Services

Tax

Our CPA firm is dedicated to helping business owners significantly reduce taxes and create wealth through proactive tax planning. Our methods are highly effective and save our clients thousands of dollars on taxes each year. We can do the same for you.

Payroll

At DLP CPA services you pay a flat rate so you are never surprised by hidden fees. Our goal, is to provide you with exceptional service and give you the peace of mind you deserve.

Unlike other more expensive payroll companies who hold your tax money for months so they can make a profit on the interest, we enroll your company directly with the appropriate tax agencies so your taxes are paid when they are due. That is, your taxes move directly from your bank to the appropriate tax agency, giving you access to your funds for a longer period of time.

Assurance Services

Assurance Services are defined as independent professional services that improve the quality or context of information for decision-makers.

Businesses use assurance services to increase the transparency, relevance and value of information they disclose to the market and their investors.

Audits

An audit is a process for testing the fairness, accuracy and completeness of information presented in a company’s financial statements.

Reviews

A review involves analytical procedures that provide limited assurance that financial statements are fairly presented. It is a mid-level assessment performed by an independent accountant (not your current CPA).

Compilations

A compilation involves obtaining information from management to prepare a financial statement (without expressing an opinion). A compilation is an internal report on the financial condition of a company.

Wills & Trusts

Estate planning can be divided into two topics: planning prior to death (premortem, or “traditional” estate planning) and post-mortem. Premortem is primarily about planning while post-mortem is more about administration, although both phases can include each. CPAs are needed in both phases of this planning.

A thoughtfully planned and executed estate plan can offer significant tax and financial benefits and assure the orderly disposition of assets from one generation to the next.

We will examine all aspects of your financial portfolio including securities, real estate, life insurance, cash and other assets and create a plan to protect your personal wealth from unnecessary estate taxation.

Bookkeeping

We use QuickBooks accounting to help our clients with these tasks. DLP CPA, PLLC will review and advise on your bookkeeping. We will also assist you in the installation and set up of QuickBooks for your personnel to use. We will monitor your books and make adjustments as needed.

Bank Reconciliations

Bank reconciliation (also called bank statement reconciliation or reconciling the bank statement) is the process of analyzing the information in the general ledger account and bank statement of a business to make sure they are consistent and the details match.

We offer services tailored to the needs of small businesses or professionals that protect their financial health and stability.

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