Tax Preparation and Planning

Tax Preparation Santa Rosa

The Internal Revenue Code, once a modest document that affected a few people, has become a highly complex and far reaching document that affects everyone. The trend is not in favor of simplification, as lofty a goal as that may be. DBM is here to help guide you through this maze of laws, regulations and interpretations.

We are experienced in dealing with complex and challenging tax issues that face individuals, businesses, estates and non-profits. Our deep understanding of tax theory allows us to apply that knowledge to produce the best results allowable for our clients. Whether you’re facing a routine filing or a serious tax controversy, we are your advocates.

Our tax professionals work with individuals who have anywhere from simple returns to multi-state, intricate investments and foreign activities. We also support businesses of all entity types with a wide range of challenges, including consolidations, international transactions, related party transactions, and those that are ramping up or winding down. The better we know you and your activities, the more we can help with your current tax situation and planning for the future.

In addition to preparation and planning, we offer tax representation before the IRS and state agencies, helping clients resolve issues such as back taxes, audits, IRS notices, and penalties. We work to protect your rights and negotiate the best possible outcomes.

We have experience in:

  • Tax preparation and strategic planning
  • Tax representation and resolution services
  • Estates and trusts
  • Succession planning
  • Foreign companies and transactions
  • Multi-state tax issues
  • Back taxes and IRS notices

We are your trusted advisors. We are on your side.

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Subject Experts

Dave Dillwood, CPA

Dave Dillwood, CPA

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Tamara Figlar, CPA

Tamara Figlar, CPA

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Lotasha Thomas, CPA, MBA

Lotasha Thomas, CPA, MBA

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Sophorn Pen, CPA

Sophorn Pen, CPA

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Lori Rodrigues, CPA, CFE

Lori Rodrigues, CPA, CFE

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Nate Lamar, CPA

Nate Lamar, CPA

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