DTV offers tax preparation services for entities. In addition we meet with clients periodically to consult with them on the financial health of their business and assist them in planning for various goals such as a merger, acquisition, adding a new division, designing executive compensation and many other ongoing business situations. Industries We Serve:
Our consulting professionals have deep experience accounting and finance departments which allows us to assist in wide variety of business operational decisions. We take pride in being good planners. We meet with clients periodically to consult with them on the financial health of their business and assist them in planning for various goals such as a merger, acquisition, adding a new division, designing executive compensation and many other ongoing business decisions. Furthermore, we believe in the value of creating and monitoring a plan - financial, business, strategic, succession etc. Our consulting services are geared towards understanding the needs of the client and helping them formulate a plan and set accountability goals to achieve them.
Developing and implementing a well designed succession plan is essential to the survival of a business from one generation to next especially if it’s a family business. We help you with key issues to have little disruption and minimizing the tax bite. Succession plan of any business is crucial to its longevity and recognizing that and working towards this every year ensures that your business continues its success for the next generation
In addition to federal and state tax return compliance, we go beyond and proactively recommend tax saving strategies to maximize your after-tax income.Our traditional tax planning and compliance services include the following:
We offer a central place to assist you in areas of income tax, estate and trust, wealth management and accounting services. We work closely with your family members who may be involved in the business or overall financial management of the family finances. We provide consulting services to assist the whole family in making collective decisions for the business and its direct impact on all the individuals.
We provide businesses with the following services:
Our professionals assist in obtaining necessary documentation, examining and quantifying the damages in relation to a dispute. We review damages report, assist in settlement discussions and attend trail, if needed.
Our experts in this area can assess what accounting system you currently have to determine through a needs assessment if its adequate, assist in maximizing the most out of the system or make recommendations of other accounting systems or potentially industry specific add-ons that can maximize efficiency.
In order to assist in bank financing or management decisions we can provide compiled financial statements per requirements of the American Institute of CPA’s.
Selecting a business structure that best fits your needs by evaluating tax rules, legal exposure, ease of operations, and portability is vital to this selection process. This is a critical area for any business and careful planning is done to ensure this process is done correctly as it ensures the lifelong efficiencies of the business. We work closely with the legal team on the front end to confirm the entity selected will yield the best tax consequences.
Our experienced group can help navigate the intricacies that come with buying and selling a business including valuation services. In addition, valuation services are provided to ensure that both the buyer and seller can have adequate data to make an informed decision. We also provide due diligence support in this area to evaluate the transaction and the target business. We work closely with the legal team and the client to ensure the terms and structure of the deal are fair and equitable and provide for long term success for the client. In addition, we provide ongoing support during the transition phase to help evaluate and maintain accounting systems, implement transition plan and develop a strategic plan relating to the transaction.
We can help design a pension & profit sharing plan that fits your business and personal needs
currently and plan for exit strategies including retirement, death and disability.
Our services in this area include: