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

TRUSTS PLANNING

PROTECTING ASSETS IN ACCORDANCE WITH YOUR WISHES

Tax Prep

GUIDING YOU THROUGH THE COMPLEX TAX ENVIRONMENT

PERSONAL TAX PLANNING

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

CONSULTATION

INFORMED AND IMAGINATIVE THINKING – GUIDED BY ATTENTION TO YOUR GOALS

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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