Services for Individuals

At Dickerson Rix and Company, LLP we use tax planning assistance as a tool to minimize current and future tax liabilities. We are proactive regarding tax liabilities by staying current on tax legislation. We evaluate various scenarios to keep our clients aware of tax saving options. In addition we offer our clients a wide variety of tax assistance, including update seminars, newsletters and individual planning sessions.

To assist our clients, we provide comprehensive services to coordinate outside relationships with portfolio managers, financial planners, bankers, insurance brokers, and estate and trust attorneys. These services build from our primary goal of managing the tax planning and compliance needs of these individuals.

Additionally, we assist entrepreneurs with business planning, accounting systems, choice of entity, and other start-up issues. We can help with operational issues, such as accounting methods and compensation strategies. Finally, we are very experienced with exit strategies, including mergers, sales and generational planning.