5.0
Average rating
9
Client Reviews
What Our Clients Say
5.0
9 Client Reviews
Greg Ξgan
February 12, 2024
Experience working with DG CPAs
Not a client, have personal relationship and very reputable, have many friends using them in socal.
Disclosure:This review reflects the personal experience of the reviewer and does not represent an endorsement by Sam’s List
Clifton Smith, MBA, CPA
March 8, 2024
Experience working with DG CPAs
Working with them. Guido is absolutely phenomenal. I've known him since 2002 and seen him grow from Masters in Business Taxation through all the major players of the industry. He's equal parts competent and kind hearted. He'll spend the extra effort to help YOU understand what's going on (if you want that) and how to optimize your situation. And the craziest thing about him, is that he actually LOVES this stuff and it makes working on Taxes enjoyable on our end.
Disclosure:This review reflects the personal experience of the reviewer and does not represent an endorsement by Sam’s List
Are You Our Ideal Client?
We work best with people & businesses that fall into these categories.
Clients who would be a good fit
UHNW individuals and their closely held entities (S-Corps, LLCs, Sole Proprietorship), Founder/Executive Equity Compensation Planning (Including 10b5-1 Plans), QSBS Planning, Wealth Transfer Planning - Gift, Trust & Estate, Philanthropic Planning, Pre & Post IPO Planning
Clients who wouldNOTbe a good fit
Corporations that require tax provisions
Minimum Financial Requirements
Annual Income
No minimum required
Annual Revenue
No minimum required
Client Specialties
Client Type
Services Offered
Meeting Options
Video meetings
Phone
Client Portal/Online Platform
Email
DG CPAs's Tech Stack
About DG CPAs
Mapped, built, and automated majority of the tax process to have less admin time which means I can take a consultative approach to tax preparation - without charging by the minute like most CPA firms.
We also streamlined for clients by not having 15 page questionnaires that are unapplicable to 99% of situations.
The real tax planning happens at the banks/wirehouses but you need to hit liquid net worth thresholds of $15 million to gain access and most clients do not truly speak with their CPAs because they get charged high fees by the minute.
In addition, there is an accountant shortage and the big CPA firms are feeling the pain forcing tax managers and directors/partners to be overwhelmed and unresponsive.
No hidden fees for "Word Processing," "Telephone/Utilities," and we do not charge you for our internal meals.
We hope to help solve the above pain points with our core value to "Do Good" and provide valuable tax education and guidance.
We also streamlined for clients by not having 15 page questionnaires that are unapplicable to 99% of situations.
The real tax planning happens at the banks/wirehouses but you need to hit liquid net worth thresholds of $15 million to gain access and most clients do not truly speak with their CPAs because they get charged high fees by the minute.
In addition, there is an accountant shortage and the big CPA firms are feeling the pain forcing tax managers and directors/partners to be overwhelmed and unresponsive.
No hidden fees for "Word Processing," "Telephone/Utilities," and we do not charge you for our internal meals.
We hope to help solve the above pain points with our core value to "Do Good" and provide valuable tax education and guidance.
Disclaimer
Sam’s List is a platform that connects users with independent financial professionals, including accountants, bookkeepers, fractional CFOs, and financial advisors. Sam’s List does not provide, endorse, or guarantee any financial, accounting, or investment services. Some professionals on this platform participate in paid programs for additional visibility or leads. Users are responsible for conducting their own due diligence before engaging with any professional. Learn more in ourTerms of Service.
You may be interested in:
2 Client Reviews
"I have found the overall service invaluable to the success of my business. Highly recommend the team at BK60."
4 Client Reviews
"I'm working with whitney and she's been very helpful, fast with responses, detailed and able to resolve any issue I've had"
Flat rate single source accounting, bookkeeping and tax solution for small to medium size businesses.
Find & Connect with Accountants, Fractional CFOs, and Financial Advisors
Company
Professional Services
Help Guides
Sam’s List is a directory for exploring accountants, bookkeepers, fractional CFOs, financial advisors, and wealth managers. We do not provide financial, investment, tax, or legal advice, nor do we recommend or endorse any specific professional. Some professionals participate in paid programs for additional visibility or leads. Users should independently verify any professional before engaging their services. Learn more in ourTerms of Service.
