About

Summer Hours Update: Monday through Friday from 9:00 AM to 4:00 PM during the summer season.

Taxes, Accounting & Business Services

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Daniella P. dos Santos

Founder & Managing Principal

IRS Certified Acceptance Agent | AFSP

Tax Preparer | Bookkeeper | Notary Public

English | Português | Español

Helping Individuals and Businesses Navigate Finance with Confidence

My career in financial services began in 2006, when I entered the banking industry while attending college. What started as an introduction to banking quickly became a lifelong passion for helping people understand their options, make confident decisions, and build stronger financial futures.

Today, I bring nearly two decades of experience across a wide range of financial services, including banking products, personal and business credit, insurance, mortgages, bookkeeping, accounting, tax preparation, and document translation.

Through Dos Santos Agency, I provide personalized guidance designed to meet each client’s unique needs.

Fluent in English, Portuguese, and Spanish, I am proud to serve a diverse community of individuals, families, and business owners, including many Portuguese, Brazilian, and Hispanic clients. For clients who speak English as a second language or have limited English proficiency, I focus on making financial matters clear, accessible, and less overwhelming.

In 2014, I began assisting clients part-time from my home while continuing my career in retail banking. By 2016, I officially opened the Dos Santos Agency office in West Long Branch, New Jersey. In April 2024, after completing a successful property acquisition, I relocated the office to Eatontown, New Jersey, where I continue helping clients pursue financial stability, growth, and peace of mind.

Mission Statement

My mission is to empower individuals, families, and businesses to achieve financial stability and long-term success through trustworthy guidance, personalized service, and clear communication.

I am especially committed to supporting clients who face language barriers by making financial services easier to understand, more accessible, and tailored to their personal and business goals.

Ready to Take the Next Step?

Whether you need help with credit, insurance, taxes, bookkeeping, mortgages, banking solutions, or document translation, Dos Santos Agency is here to guide you with experience, care, and clear communication.