Donald Benson Cpa

At Don Benson CPA, we are a group of professionals with over five decades of combined expertise, dedicated to providing world-class financial services to individuals, businesses, and non-profits nationwide. Our team of experts is committed to delivering unparalleled service, using a common sense approach to help our clients achieve their financial goals.

Our Mission

Our mission is to deliver exceptional financial services that enhance information and improve decision-making while maintaining a proactive and common sense approach to our clients' needs. We strive to understand our clients' unique financial circumstances and goals, and work closely with them to develop customized solutions that meet their specific needs.

Our Services

We offer a wide range of services, including:

• Accounting: Financial statement preparation, bookkeeping, and write-up services, as well as forecasts, projections, and budgeting.
• Business Advisory & Consulting: Business formation, QuickBooks setup and consulting, internal control design and implementation.
• Tax Preparation & Planning: Individual and business tax preparation, payroll and sales tax preparation, tax planning, and "what if" scenario analysis.
• Wealth Planning: Custom financial planning, asset allocation consulting, business succession planning.
• Estate Planning: Estate and gift tax preparation and planning, transfer of the deceased spousal unused exclusion, fiduciary tax preparation and planning.

Our Team

Our team consists of experienced professionals, including Don Benson, CPA/CFP, who has over 30 years of public accounting experience, and Rick Dickson, Manager, who has spent the majority of his career in controllership positions in the convenience store and fuel oil industries.

History

Don Benson founded Don Benson CPA in 2001, with the goal of providing personalized, high-quality financial services to individuals, families, and businesses. With offices in Oneonta, New York, and Cocoa Beach, Florida, we are committed to serving clients nationwide.

What We've Achieved

We have achieved numerous successes for our clients, including:

• Transfer of deceased spousal unused exclusion to the surviving spouse through the filing of an estate tax return.
• Facilitation of corporate asset sale to a foreign multi-national firm.
• Structuring of installment real estate sales to secure the most favorable tax treatment of the long-term gain.

Conclusion

At Don Benson CPA, we are dedicated to providing exceptional financial services, using a common sense approach to help our clients achieve their financial goals. With over 50 years of combined expertise, we are confident in our ability to deliver world-class services to individuals, businesses, and non-profits nationwide.