Financial Planning Services

Retirement & Estate Planning
We can assist our clients with critical decisions involving retirement plan options and estate planning:

  • Introduction of retirement plan specialists and financial planners
  • Review of options from a tax planning perspective
  • Estate tax planning strategies and establishment of wills and trusts

Insurance Planning
We can assist our clients by the introduction of insurance specialists to assist with:

  • Employee benefit plans
  • Evaluation of client personal insurance products
  • Corporate insurance solutions including buy-sell agreement funding

Business Succession Planning
We can assist our clients by the introduction of legal and insurance specialists to assist with:

  • Development of buy-sell agreements for closely held businesses
  • Procurement of insurance products to fund the buy-sell agreement
  • Tax planning strategies for business continuity
Business Tax Service
Dooley Tax Service provides business tax services to uncover tax deductions and credits for your business to minimize your tax bill.
Personal Tax Service
Dooley Tax Service provides personal tax services including tax preparation and return so you can relax and let our preparers take care of finding your biggest refund.
Tax Preparation
Dooley Tax Service provides premium tax preparation services to help get you the big refund you deserve, or possibly save you money by finding tax breaks.
Accounting Services
We offer monthly accounting services which help you achieve your goals. We tailor our services to fit your needs.
Financial Planning Services
We can assist our clients with critical decisions involving retirement and estate planning, insurance and business succession planning.
Consulting Services
We can provide our clients with a number of special accounting services related to business valuation and acquisition services.
Please do not hesitate to contact a member of the Dooley Tax Service staff with any questions, comments, or various other inquiries which you may have regarding any of the professional CPA Services offered by our experienced staff. We will strive to respond to all messages as swiftly as possible and thank you in advance for your time, patience, and interest in Dooley Tax Services!