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 experience in and understanding of the underlying tax theory allows us to apply that knowledge to produce the best results allowable for our clients. We are your advocates. We work with businesses of all entity types with a wide range of challenges such as consolidations, international transactions, etc.

Our tax professionals work with individuals who have anywhere from simple returns to multi-state, intricate investments and foreign activities. We work with businesses of all entity types with a wide range of challenges, such as consolidations, international transactions, related party transactions, and those that are ramping up as well as 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.

We have experience in:

  • Tax preparation and strategic planning
  • 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

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Penny Millar, CPA

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Karen Carlozzi, CPA

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