DG CPAs
FOUNDING YEAR
2023
NUMBER OF EMPLOYEES
-
LOCATION
National (U.S.)
SUPPORT
Dedicated Staff
SOFTWARE
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 to gain access and most clients do not truly speak with their CPAs because they get charged high fees.
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 to gain access and most clients do not truly speak with their CPAs because they get charged high fees.
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.
Minimum Financial Requirements
Annual Income
No minimum required
Annual Revenue
No minimum required
Services Offered
Client Type
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
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.
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Sam’s List is a platform that connects users with independent accountants, bookkeepers, fractional CFOs, and financial advisors. 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.
