Business Details
50+ Years
experience
Trusted Accounting & Advisory Services in Louisville
At DMLO CPAs, we collaborate with visionary clients to create a better future for their organizations and communities. Founded in 1975, we are one of the largest locally owned accounting firms in our region, offering assurance, tax, business valuation, and advisory services tailored to industries like construction, healthcare, and not-for-profit. Our team of experienced CPAs, including specialists with decades of expertise, prioritizes direct client relationships, leveraging advanced systems to deliver efficient, accurate solutions. As a member of BKR International, we combine global resources with personalized service, ensuring clients receive strategic insights aligned with their long-term goals.Our commitment to workplace excellence and community impact has earned recognition as a top employer and philanthropic leader. We focus on understanding each clients unique needs, providing proactive tax planning, audit support, and financial guidance that drives sustainable growth. With offices in Louisville, KY, and Southern Indiana, we serve businesses and individuals seeking trusted advisory partnerships. Our client-centric approach, third-party satisfaction surveys, and industry-specific knowledge differentiate us in delivering measurable value beyond traditional accounting services.
Services
Assurance Services
Business Valuations
Tax Planning
Client Accounting
Payroll Services
Wealth Planning
Forensic Accounting
Peer Reviews
Estate Tax Planning
Construction Industry Audits
Details
- Year established: 1975
Highlights and features
- We offer over 45 years of experience in accounting and advisory services since 1975.
- Our team includes CPAs with specialized expertise in tax, audit, and business valuations.
- We maintain a client satisfaction rate exceeding industry averages through third-party surveys.
- Our membership in BKR International provides global resources while maintaining local service.
- We prioritize direct collaboration with senior staff for all client engagements.
Associations and certifications
- Peer Review Powered by Current360
What people say
Exceeded expectations in all areas
Responsive and available CPAs
Adds value to our business
Timely and helpful with decisions
Deep understanding of our business plan
Services
Assurance Services
DMLO's assurance services provide comprehensive audits, reviews, and regulatory compliance support. Our experienced CPAs directly handle engagements, ensuring accurate financial reporting and adherence to standards. Clients benefit from tailored solutions that enhance transparency and decision-making for businesses of all sizes.
Business Valuations
Our certified valuation specialists determine business worth for sales, shareholder buyouts, or estate planning. We analyze market position, management strength, and industry trends to deliver defensible valuations. Services support mergers, ESOPs, and litigation matters with expert testimony when needed.
Tax Services
DMLO offers year-round tax planning and compliance for individuals and businesses. Our team navigates complex regulations to minimize liabilities while ensuring multi-state and international compliance. Services include entity structuring, wealth transfer planning, and audit resolution for optimal tax outcomes.
Client Accounting Services
We manage full accounting functions including payroll, financial reporting, and tax compliance. Our cloud-based systems provide real-time dashboards and secure access to financial data. Clients gain cost-effective expertise while focusing on core business operations without administrative burdens.
Payroll Services
EPayroll by DMLO handles payroll processing, tax filings, and compliance for businesses of all sizes. Features include direct deposit, pay cards, and timekeeping integration. Our experts ensure accurate, timely payments while mitigating tax penalties through automated regulatory compliance.
People
Chris Ward
President
With over 25 years in public accounting, Chris leads DMLO's strategic direction while maintaining active client relationships. He specializes in audit services for construction and real estate clients, ensuring technical excellence and community-focused growth.
Christine Koenig
Director
Christine oversees assurance services and peer review engagements. Her expertise in regulatory compliance and financial reporting spans credit unions and employee benefit plans, combining technical precision with client education to deliver actionable insights.
Steve Custer
Director
As a CPA and attorney, Steve specializes in complex tax planning for high-net-worth individuals and businesses. He integrates legal and financial strategies for estate tax reduction, business succession, and multi-generational wealth transfer solutions.
Lisa Newbanks
Director
Lisa leads not-for-profit audit engagements, leveraging 20+ years of experience with specialized knowledge of grant compliance and fund accounting. She serves as a trusted advisor for private foundations and charitable organizations nationwide.
Nick Porter
Director
Nick specializes in business valuations and litigation support, providing expert testimony in commercial disputes. His credentials include ABV and CFF certifications, ensuring defensible analyses for mergers, shareholder buyouts, and legal proceedings.
Questions
What accounting services does DMLO offer?
We provide assurance, tax planning, business valuations, payroll processing, and outsourced accounting services tailored to industries like construction, healthcare, and not-for-profit organizations.
How does DMLO ensure audit quality?
Our audits are conducted directly by experienced CPAs rather than junior staff, using efficient systems that maintain accuracy while remaining competitively priced for clients.
Do you serve clients outside Louisville?
Yes, we serve clients nationwide through virtual collaboration tools while maintaining physical offices in Louisville, KY, and Southern Indiana.
What tax planning resources are available?
Our team includes specialists in international tax compliance, estate planning, and business entity structuring to optimize tax positions year-round, not just during filing season.
How do you handle payroll compliance?
EPayroll by DMLO automates tax filings and regulatory updates, ensuring adherence to federal, state, and local requirements while providing direct deposit and timekeeping integration.
What makes DMLO different from other firms?
We combine hands-on director-level service with global resources through BKR International, prioritizing community impact and client education alongside technical excellence.
