Business Details
We have operated DAC Advisory Services for over ten years, delivering expert tax and business advisory solutions. Our team holds CPA credentials, an MBA, and extensive experience with national public accounting firms across Colorado and California. We specialize in tax return preparation, strategic tax planning, comprehensive tax consulting, and ongoing accounting oversight. We work closely with both individual clients and businesses to customize strategies that meet their unique financial goals. We stay current with evolving IRS regulations and apply proactive planning to minimize tax liabilities. We develop stepbystep resolutions for complex IRS issues, protecting clients from liens, levies, and penalties.
We conduct regular financial statement reviews, offering actionable recommendations that enhance profitability and growth. We adhere to the highest professional standards as members of AICPA, the California Society of CPAs, and other respected organizations. We maintain transparent pricing, beginning with a $1,000 baseline for personal income tax return preparation. We prioritize building lasting relationships, offering an initial consultation to ensure a strong collaborative fit. We are committed to delivering accurate, compliant results that give our clients confidence and longterm financial security.
We conduct regular financial statement reviews, offering actionable recommendations that enhance profitability and growth. We adhere to the highest professional standards as members of AICPA, the California Society of CPAs, and other respected organizations. We maintain transparent pricing, beginning with a $1,000 baseline for personal income tax return preparation. We prioritize building lasting relationships, offering an initial consultation to ensure a strong collaborative fit. We are committed to delivering accurate, compliant results that give our clients confidence and longterm financial security.
Highlights and features
- We have over ten years of tax advisory experience.
- Our team includes CPAqualified professionals with MBA credentials.
- We are members of AICPA and California Society of CPAs.
- We provide stepbystep IRS resolution plans for clients.
- We offer transparent pricing starting at $1,000 for returns.
Services
Tax Return Preparation
We prepare and file accurate tax returns for individuals and businesses, ensuring all required forms are submitted correctly. Our process includes a thorough review of financial records to identify eligible deductions and credits. Clients receive timely filings, reduced audit risk, and peace of mind knowing their taxes comply with current regulations.
Tax Planning
We develop proactive tax strategies throughout the year to align your financial decisions with evolving IRS rules. By analyzing income, investments, and deductions, we pinpoint opportunities to legally reduce your tax liability. Our clients benefit from predictable tax costs, optimized cash flow, and a longterm financial roadmap.
Tax Consulting
We guide clients facing IRS notices or complex tax issues through clear, stepbystep resolutions. Our expertise negotiates settlements, addresses liens, and protects assets while maintaining compliance. Clients gain confidence knowing a trusted professional is managing their tax challenges efficiently and effectively.
Accounting Oversight
We perform regular reviews of your businesss financial statements to ensure accuracy and compliance. Our oversight identifies inefficiencies, recommends improvements, and supports strategic growth year over year. Clients experience clearer cash flow visibility, informed decisionmaking, sustainable profitability, and reduced financial risk.
