OUR SERVICES

The DP Financial & Tax team is committed to building long-term Relationships with clients and helping them reach their full financial potential.  

 

We specialize in risk management, aiming to reduce volatility and maximize profitability.  Let us assist you in achieving your financial goals and dreams!

 

A full list of services that we provide can be found below.

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Business and Personal Planning
Tax and Accounting Fields of Expertise

Estate Planning

Insurance Planning (disability, life, investment,

   shareholder protection)

Business Structure and Strategy Tips

Wealth Accumulation and Protection

Mergers & Acquisitions

Businesss Valuations

Accounting/Bookkeeping

Tax Preparation (Business and Individual)

Financial Statements

Appropriate Tax Shelter Recommendations

Tax Laws and How They Affect You

Business Growth and Succession Strategy

Accounting Software Consulting

QuickBooks ProAdvisor