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Services

Dave C. Dillard, PA, Certified Public Accountant provides a wide range of services to individuals and businesses in a variety of industries. At Dave C. Dillard, PA, Certified Public Accountant, 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:


Tax Preparation & Planning Services

At Dave C. Dillard, PA, Certified Public Accountant, we guide our clients through a full range of tax planning and preparation decisions with strategies that minimize your tax liabilities, maximize your cash flow and keep you on track to your financial goals. Our expertise, experience, analysis and thorough research allow us to optimize financial opportunities to be found in existing as well as recently altered tax laws. We are knowledgeable and up to date on the tax laws and can make sense of your receipts, bills and notices.

Our taxation services include:

  • Preparation of all federal, state, and local income tax returns for individuals and small businesses
  • Tax planning to offer maximum tax savings and reductions in income taxes
  • Tax research and analysis
  • Assisting in structuring of transactions to achieve your goals in a tax advantaged method where possible, and thereby avoid tax surprises
  • Payroll taxation
  • Sales tax

Accounting Services

From start-ups to established enterprises, businesses rely on accurate and insightful financial information in order to maintain profitability and capitalize on new opportunities. Dave C. Dillard, PA, Certified Public Accountant's accounting services steer you closer to these goals with accurate record-keeping and reporting as well as support on financial issues such as initial accounting system setup, cost-containment, tax planning, investments, and employee benefit and profit-sharing plans.

These services include but are not limited to:

  • General ledger and financial statement preparation
  • Bookkeeping (Monthly, quarterly, or annual)
  • Accounting system setup and support
  • Payroll processing
  • Reviewed and compiled financial statements
  • Personal financial statements

Estate and Trust Planning and Tax Preparation

Effective estate and trust planning can ensure financial security for loved ones. For businesses, it can maintain a smooth succession of ownership. Dave C. Dillard, PA, Certified Public Accountant's role is to help you navigate the complex and shifting tax laws to facilitate the transfer of assets and minimize the tax liability of your beneficiaries. Everyone should have a well-thought-out plan as to how to distribute the assets left in one's estate so as to avoid complications and to be sure that the individual’s wishes are followed. Having your taxes and estate thoroughly and carefully planned will ensure that your loved ones don't have any complications to deal with during a time of loss.

Bookkeeping/Write-up

Accurate record-keeping is essential to a successful business yet can also be complicated and time consuming. Dave C. Dillard, PA, Certified Public Accountant can help you with the organization and day-to-day tasks of bookkeeping so that you can focus on your core business.

Our bookkeeping services include:

  • Recording ledgers and journals
  • Reconciling bank statements
  • Posting earnings records
  • Payroll, including direct deposit
  • W-2 and 1099 preparation
  • Sales tax returns
  • Workers compensation insurance audits
  • Compiled financial statements monthly
  • Check writing for monthly bill pay

Entity Selection and Restructuring

Your business entity has a large impact on your taxes and other liabilities. From your company's inception through its growth and development, Dave C Dillard PA Certified Public Accountant can advise you on choosing an entity type and later restructuring if advantageous. With our knowledge and expertise, you will always be receiving the most advantageous entity type for the functions your business performs.

IRS Representation

Professional representation can be vital during an audit, and our experience with tax authorities enables us to guide clients in their dealings with federal and state agencies. If you have been chosen for an audit, the professional representation you can find with our firm can put many of your worries at bay. We are ready and willing to answer any and all questions the IRS may be asking of you.

Payroll Services

Dave C. Dillard, PA, Certified Public Accountant's payroll services can help you reduce the valuable time you spend on payroll administration through your reliance on our professional staff to prepare your payroll, payroll returns and compliance, W-2 preparation, and other reporting needs. Our services are customizable to fit your needs.

Financial Projections and Forecasts

No one can predict the future perfectly, but we can all benefit from planning for it. Dave C. Dillard, PA, Certified Public Accountant combines expertise and experience with a gained understanding of your business to produce financial projections that can help you manage your business plan and spending. Forecasting for the future is imperative to your company's success. We make it a point to keep current with market trends and updates so that your business can be prepared for what is to come. Depending on your needs, our work can range from top-level reports to detailed financial models.


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