Individuals

We offer tax return preparation services for individuals, estates and trusts for federal, state and local jurisdictions from all 50 states.  We constantly stay up on new tax developments and look at its applicability to our clients.  We like being proactive rather than reactive.  Traditional tax planning and compliance services provided by DTV include:

 





Tax Planning:

Our approach to planning involves looking at the complete financial picture and coming up with strategies to minimize or defer income taxes. We stay up with ongoing tax developments and tax laws and discuss implications with our clients throughout the year. We are proactive!

 




Tax Preparation:

We prepare federal income tax returns including all states. Our traditional tax compliance services include the following:


  • Individuals
  • Corporations
  • -Corporations
  • Partnerships
  • Estates
  • Trusts
  • Not-for-profit entities

 




Estate Planning Including Estate and Trust Tax Preparation:

We can help you define your estate planning goals, organize and create your estate planning team if you need one and evaluate and recommend estate planning options. Protecting your assets you have spent a lifetime to accumulate and its longevity is critical to the success of an estate plan. We recognize the importance of this in all our planning recommendations and are very involved with the legal team to be sure that all documents are aligned with the plan and the clients desires.

 




Investment Accounting:

We provide accounting services for all your investments including but not limited to basis and gain reporting. We also work closely with the wealth management team to assist them in providing various reporting as needed to ensure that the tax implications are properly determined.

 




Financial Planning & Investment Review:

Building and preserving your personal wealth requires specialized attention. You get one-on-one guidance and a comprehensive financial plan that helps manage risk, improve performance, and ensure the growth and longevity of your wealth. We also provide reviews of your current investments and financial plan to ensure its set up to perform to your expectations and the proper amount of diversification and risk tolerance.

 




Retirement Planning:

We help clients save enough for a comfortable retirement by identifying their retirement needs, analyzing their assets and sources of retirement income, reviewing estimated shortfalls, and identifying the best ways to save for retirement given their financial situation and risk tolerance. Our team of CPA's are knowledgeable in this area to help design a thorough retirement plan to meet your goals and discuss tax implications now and in the future as you move into different phases of your financial life.



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