PRESERVING YOUR GAINS
Every Personal Service plan starts with the proposition that what you’ve already earned should be secured and maximized.
Our approach is to begin with a solid fix on where you want to go, both your short and long-term goals. Providing maximum tax savings, helping with estate planning and trusts; we give you actionable options and insights.
GROWING TOWARD YOUR GOALS
At DPW, we believe that business growth is only valuable when it achieves the personal goals of the business owner.
Our job is to present you with real-world options of different routes to get you where you want to go in the short and long term.
DPW: PEOPLE WHO KNOW THE ENTIRE FINANCIAL PERSON
While every CPA firm can handle your personal or business accounting needs, at DPW we merge both aspects of our clients’ life; knowing that business goals should be integrated with personal goals. We aim your business goals at your personal goal target.
Naturally, this changes the way we work with people. Instead of merely filling out forms, we have to take a longer view, something most CPA firms can’t do. Serving the entire financial person takes a blend of skills unique to DPW.
We can show you how to build a bridge from where you are now to where you want to be. And after all, that’s the point of owning a business.