Business Details
6 Years
experience
Expert Tax & Accounting Services in California
For over a decade, DAC Advisory Services has provided personalized tax and accounting solutions tailored to the unique needs of individuals and businesses. Founded by a dedicated Certified Public Accountant, our practice combines extensive experience from national accounting firms with a commitment to proactive tax strategies and financial growth. With a foundation in Colorado and now serving California, we prioritize personalized guidance, ensuring clients navigate tax compliance and planning with confidence.Our team's expertise extends beyond traditional accounting services, offering strategic oversight and advocacy to support long-term financial security. We actively engage with professional organizations and the community, embodying values of trust and accountability. Our goal is to build lasting relationships through transparent communication and customized solutions, empowering clients to achieve their financial objectives.
Services
Tax Return Preparation
Tax Planning
Tax Consulting
Accounting Oversight
IRS Representation
Details
- Year established: 2020
Highlights and features
- We offer personalized guidance from a Certified Public Accountant with over a decade of experience.
- Our proactive tax strategies ensure compliance while minimizing liabilities.
- We provide customized financial oversight to support long-term business growth.
- Our team maintains transparency and accountability in all client interactions.
- We combine national firm expertise with personalized service tailored to individual needs.
Services
Tax Return Preparation
Comprehensive preparation and filing of individual and business tax returns ensuring compliance with federal and state regulations. Our meticulous approach identifies deductions and credits to optimize refunds while maintaining accuracy. Services include form selection, error checking, and submission to appropriate agencies.
Tax Planning
Proactive year-round tax strategies to minimize liabilities and optimize financial outcomes. We analyze income, investments, and business activities to create customized plans that align with long-term goals while ensuring compliance with evolving tax laws.
Tax Consulting
Guidance for resolving tax issues with government agencies including audit support and debt negotiation. Our expertise develops step-by-step solutions to address notices, liens, and compliance challenges while protecting client interests throughout the process.
Accounting Oversight
Ongoing review of business financial statements and bookkeeping practices to ensure accuracy and regulatory compliance. We provide actionable recommendations for improving financial health, cash flow management, and operational efficiency through regular performance evaluations.
Personalized Guidance
One-on-one consultation services addressing unique financial situations and tax planning opportunities. We develop tailored strategies through collaborative discussions, considering clients' specific goals, risk tolerance, and changing circumstances to maximize financial benefits.
People
Drisa
Owner/CPA
Certified Public Accountant with over a decade of experience from Colorado-based national firms and California CPA practices. Graduate of Colorado Mesa University with B.S. in Accounting and MBA, actively involved in professional organizations and community service initiatives.
Questions
Who do you work with?
We serve progressive individuals and businesses seeking personalized tax guidance and long-term financial partnerships.
Why hire a professional over tax software?
Our expertise provides tailored advice that considers your unique circumstances beyond automated program capabilities.
Do you offer initial consultations?
Yes, we provide initial meetings to ensure we're the right fit for your needs.
What are your service rates?
Personal returns start at $1,000 and business returns at $1,800 with customized pricing available.
Are evening/weekend appointments available?
Yes, we offer flexible scheduling to accommodate client availability.
