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 list of services that we provide can be found below.
Tax and Accounting Fields of Expertise:
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
Business and Personal Planning
Estate Planning
Insurance Planning (disability, life, investment,
shareholder protection)
Business Structure and Strategy Tips
Wealth Accumulation and Protection
Mergers & Acquisitions
Businesss Valuations