DG CPAs
FOUNDING YEAR
2023
NUMBER OF EMPLOYEES
-
LOCATION
California
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.
Daniel Moas, CFP®
March 12, 2024
Experience working with DG CPAs
As a wealth manager for ultra high net worth clients, Guido has been my trusted resource to refer clients to for tax preparation and consulting. I have used other CPAs in the past, but they have fallen short of the reliability and overall ability to manage the complexity which my clients bring. Guido has been a pleasure to work with throughout the duration of our relationship, and always carries himself with the utmost professionalism.
Disclosure:This review reflects the personal experience of the reviewer and does not represent an endorsement by Sam’s List
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 Type
Services Offered
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