SERVICES WE PROVIDE

---

At DM Tax & Financial Services, we go beyond bookkeeping and tax preparation. We provide tax and financial advise that is needed to help you achieve your goals. As your Tax Accountant, we will help reduce your stress, by helping you understand your numbers. In order to succeed in business, you must know where  your money  is going. We‘ll look for areas to help you maximize your tax refund & minimize your tax liabilities. 

DMTAX is also a Certified Acceptance Agent, authorized to assist individuals and other foreign nationals who do not qualify for a Social Security Number but still need an Individual Taxpayer Identification Number (ITIN).
 

It can be too overwhelming when starting your own business! From choosing the right name to setting up the right business structure, there are a number of things to be taken into consideration. While you can take care of your business, we'll take care of all the legal formalities and ease it a bit for you. We help business owners in Formation & Licensing and provide 24/7 Access To Client Online Account.

We work with Individuals & business owners throughout the year in strategizing & tax planning, maximizing profits and minimizing tax bills. Our Tax experts can help you optimize your tax liabilities. Knowing the right tax structure that suits your business is an important factor that helps in saving big tax bills. Deferral or acceleration of income, bunching of deductions, recognition of capital gains, Capital loss carry forward, asset depreciation, retirement plans, etc., are some of the many tools we use to manage tax liabilities 

Our full service bookkeeping removes the pain point of keeping your financial records up to date.  We post your transactions, reconcile accounts, and help you process meaningful financial reports so that you can effectively manage your business.

We provide a full menu of payroll offerings. From assisting you in implementing do-it-yourself payroll, to letting us handle paycheck processing, payroll tax deposits, and payroll tax reporting, we are ready to help with all your payroll needs.

Sales tax compliance is in constant flux. Make sure you are compliant with a sales tax consultation, preparation or review of sales tax returns, or sales tax audit management. 

We’ll guide you through the investment that works best for your budget, help you analyze retirement and Tax benefit plans. We can help you with setting up SEPs, SIMPLEs, Traditional & Roth IRAs, 401(k), 403(b), medical and dental plans, HSA, MSA, 529 plan, Coverdell ESA plan; etc. 

Apply Today For Your Individual Taxpayer Identification Number. Start Your ITIN process now. We Are a Certified Acceptance Agent to Help non-residents apply for ITIN Application. Providing 24/7 access to client online account.

We are an on demand Notary Network of highly trained signing agents, ready to assist with notary needs across the state.