DiSanto, Priest & Co.

Name

DiSanto, Priest & Co.

Legal name

DiSanto, Priest & Co.

Website

https://disantopriest.com

Company type

Private

Founded year

1960

Operating status

Operating

Headcount range

101–250 employees

Ownership category

akta.pro rank

Headquarters

HQ city

Warwick

HQ country

United Kingdom

HQ region

Europe

Offices4 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Infrastructure, Technology or R&D

Revenue model

1. Accounting & Assurance Services: Audit, review, and compilation services for privately-held businesses. Delivered by certified professionals with industry specialization.
2. Tax Planning & Compliance: Tax preparation, planning, and compliance services for businesses and individuals. Includes international tax, state and local tax, and tax reform advisory.
3. Advisory Services: Business valuation, litigation support, fraud investigation, transaction advisory, and wealth advisory services.
4. Cost Segregation Studies: Engineering-based cost segregation analysis for commercial property owners to maximize tax deductions through accelerated depreciation.

Go-to-market motion1 record

Distribution channels3 records

Marketing channels5 records

Core offering

DiSanto, Priest & Co. is a full-service CPA firm providing accounting and assurance, tax planning and compliance, and business advisory services to privately held businesses and individuals. The firm specializes in seven industry verticals (commercial fishing, manufacturing/retail, precious metals, professional services, real estate/construction, renewable energy, and technology) and supports clients with complementary offerings in business valuation, litigation support, cost segregation studies, fraud and forensic investigations, international tax, and EB-5 investor services. Services are delivered through partner-led engagements backed by nearly 100 professionals across Rhode Island and Massachusetts offices.

Product overview

DiSanto, Priest & Co. is a full-service CPA firm offering a unified portfolio of professional accounting, tax, and advisory services designed for privately-held businesses and individuals. The core service offerings include Accounting & Assurance, Tax Planning & Compliance, Advisory Services, Business Valuation & Litigation Support, Cost Segregation Studies, Fraud & Forensic Services, and EB-5 Investor Services. The firm complements these services with SafeSend electronic tax document platforms (Tax Organizer and Returns) for client-facing digital tax preparation and delivery workflows. Industry-specific specializations span Commercial Fishing, Manufacturing/Distribution/Retail, Precious Metals, Professional Services, Real Estate/Construction, Renewable Energy, and Technology sectors.

Differentiator

Problem solved

Functional benefit

Products and services

• Accounting & Assurance Services Audit, review, and compilation services for privately-held businesses, delivered by certified professionals with industry specialization across the firm's seven verticals.
• Tax Planning & Compliance Tax preparation, planning, and compliance services for businesses and individuals, including federal, state, local, and international tax matters.
• Advisory Services Business advisory services including management consulting, strategic planning, succession and exit planning, and financial advisory for privately-held businesses and high net worth individuals.
• Business Valuation & Litigation Support Business valuation services for estate and gift tax planning, divorce, buy-sell agreements, succession planning, and M&A; plus litigation support including damages analysis, bankruptcy proceedings, and expert witness testimony.
• Cost Segregation Studies Engineering-based analysis that allocates commercial property into shorter depreciation categories (15-year, 7-year, 5-year) rather than standard 39 or 27.5 year periods, generating accelerated tax deductions and improved cash flow for commercial property owners.
• Fraud, Forensic, & Transaction Advisory Services Fraud investigation, forensic accounting, and transaction advisory services including fraud detection, forensic investigations, damages analysis, and expert witness testimony led by a partner who is CFF- and CFE-credentialed and chairs the AICPA Forensic and Litigation Services Committee.
• EB-5 Investor Services Specialized tax and financial services for EB-5 immigrant investor program participants and regional centers.
• International Tax Services International taxation and advisory services including U.S. international tax compliance, transfer pricing planning and implementation, and cross-border business advisory, directed by a former KPMG international tax leader.
• SafeSend Returns (Electronic Tax Return Delivery) Electronic tax return delivery service via the SafeSend platform that enables clients to securely review, download, and e-sign tax documents and IRS e-file authorization forms, with multi-user signing for joint returns and identity verification.
• SafeSend Tax Organizer Electronic tax organizer platform that digitally sends client organizers and document requests, enabling clients to complete and submit tax preparation materials with document uploads, preparer notes, and collaborative editing.

