Personal

Service Teams

Personal

Service Teams

WE HELP PRESERVE THE GAINS YOU’VE MADE

What you’ve earned, in the past year or over a lifetime, must be protected and preserved. We help navigate through tax and regulatory issues involved in maintaining what you’ve acquired. It’s a systematic and forward-looking approach to maintain what you’ve saved.

Working with your attorneys, insurance agents, and financial planners, we give you a complete financial picture from all perspectives. Our consultation team then coordinates our expert service teams to accomplish your goals, keeping you posted every step along the way.

ESTATES PLANNING

SAFEGUARDING YOUR LEGACY AND MINIMIZING YOUR TAX BURDEN

  • Continuously building, managing, and preserving a household’s wealth takes a blend of skills and service capabilities. With years of training and experience, our Estates Planning Team handle every detail of implementing your estate plan.
  • We use multiple financial strategies and planning instruments to provide insight on gifting, ways to protect and transfer assets, safeguard your legacy, and reduce your estate tax burden.

TRUSTS PLANNING

PROTECTING ASSETS IN ACCORDANCE WITH YOUR WISHES

  • You will have peace of mind knowing that your trust administration, oversight, and implementation are properly executed.
  • We coordinate with you and your advisory team to develop a customized solution to reduce administrative burdens and promote the style of communication and practices that encourage healthy relationships between grantors, trustees, and beneficiaries.
  • A trust can be an effective way to manage and protect assets, in accordance with your wishes, during your lifetime and for future generations.

Tax Prep

GUIDING YOU THROUGH THE COMPLEX TAX ENVIRONMENT

  • You can depend on our multidisciplinary team of tax specialists to guide you through the complicated tax environment.
  • We continually work to monitor tax legislation and emerging trends and identify their impact on — and strategies to improve — our clients' tax positions.
  • Our team of experts delivers certainty by closely examining your distinct situation to provide an accurate representation of potential tax savings and uncover opportunities to lower your tax liability.

PERSONAL TAX PLANNING

A BROAD SPECTRUM OF TAX PLANNING SERVICES FROM A STRONG BASE OF EXPERIENCE

  • We do more than simply prepare your tax return. With a full complement of tax-planning and consulting services designed to help you meet your personal financial objectives, our tax-planning specialists work closely with you to develop effective plans for the future.
  • We offer a broad range of individual tax-planning services, from projections of current tax liabilities and cash flow needs, analysis of your investments' tax implications, and personal financial planning to retirement planning and estate planning and gifting strategies

CONSULTATION

INFORMED AND IMAGINATIVE THINKING – GUIDED BY ATTENTION TO YOUR GOALS

  • Careful attention to your goals is essential to developing a personal strategy for you and your household.
  • Then thorough planning is essential to achieving your personal financial goals, whether they involve personal income tax planning, wealth planning, estate, or retirement. We develop a practical, comprehensive plan that reflects your goals, helping you build net worth. It takes imagination and creativity.
  • We’ll use tailored modeling tools and provide in-depth planning to keep you ahead of the curve. Rooted in data and fact, we provide unbiased, actionable guidance and recommendations.
  • We’ll help you focus while providing the direction you need. Our recommendations and tools are both practical and executable, delivering a detailed blueprint.

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.

Get Started

DPW is a full-service CPA firm serving the Pacific Northwest. Whether you’re looking for personal or business services we’ve got a team ready to help. Call 503-362-9152 or email.

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