COPYWRITING BY CHRISTY wolff
I have always loved working with numbers, talking about taxes, and balancing budgets. As I progressed in my career, I realized that researching and sharing tax strategies and solutions is my calling. Empowering individuals and businesses in pursuit of their dreams is my passion. As a dedicated tax professional with over a decade of experience, my mission is to provide guidance that makes a meaningful impact in the lives of those I serve.
After graduating from Colorado Mesa University with a B.S. in Accounting and an MBA, I contributed to national public accounting firms in Colorado-based offices before dedicating efforts and energy to the CPA firms Brigante, Cameron, Watters & Strong and PDM in California, where I now call home. Today I own and operate my own tax and business advisory practice, DAC Advisory Services, PC.
Numbers are what I know, that and the importance of trust. I’m proud to put my values into practice as an active member of ProVisors, The American Institute of CPAs, The California Society of CPAs, and The Torrance Memorial Young Physicians and Professionals Alliance. Sharing my skills with the community is a priority, which is why I’m part of the and serve on the Board of Directors for Sandpipers, a 100% volunteer-based philanthropic organization serving the South Bay community of California since 1931.
When I’m not meeting with clients or volunteering, you can find me on my yoga mat or road bike (if you don’t see me on the tennis court or swimming laps first!) I’m also dedicated to spending time with family, and love traveling back to Colorado for visits together.
My services are designed to provide personalized solutions to meet your individual needs. We will work closely together as a team to make sure your tax and accounting strategies allow you to thrive with the future in mind.
Tax Return Preparation
One thing we all share in common? We all have to pay taxes. But not everyone handles the process correctly or painlessly. Filing your tax return requires following very specific rules, and I’m here to take care of that for you. I work with both individuals and businesses to make sure you’re filing the right forms, in the right way and with the right government agencies.
Want a stress-free tax season without surprises? Tax planning is your opportunity to be proactive about your future – ensuring you’re compliant with the IRS while taking advantage of opportunities that help you pay less tax. By working with me to plan for your taxes throughout the year, you’ll have a structure and a strategy that supports you and your finances for the long-term.
If you’ve ever gotten an ominous-sounding letter in the mail from the IRS—with confusing language and seemingly-veiled threats of liens, levies or jail time—you know how scary dealing with tax authorities on your own can be. But together, we’ll create a step-by-step plan to get you back into good graces.
Hiring a personal advocate to keep an eye on your business financial statements is a practical way to not only support tax compliance and planning, but also position your business for financial growth year after year. I specialize in accounting oversight, which means I will review your books on a regular basis and make recommendations that will help you and your business to thrive.
I understand that choosing a CPA is a powerful decision. Our finances are the foundation of our livelihood—supporting our families, our homes, and our dreams. So I don’t expect you to make this investment lightly. Here are a few of the more common questions I receive. I hope they will help put your mind at ease, as you research the right CPA for you.
Who do you work with?
I work with progressive, motivated, passionate people who are excited about life and ready to manage their taxes. They want individualized guidance and personal attention. They want a relationship with someone who’s as invested in their financial security and long-term future as they are.
Why should I hire you to do
what I can do with TurboTax?
There’s no substitute for personalized guidance. Software programs don’t always ask the right questions or understand how the tax law applies to your specific situation. Hiring a proactive tax expert not only saves valuable time and resources, but also sets you up for long-term success and peace of mind.
Do you offer an initial consultation?
Of course. I don’t want to be just the “person who files your tax returns”. I want to be a true advisor, collaborator, and friend. Our ability to connect and work well together is as important to me as it is to you, and having an initial meeting is important to ensuring we’re a great fit.
How much do you charge?
Your financial situation is unique and so is the pricing of my services. My goal is to support your financial security, not detract from it—so if we are meant to work together, I am confident your investment in me will match your expectations.
Do you take meetings on
evenings and weekends?
I am open to all of the ways that we can work together, and that includes being flexible to accommodate your schedule.
WEB DESIGN: Kendra Aronson CreativeStudio
WEB DESIGN: Kendra Aronson Creative Studio
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