Services

Dickson CPAs

The services we provide can be separated into four areas: business services, individual services, trusts and estates, and family office services. Each of these areas combines compliance services such as income tax filings, accounting and bookkeeping services, and assurance services with strategic planning services such as estate planning, succession planning, and corporate reorganizations. By separating our services into these four areas, we can more effectively manage our team and ensure we are delivering the best product to our clients in the most efficient manner. Click on the icons below to discover more.

Business Services

Strategic planning individually customized for each client

  • Tax planning and compliance
  • Acquisition planning
  • Preparing business for sale
  • Succession and planning
  • Bookkeeping Services

Individual Services

Personal tax returns and much more. Learn how we can help you save.

  • Tax planning and compliance
  • Retirement planning
  • Representation before authorities
  • U.S. Tax Services
  • Matrimonial separation

Trusts and Estates

Let us worry about your estate and trusts so you don’t have to.

  • Tax compliance and planning
  • Intergenerational planning
  • Asset protection
  • Probate minimization

Family Office Services

Have peace of mind knowing your finances are being handled by experienced professionals.

  • Cash flow reporting and projection
  • Investment tracking
  • Pay and monitor invoices
  • Creating permanent files