Services

Accounting & Bookkipping

Managing accounting records and maintaining up-to-date finances can be a significant challenge for small businesses, start-ups, and entrepreneurs. At D M & Associates, we offer a wide range of options for skilled, experienced, and affordable accountants/bookkeepers to meet the unique needs of your business. You can choose the accountant who best aligns with your goals and supports your firm’s growth and development.

Our team is well-versed in every aspect of the bookkeeping and accounting process, from transaction recording to preparing periodic financial statements.

Our Comprehensive Approach Includes:

  1. Information Gathering: We collect all necessary documents, such as bank statements, credit card statements, invoices, bills, deposit slips, and canceled checks.

  2. Transaction Recording: We accurately record and categorize transactions into a general ledger, ensuring proper classification.

  3. Client Communication: We maintain a list of open items requiring additional information or clarification from clients, ensuring no details are overlooked.

  4. Periodic Adjustments: We prepare and record necessary adjustments to ensure that your books are finalized and accurate on a periodic basis.

  5. Financial Reporting: We prepare periodic financial statements along with supporting work papers to facilitate a thorough review process.

  6. Proactive Compliance Management: We proactively send reminders for critical due dates, such as federal tax payments, sales tax payments, payroll tax filings, and other essential compliances.

By automating key bookkeeping processes, we ensure your business’s finances are organized, up-to-date, and com

Tax Services

Our dedicated tax team is here to ensure that all your tax filings are completed accurately and on time, including Federal income tax, state tax, payroll tax, and sales tax.

We provide every client with a customized tax experience, assigning a dedicated tax accountant to work closely with you. This allows us to strategize on tax-saving opportunities throughout the year and ensure that your tax returns are filed with precision.

Our Process Includes:

  1. Initial Review: We begin by reviewing your financial and bank statements to ensure all your expenses are categorized correctly, helping to maximize your deductions.

  2. Personalized Advice: Our tax experts will offer advice on tax-saving strategies tailored to your unique situation, identifying any potential deductions or credits that may apply to your business.

  3. Filing Business and Personal Returns: If we are handling your business tax return, we’ll gladly file your personal return as well, ensuring a seamless, efficient process.

We’re committed to making your tax experience as smooth as possible, helping you navigate complex tax requirements while optimizing your savings.

investment Banking

We offer a wide range of financial services, including expert guidance on mutual fund investments and insurance solutions. Whether you’re looking to grow your wealth through mutual funds or secure your family’s future with the right insurance policies, we provide personalized strategies to help you achieve your financial goals.

  1. Mutual Fund Investments:
    We offer tailored mutual fund investment strategies designed to help you achieve long-term financial goals. From equity funds to debt funds, hybrid funds, and systematic investment plans (SIPs), we guide you through the selection of the right funds based on your risk tolerance, financial objectives, and time horizon.

  2. Wealth Management & Portfolio Diversification:
    Our experts help you diversify your investment portfolio to optimize returns while minimizing risk. We analyze your current financial situation, recommend investment opportunities across different asset classes, and create a well-balanced portfolio to suit your financial aspirations.

  3. Insurance Planning & Advisory:
    We offer a range of insurance products, including life, health, and general insurance, to ensure that your assets, family, and business are fully protected. 

  4. Retirement Planning & Pension Funds:
    Our team provides expert guidance on retirement planning, recommending suitable pension plans and retirement funds to ensure you have a comfortable and financially secure retirement. 

  5. Claim Assistance & Support:
    We provide comprehensive support in filing insurance claims and navigating the claim process.