Business Details
Your Trusted Partner for Accounting & Tax Solutions
The Dowell Group is a professional accounting firm dedicated to providing comprehensive financial solutions to businesses, individuals, and nonprofit organizations. With a focus on personalized service, the firm offers expertise in tax planning, audit services, financial reporting, and advisory consulting. Our team of certified professionals prioritizes client relationships, delivering tailored strategies to meet unique financial goals. We emphasize proactive communication and continuous improvement, ensuring clients receive actionable insights beyond standard compliance tasks.With experience in complex regulatory environments, we help clients navigate tax incentives, succession planning, and international financial requirements. Our commitment to excellence extends to trust and estate tax preparation, client accounting services, and specialized solutions for privately held and international companies. By combining technical expertise with a client-centric approach, we aim to be a trusted partner in managing financial success.
Services
Business Tax Services
Individual Tax Planning
Audit Reporting
Trust and Estate Tax
Client Accounting Support
International Tax Compliance
Succession Planning
Nonprofit Tax Services
Highlights and features
- We offer decades of experience in accounting and tax advisory services.
- Our team provides personalized financial strategies tailored to client goals.
- We specialize in complex tax incentives and international compliance.
- We prioritize proactive communication and continuous financial improvement.
- Our firm delivers audit and accounting solutions with minimal operational disruption.
Services
Business Tax Services
We provide comprehensive tax planning and compliance solutions for businesses, including federal and state filings, tax incentive analysis, and audit support. Our services help organizations minimize liabilities while ensuring regulatory adherence. With expertise in complex tax environments, we deliver strategies tailored to business growth and financial objectives.
Trust and Estate Tax
Our firm specializes in trust and estate tax preparation, offering expert guidance on fiduciary income taxes and estate planning. We handle complex compliance requirements for executors and beneficiaries, ensuring accurate reporting and minimizing tax exposure. Our experience spans hundreds of returns annually, providing reliable support for estate management.
Audit Reporting
We conduct audits, reviews, and compilations to meet regulatory and stakeholder requirements. Our approach focuses on continuous improvement, delivering credible financial insights with minimal operational disruption. Services include internal controls assessment and specialized reporting to enhance decision-making for businesses and organizations.
Client Accounting Support
Our scalable accounting solutions manage bookkeeping, financial reporting, and tax compliance for businesses. We provide oversight of in-house teams or act as a full outsourced department, leveraging advanced technology to improve cash flow tracking, budget analysis, and operational efficiency for clients.
International Tax Compliance
We assist foreign-owned U.S. subsidiaries with accounting oversight, audit requirements, and cross-border tax compliance. Our services address federal, state, and international tax exposures, helping multinational clients navigate complex regulatory frameworks while optimizing financial strategies for global operations.
People
Gregory S. Dowell
Managing Partner
Gregory Dowell leads the firm's trust and estate practice, leveraging decades of experience in tax compliance and financial planning. He previously managed trust and estate services at Wilson & McIlvaine, bringing specialized expertise to complex fiduciary matters.
Brian Keslin
Partner
Brian Keslin provides strategic leadership in business tax services, focusing on compliance and advisory solutions for privately held companies. His expertise includes tax incentives and international tax planning for multinational clients.
Joseph A. Liss
Partner
Joseph Liss specializes in audit and financial reporting, guiding clients through regulatory requirements and internal control optimization. He ensures engagements deliver actionable insights aligned with organizational goals.
Jason A. Rothenburger
Partner
Jason Rothenburger focuses on forensic accounting and fraud prevention, utilizing his CFE certification to conduct risk assessments and internal investigations. He supports clients in mitigating financial risks and improving compliance.
James D. Klockow
Partner
James Klockow advises on retirement plan administration and employee benefit audits, ensuring compliance with IRS regulations. His work includes 401(k) plan oversight and fiduciary reporting for corporate clients.
Questions
What accounting services does Dowell Group offer?
We provide audits, tax planning, trust and estate compliance, client accounting support, and international tax services for businesses and individuals.
How does Dowell Group approach tax planning?
We develop lifecycle tax strategies to minimize liabilities, leveraging incentives and credits while aligning with clients' long-term financial goals.
Do you work with international clients?
Yes, we support foreign-owned U.S. subsidiaries with accounting, audit, and tax compliance tailored to cross-border regulatory requirements.
What sets Dowell Group apart from other firms?
Our proactive communication, industry-specific expertise, and focus on continuous financial improvement create lasting client partnerships beyond standard compliance.
How do you handle estate and trust tax preparation?
We specialize in complex fiduciary income tax and estate tax returns, offering strategic planning to minimize exposures and ensure accurate reporting.
