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Our Accounting Process

DB Tax & Wealth is a one-stop shop for your payroll, bookkeeping and accounting needs. Our experienced team understands and addresses the risks and opportunities of owning a small business. Our passion is to help you get your business on track. 

1. Contact Us

1. Contact Us

Contact us via phone or email to schedule a complimentary consultation. Our accounting staff will ask what your business venture entails and what your goals are for the future. After hearing your unique situation, we will let you know how our services will benefit you and your business.

2. Organize

2. Organize

Our team will have you gather any necessary information for the next steps in your accounting engagement. If you are starting out new, we will educate you on the different entities, apply for all your business identification numbers, and get you ready to grow your business.

3. Monitor

3. Monitor

Our team is here for you throughout the year! As businesses are ongoing, we would create a plan specific to your needs for periodic review. We will keep you informed with a custom plan of communication, monitor your plan and adapt to your changing needs.