DPS ADVISORY
Online
(10)
Online
(10)
We’ve been serving entrepreneurs, consulting agencies, and other businesses to help maximize deductions, find the most tax-efficient entity for your business, optimize retirement & insurance, and take advantage of legal loopholes & niche specific incentives.
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10 customer reviews
Paul Forsberg
DPS is a FABULOUS company -
Daniel and his team are super professional, friendly and take the time to talk "with" you rather than talking "at" you.
I've been looking for a CPA firm who can operate in the digital world and one who knows their business and finally found DPS ADVISORY.
Can't say enough - Dan and hit team are Great!
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Jo Kreyling
DPS Advisory has been the remote-focused, small business accounting service that I need. Daniel is attentive and thorough, and very considerate of my company’s specific challenges. He communicates frequently, takes the time to explain what DPS is doing for us, and best of all, he has found thousands of dollars worth of savings for my business. More...
Conrad Kreyling
Daniel has been incredibly helpful working with our business to reduce our tax liability. Not only has he been prompt and effective but he’s been a pleasure to work with, bringing an air of levity to what is normally a stressful task. Thanks Daniel!
Meghan Sims
Daniel has been incredibly helpful as we navigate the beginning stages of our business. He was able to get our accounting and bookkeeping set up quickly and took a lot of time making sure we felt comfortable and confident with the process. He is easily accessible and quick to respond to questions. Daniel also has a great personality and is fun to work with. I highly recommend his services! More...
Joey L
We've been clients of Daniel's and his team since 2020, and it's been an absolute pleasure working with them. They are very responsive to our questions, and take the time to assist us when needed. Highly recommended!
Kevin
Daniel and his team are great to work with!! They go above and beyond to help out and keep everything running Smooth
A Henderson
Daniel and his team are a vital extension of our business. They go above and beyond from answering questions to handling our tax audit. I am so thankful to have them in our corner for accounting and taxes. Professional, helpful, and patient! More...
Ryan
Daniel has been integral to the restructuring, growing and compliance aspect of my business. He's very knowledgeable, but he also helps us laypersons understand the wild world of accounting. I simply cannot say enough good things about his services, there isn't enough space to go into it. The bottom line is that he works hard, he is honest and genuinely cares about your success. Everyone should have a Daniel. More...
Jeffrey
Daniel's expertise in both business accounting practices and tax policy has been an incredible addition to my business. In more than one occasion, he has taken the time to research an item, seeking to find a positive outcome. His knowledge has led to enormous savings in tax expenses and he has helped us upgrade all of our accounting and bookkeeping activities. More importantly, Daniel is a tremendous communicator and a really good person. More...
Sandra Mauricio
Accounting
Easy to talk to, very nice, easy to understand and very professional. Related a lot with their moto/values.
What kind of accounting services do you provide?
Tax Reduction Strategy Planning, CFO services, Bookkeeping and Tax Compliance.
Why is it so important for businesses to hire a great accountant?
There a lot of bad accountants and bookkeepers out there that just try to be low cost which usually results in low value and quality. Look for a strategic financial partner to your business rather than an added costs only so you are compliant with law and tax.
What do you love most about your job?
I love creating real peace of mind with business owners. Finding out their goals and creating steps to achieve them. We strive to move from the reactive approach to the proactive planning and action that will get them to increased personal wealth and stability they yearn to obtain.
What inspired you to start your own business?
I like working with people I like. Kindness is so under valued. I like working with straight-shooters, but also people that understand that no one is necessarily above someone else.
Why should our clients choose you?
I provide services that come with an Return on Investment rather than just another cost for the business owner. Schedule a zoom call to learn how I can do this for your business:
https://calendly.com/dpsadvisory/30min
Can you provide your services online or remotely? If so, please add details.
Yes, we are virtual practice! That is all we do. We never want the lack of technologies to hold us back from giving the best services!
What changes have you made to keep your customers safe from Covid-19?
We are 100% virtual practice. All documents are securely uploaded and accessed through our cloud-based portal. Furthermore, we only work with cloud-based accounting software such as QBO or Xero.
Tax-Reduction Strategy Planning
Finding IRS-Tested ways to save taxes for small businesses and the business owners. Typically, we find $20K-$50K on average in tax estimated savings!
Tax Preparation
For businesses and business owner's personal returns.
Bookkeeping
Payroll
QuickBook Online Proadvisor
CFO Services
Bookkeeping Cleanup Services
Your books a mess? You're not alone. We have helped several small businesses that had years of bookkeeping messes or no bookkeeping at all.
Financial & Retirement Planning
We partner with the best advisors and are licensed too.
