Douglas W. Dawson, CPA provides a wide range of services to individuals and businesses in a variety of industries. At Douglas W. Dawson, CPA, we strive to meet each client's specific needs in planning for the future and achieving their goals in an ever-changing financial and regulatory environment.
Our professional services include:
Doug Dawson provides tax and financial planning advice that considers his clients' overall wealth and family issues and goals. He will customize his approach to consider each clients' unique situation. Please review the following individual client service offerings in more detail.
Doug provides proactive tax and financial planning advice to help his clients manage their personal finances. His clients will receive the benefit of objective tax and financial planning advice which will allow them to make informed decisions about investments, insurance and tax planning options. The range of services include:
Doug has many years of experience assisting individuals and families manage their transfer tax exposure. As the transfer tax laws are frequently changing, Doug believes that individuals should review their plans on a regular basis in order to achieve the most effective protection and transfer of their assets. He does not prepare any legal estate planning documents, but will provide his clients with advice regarding the following estate planning issues:
Doug provides income tax and business consulting services to closely held businesses that consider the needs of the business and how they ultimately relate to the individual owners. He can assist with all stages of an organization' s life cycle. His service offerings include: