Bookkeeping
Monthly, quarterly or annual bookkeeping, plus general ledger and financial statement preparation.
DBS Tax & Accounting · Business Solutions
It's always "tax time"
Tax issues and strategies deserve attention all year long, not just in April. We help individuals and businesses make better-informed choices that minimize tax liability and maximize compliance.
For individuals & families
Individual tax solutions
We continuously monitor federal and state rules so you receive every tax advantage you're entitled to by law and avoid complications. If you get a letter from the IRS or the state, call us and we'll help you understand it and plan your next steps.
Book a personal tax appointmentServices include, but are not limited to:
- Tax management services
- Tax preparation & planning
- Estate and trust planning and tax preparation
- Cash flow and budgeting analysis
- Debt and financial advising
- Accounting services
- Calculation of personal net worth
- Financial and retirement planning
- Personal financial statements
- Financial aid planning, including FAFSA preparation
For businesses
Business tax solutions
From start-ups to established companies, businesses rely on accurate financial information to stay profitable and spot new opportunities. We help with record-keeping, reporting, cost-containment, tax planning, and employee benefit and profit-sharing plans.
Payroll
Payroll processing, so your team is paid accurately and on time.
Corporate tax
Corporate tax planning and return preparation.
Accounting setup
Accounting system setup and ongoing support.
Planning & consulting
Business planning and consulting, cash flow budgeting and forecasting.
Benefit plans
Employee benefit and profit-sharing plans, coordinated with DBS Insures.
New businesses
Starting a new business
Getting the basics right on day one saves money and headaches later.
Choose a business structure
The legal structure of your business can affect everything from your taxes to what you're liable for. There's no legal distinction between a sole proprietorship and its owner, while limited liability companies (LLCs) and their owners are separate entities by law, which can provide more personal asset protection.
Get a federal tax ID (EIN)
An employer identification number is necessary for most businesses to file taxes, open bank accounts and handle other essential tasks. Even if you don't have employees, there are benefits to having one, such as opening a business bank account.
Questions
Tax & accounting FAQ
What should I bring to my tax appointment?
Last year's return, your W-2s and 1099s, any notices from the IRS or the state, and records of deductions such as childcare, education or business expenses.
How are fees set?
Your first consultation is no-cost. Preparation and bookkeeping fees depend on the work involved and are quoted up front before any work begins.
Can you help with both my personal and business taxes?
Yes. When you book, choose Personal or Business, or mention both, and we'll plan the appointment accordingly.
I just sold a house. Does that affect my taxes?
It can. Talk with us before filing; if you sold with DBS Real Estate, we can coordinate directly.
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