Wealth Planning

To effectively manage financial affairs, you need three things: extensive knowledge, meticulous organization, and constant vigilance. We provide all that and more, thanks to a complete range of consulting and advisory services to help you sort through the complexities of financial planning. We're proactive in serving each client's needs, providing helpful information and access to a wealth of resources on a regular basis. We work with other financial advisors to bring you a complete and comprehensive wealth planning.

Our financial planning services include:

• Budgeting and Cash flow analysis
• Financial Planning to Achieve Specific Goals
• Retirement Planning

Tax Planning

We prefer to take a proactive vs. reactive approach to tax services. By keeping current on new tax laws and legislation, we are in a position to identify key tax planning opportunities that minimize both your current and future tax liabilities. We provide our individual and business clients with the taxation expertise and knowledge that they deserve throughout the year. Tax planning services offered include but are not limited to:

• Stock option planning
• Real Estate Investment planning (including 1031 planning)
• Alternative Minimum Tax (AMT) planning
• Tax credits planning
• Expatriate and nonresident tax planning

At D&A, we view our relationships with our clients as ongoing partnerships, and we pledge to provide you with quality, up-to-date tax return preparation and advice, whatever your tax planning and preparation needs—whether you're a sole-proprietor business or operate a multi-tiered corporation or partnership.

We provide tax preparation services for:

• Tax-exempt organizations (including private foundations)
• Individual returns
• Non-residents and Dual Status returns
• Expatriate returns
• C Corporations
• Sub-chapter S
• Limited Liability Companies
• Partnerships
• Trust and estate returns
• U.S. Subsidiaries of multi-nationals

Audit services for Not-for-profit Organizations

Third parties who rely on your financial statements often require an audit for assurance. Our detailed audits include:

1. Examination of your company's financial statements' adherence to generally accepted auditing standards
2. Examination of internal controls
3. Complete, substantial testing of the information underlying your financial statements
4. Documentation of our opinion as to whether the statements are fairly presented in conformity with generally accepted accounting principles

Our audit practice focuses on Not-for-Profit Organizations. We have limited our audit practice to what we enjoy and have the most expertise in.

Review and Compilation

We provide Review and Compilation services for privately held businesses.

We coach owners of small businesses and start-ups. We assist them in the following areas:

• Choice of business entity
• Review of business plan
• Budgeting, cash flow and cost analysis
• Design and implementation of internal control
• Bookkeeping
• Compensation planning
• Retirement planning
• Income tax planning and compliance
• Due diligence consulting
• SFAS 109 consulting

In addition to providing bookkeeping services, we analyze the numbers with our clients. Our bookkeeping clients can access their financial information 24/7 via the internet. We have bookkeeping expertise in the following industries:

• Private foundations
• Doctor and dental offices
• Real estate partnerships