Dominion Enterprise Services - Tax Experts for Financial Advisors

- We specialize in tax guidance for RIAs, IBDs, and 1099 Advisors with annual revenues of $1-10M.
- Our first step is to optimize your tax structure to support your growth plan.
- Next, we provide quarterly planning to monitor projected tax liabilities, allowing for strategic cash flow management and tax reduction.
- We prepare income tax filings as your year-end scorecard.
- No surprises on April 15th-your tax liability will be known and planned for in advance.

How does it work?

1. Discovery Call: We start with a call to assess if we are a good fit for your needs.
2. Assessment Engagement: We conduct an initial assessment to understand your current tax situation.
3. Full Planning Session: Based on the assessment, we outline a comprehensive tax planning session.
4. Monthly Subscription: We provide a proposal for a monthly subscription to handle ongoing tax planning and compliance.