiveri, Kimball & Co., LLP - New Bedford website

About

Since 1975, Sansiveri has been providing accounting, assurance, forensic, financial planning, valuation, tax, strategic planning, and business counsel to businesses and their management teams throughout Southeastern New England. Our firm offers more than just numbers — we provide insight, strategy, and personalized guidance that helps our clients grow with confidence. W

e specialize in comprehensive wealth management solutions for high net worth individuals and families, focusing on tax efficiency, estate planning, and legacy preservation. Our tax consulting and compliance services help you navigate the complexities of tax regulations, optimize your tax strategy, and minimize liabilities.

50 years of experience
Comprehensive suite of accounting and advisory services
Specialized expertise in high net worth individuals and family groups
Recognition as a Best Places to Work in Rhode Island

Services

Accounting & Assurance

Reliable financial insights, every time. We offer a comprehensive range of accounting and assurance services tailored to meet your specific needs. Our dedicated team is committed to providing you with insightful and reliable solutions that enhance your financial performance. Our services include: Audits, Reviews, Compilations, Attestation engagements, Internal control analysis and recommendations, Cost containment and control, Employee benefit plan audits, Advice and consultation, Merger and acquisition due diligence and analysis.

Audits Reviews Compilations Attestation engagements Internal control analysis Cost containment Employee benefit plan audits Consulting Merger & acquisition due diligence

Client Accounting Services

Efficient finances, informed decisions. At Sansiveri, Kimball & Co., we offer comprehensive Client Accounting Services designed to give your business the structure and expertise it needs. Our team provides solutions that include accurate general ledger detail and financial reporting, QuickBooks consulting, and more to help streamline your accounting functions.

Outsourced CFO / Controller Services General Ledger Maintenance Workflow Efficiency Services Monthly Financial Reporting Accounting Process Training and Consulting Sales and Use Tax Consulting QuickBooks Consulting

Business Strategy

We partner with you to develop and implement effective business strategies that align with your goals and navigate the complexities of your industry.

Strategic Planning Market Analysis Operational Efficiency Growth Initiatives

Business Valuation

Our experienced professionals provide accurate and comprehensive business valuations, essential for mergers, acquisitions, and strategic planning.

Financial Modeling Market Analysis Asset Valuation Discounted Cash Flow Analysis

Employee Benefit Plan Audits

Our team of employee benefit plan specialists serve as auditors and advisors to plan administrators and trustees of these plans to ensure compliance with laws, regulations and efficient plan operation.

Compliance Review Plan Documentation Financial Reporting Risk Assessment

Financial Planning & Investment Management

Our financial planning services provide a roadmap for achieving your personal and business financial goals, ensuring your assets are managed wisely.

Goal Setting Asset Allocation Risk Management Retirement Planning

Credentials & Certifications

CPA
Since 1975
CFE
Since 2000
ABV
Since 2010
CFF
Since 2012
CVA
Since 2014
MAFF
Since 2016
CIT
Since 2018
CCIFP
Since 2019

Frequently Asked Questions

What industries does Sansiveri serve? +

Sansiveri serves a wide range of industries including Construction + Real Estate, Healthcare, Manufacturing, Distribution & Retail, Nonprofit, and Professional Services.

How long has Sansiveri been in business? +

Sansiveri has been in business for 50 years, established in 1975.

What is Sansiveri’s tagline? +

Sansiveri’s tagline is “Your Trusted Partner Since 1975”.

What are the key services offered by Sansiveri? +

Sansiveri offers Accounting & Assurance, Client Accounting Services, Business Strategy, Business Valuation, Employee Benefit Plan Audits, Financial Planning & Investment Management, Forensic Services, High Net Worth Individuals & Family Groups, and Tax Consulting & Compliance.

Who is the Managing Partner of Sansiveri? +

The Managing Partner of Sansiveri is Jason M. DaPonte, CPA, CIT, CCIFP.

What is Sansiveri’s founding year? +

Sansiveri was founded in 1975.

Contact Sansiveri, Kimball & Co., LLP - New Bedford

Sansiveri, Kimball & Co., LLP - New Bedford
Website
sansiveri.com
Category
Certified public accountant
Wheelchair Accessible
Call (401) 331-0500

Opening Hours

Sunday
Closed
Monday
8:30 am–5 pm
Tuesday
8:30 am–5 pm
Wednesday
8:30 am–5 pm
Thursday
8:30 am–5 pm
Friday
8:30 am–5 pm
Saturday
Closed

Location

Location of Sansiveri, Kimball & Co., LLP - New Bedford, 128 Union St #105, New Bedford, MA 02740 · View on Google Maps

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Get in Touch

Ready to work with Sansiveri, Kimball & Co., LLP - New Bedford?

Reach out today to schedule a consultation.

(401) 331-0500

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