Quantifiable outcome

• 32.74% revenue growth in 2018, reaching estimated $15 million
• +2 more outcomes

Named customers2 records

Segments4 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration3 records

Feature2 records

Partnerships

Four partnerships are on record, tiered core and minor.

• BKR InternationalcoreStrategic or Co-development PartnerDiSanto, Priest & Co. is a member of BKR International, a global association of independent accounting and advisory firms. This affiliation provides access to international resources and enables the firm to serve clients with global needs.
• Revity Energy, LLCminorStrategic or Co-development PartnerMulti-year agreement where Revity Energy, LLC provides nearly 80 percent of DiSanto, Priest & Co.'s current and ongoing electrical needs from clean solar energy, demonstrating the firm's commitment to sustainability.
• Hope & MainminorOthersDiSanto Priest Charitable Foundation donated $500 to Hope & Main's Nourish Our Neighbors program during COVID-19 pandemic to help feed local families and seniors.
• American Heart AssociationcoreStrategic or Co-development PartnerDiSanto, Priest & Co. partnered with American Heart Association through the Heart of Southern New England Heart Ball campaign, spearheading the goal of raising $400,000 and leading community-wide efforts for heart health.

Scale indicators7 records

Recent moves7 records

Expansion highlights5 records

Direct peers

• BerryDunn: Top-100 U.S. accounting and consulting firm headquartered in New England (Portland, ME) with offices across the Northeast. Comparable in size, regional brand strength, and broad-service CPA/consulting mix serving privately held businesses, and a near-perfect proxy for DiSanto Priest's positioning.
• Aprio: Top-50 U.S. advisory-led CPA firm with strong industry practice structure and tech-forward service delivery. Closely comparable business model mixing accounting, tax, and specialized advisory (valuation, forensic) for privately held clients.
• WithumSmith+Brown: Top-25 U.S. accounting and advisory firm with strong technology-enabled service delivery and East Coast offices. Similar mid-market orientation, industry specialization, and tech-forward CPA practice model.
• PKF O'Connor Davies: Top-30 U.S. accounting and advisory firm with East Coast presence and a well-documented growth-by-acquisition playbook. Closely comparable to DiSanto Priest on regional-to-mid-market positioning and multi-office New England/Mid-Atlantic footprint.
• Baker Newman Noyes (BNN): New England-based full-service CPA firm (headquartered in Portland, ME with MA offices) serving privately held businesses in tax, audit, and advisory. Closely mirrors DiSanto Priest's regional size, industry vertical strategy, and partner-led client model.

Broad incumbents

• RSM US: Top-5 U.S. accounting firm focused specifically on the mid-market — the segment DiSanto Priest targets. Overlapping industry specializations (manufacturing, real estate, professional services) make it the canonical 'consolidator above' on the mid-market ladder.
• Marcum LLP: Top-15 U.S. accounting firm with major East Coast presence serving privately held mid-market clients across tax, audit, advisory, and technology. Direct competitor for advisory-led engagements that scale past a regional player's bench.
• CliftonLarsonAllen (CLA): Top-10 U.S. accounting firm serving privately held mid-market businesses with strong advisory and wealth advisory practices. Direct competitive overlap on industry-specific advisory offerings.
• BDO USA: Top-10 U.S. accounting firm with deep East Coast presence and full mid-market capability stack. The national-tier incumbent that DiSanto Priest competes against on multi-state RFPs but loses on bench depth.
• Plante Moran: Top-15 U.S. accounting and consulting firm known for industry specialization (manufacturing, real estate, healthcare). Comparable vertical playbook and partnership culture, but national scale and broader geographic reach.

Market position

Strengths5 records

Weaknesses4 records

Competitive moat4 records

Key risks4 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/disanto-priest-co
• Xx.com/disantopriest

Revenue estimate

Valuation estimate

Number of profiles

Profiles5 records

Subsidiaries1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about DiSanto, Priest & Co.