Focus on What’s Next.
DKB’s Tax Services Team is focused on much more than our clients’ compliance needs. Of greater value to our clients is our ability to proactively focus on what’s next. The tax planning and consultation services are the backbones of our tax practice. We put our clients in a position to make informed decisions for their future, and their company’s future.
With an effective tax plan and a well-rounded advisory team, we empower our clients to think about strategies to meet their personal and business financial goals. Through all of our planning it is our goal to minimize your tax liability. Minimizing tax liability is one of the most important financial planning aspects for businesses and individuals each year. By doing so we put more money in your pocket to reinvest in your business, or maybe take that family vacation you have been dreaming about.
Overview of DKB’s Approach to Client Service
We want to learn more about you, your business and your goals for the future. This allows us to make sure we assign a team that has the right industry and service line expertise to best meet your needs.
Assign a Dedicated Tax Team
Each of our clients is assigned a dedicated manager or partner who is their point of contact on a daily basis, or at any time they have a question or a need arises. The team that works under this partner or manager will have a full understanding of your business and/or individual needs. We do not take a generalist approach to how we service our clients. It is our goal for all of our clients to work with a team who understands their unique needs and goals to ensure business and personal goals are met.
Develop and evaluate optimum tax planning strategies
Once we have a full understanding of you, your business, and your goals we develop planning strategies that are unique to you. As tax laws and regulations are constantly changing, tax planning requires careful attention to detail. This attention to detail is something we pride ourselves on as we understand how tax planning can significantly benefit your overall financial position and drive opportunities. We discuss all of our planning strategies with our clients before implementation.
Constant Monitoring of Strategies
As mentioned tax laws and regulations are constantly changing. This means we are constantly monitoring or client’s situation to make sure planning strategies that made sense 6 months ago still make sense today. We proactively reach out to our clients to discuss any changes to their plan and how the changes will benefit them.
Compliance work such as completion of business and personal tax returns falls within our planning process. Without having a comprehensive plan we cannot file a tax return that gives you optimum results. The completion and filing of a business’ or individual’s tax return is an extension of our planning process.
Continuous Consultation Strategy & Analysis – This is why clients work with DKB. Our ability to consult outside of your typical tax services is where we add the most value. Understanding you, your business, and your tax and financial situation puts us in a position to advise in many areas that could significantly impact your future. Such consultation may include succession planning, merger & acquisition assessment, risk assessment, financial planning, corporate restructuring, business plan development and more.
At DKB we pride ourselves on our ability to offer a next level client experience. When you work with us you will be an individual, not just another tax return that has to get out the door. We answer when you call, are happy to meet in-person, we respond to text messages and emails, we adapt our communication tools to meet our clients’ needs, and enjoy seeing our clients outside of office hours. We are people with families and interests, and love getting to know our clients on a personal level. Our clients have direct relationships with our partners and managers, the people who can add the most value. Providing services to our clients is not a job but a passion. A passion to help our clients, and the communities we serve achieve success.