Services

At D&C Financial Services we are well versed in supporting individuals wanting to utilize a professional service for tax preparation and planning. We offer a seamless start to finish,  cost effective experience. Our extensive experience lets us go far beyond simply asking about deductions turbotax or most accounts ask.  Many people come to us each year saying that they thought their refund would be higher than that calculated by Turbotax. We typically calculate a higher refund or a lower tax liability than other services since we know how to look for tax deductions that online or other providers did not suggest.

Contact us for a free consultation where we advise on the best strategy to ensure your greatest tax savings.

Click here to view our comprehensive tax organizer that will prepare you for your first step in your tax journey.

We offer the following

• Income tax preparation for individuals

• International tax returns for individuals

• Personalized tax planning

• Help with IRS notices

• Budgets

• Personal financial statements

Whether you are a start-up business, a growing business or a mature corporation, D&C Financial Services has the expertise to help you. Through prompt and timely service, along with an intimate knowledge of the rules and regulations, we can keep you ahead of government deadlines, maintain order in your internal financial systems, and reduce the headaches that come with owning a business.

We can handle it all, from your payroll needs to banking and check writing. If you’re having issues preparing your financial statements, we can tackle them for you. You name it…we can do it!

Our Services include

• Reconcile your bank account

• Accounting General ledger & financial statement preparation

• Bookkeeping (Monthly/Quarterly/Annual)

• Accounting system setup for new businesses

• Computerized payroll services

• Business tax return preparation (Sales & Use/Business Property)

• Personal financial statement setup unique to your businesses needs

• Computerized payroll services

• Provide unlimited consultations

Preparing your own income tax return can be a task that leaves you with more questions than answers. Whether we like it or not, today's tax laws are so complicated that filing a relatively simple return can be confusing. It is just too easy to overlook deductions and credits to which you are entitled. Even if you use a computer software program there's no substitute for the assistance of an experienced tax professional.

Books a Mess? No Problem!

If you own a small business and haven't kept up your bookkeeping, don't worry. We can help you. We'll prepare your bookkeeping for the year, prepare a full Schedule C, as well as your personal income tax return. Then we'll help you set up an easy system that allows you to keep your books in tip-top shape next year.

This office provides many services, including the following

• Individual Tax Preparation

• Business Tax Return Preparation

  • C Corporations - Form 1120

  • S Corporations - Form 1120S

  • Partnerships - Form 1065

• State Income Tax Returns

• Payroll Tax Returns

• Sales Tax Returns

• Gift & Estate Tax Return Preparation

• Out-of-State Returns

We can help simplify the payroll process for you. We assist in all areas of payroll and can provide full-service payroll duties upon request. Your only responsibility is to obtain and provide employee data, such as the hours worked and other related information. Upon receipt of your data, we’ll take it from there.

Managing payroll may not seem like a critical task until something goes wrong.  It can be time-consuming, but, more importantly, it requires a good knowledge of the tax laws and deposit rules.

We offer a wide range of services, which include the following:

• Checks or Direct Deposit for Your Employees

• Payroll Reports
  . C Corporations - Form 1120
  . S Corporations - Form 1120S
  . Partnerships - Form 1065
  . State Income Tax Returns

• Quarterly Tax Forms

• Year-End Tax Forms

• Tax Deposit Services

• W-2s and 1099s

Are you a small to mid-sized company that needs financial leadership such as a part-time CFO? Many smaller or growing companies lack the financial experience and expertise to properly guide a company financially. Instead of hiring a full-time CFO which comes with a high expense we can fill that role. Assignments can vary from a one-time consultation to a few hours per week, to full-time for a short period of time. Financial management is critical for any business, but especially a growing business or one that is in a competitive market and can’t afford a lack of financial acumen.

• Organizing Internal Controls

• Budget development

• Cash flow management

• Strategic and long-range planning

• Financial analysis to help you understand the business better from a financial point of view

• Budget preparation and monitoring

• Forecasting and modeling

• A sounding board to assist in tough business decisions

• Tax saving strategies

• Improve cash flow

• Cash management

• Banking and investor relations

• Financial controls to reduce employee theft and improve profitability

• Product line profitability analysis

Running a business is no easy task. An outside perspective can bring insight to help you improve or define the customer experience, create a vision and strategy to ultimately increase your bottom line.

Our team has years of experience in business consulting for companies of all sizes to address specific needs or provide a 360 business review. Our goal is to provide insight that will affect change to increase productivity, efficiency, and increase revenue.

If you are looking to start a new business we can help create a Strategic Business Plan to utilize as a tool to clarify your company's direction and assist in securing any needed financing.

We offer the following:

• Business planning

• Budgeting and forecasting

• Cash flow analysis and management

• Management and operations review

• Evaluation of internal controls

• Process improvement solutions

• Annual budgeting

• Risk management

• Review your business model and help you increase efficiency.

• Guide you through major financial decisions, such as buying or selling a business.

• Create detailed budgets and offer investment advice.

• Organize your financial books and maximize your cash flow.

• Analyze financial ratios to obtain bank financing.