Empowering Your Financial Future

At DP Financial & Tax, Inc., we're committed to building long-term relationships with our clients and helping them reach their full financial potential. Our team of experts specializes in risk management, aiming to reduce volatility and maximize profitability. We understand that every client is unique, and that's why we take a personalized approach to financial planning, tailoring our services to meet the specific needs of each individual or business.

Our Services

We offer a comprehensive range of services designed to help our clients achieve their financial goals. Our expertise includes:

Business and Personal Planning
Estate Planning
Insurance Planning (disability, life, investment, shareholder protection)
Business Structure and Strategy Tips
Wealth Accumulation and Protection
Mergers & Acquisitions
Business Valuations
Accounting/Bookkeeping
Tax Preparation (Business and Individual)
Financial Statements
Appropriate Tax Shelter Recommendations
Tax Laws and How They Affect You
Business Growth and Succession Strategy
Accounting Software Consulting
QuickBooks ProAdvisor

Our Team

Our team is comprised of experienced professionals who are dedicated to providing exceptional service to our clients. Our leadership team includes Dave Paulson, CTS, President; Tammy Swearengin, EA, Vice President; and Scott Long, Tax Manager. We also have a team of experienced accountants, tax preparers, and bookkeepers who are dedicated to helping our clients achieve their financial goals.

Our Philosophy

At DP Financial & Tax, Inc., we believe that our clients' success is our success. We take pride in building long-term relationships with our clients and helping them achieve their financial goals. We're committed to providing exceptional service, personalized attention, and expert advice to help our clients succeed.

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Positive: The reviewers praised DP Financial and Tax for their knowledgeable and friendly staff, comprehensive services, and personalized attention.

Overall Impression

The reviews of DP Financial and Tax are overwhelmingly positive, with all reviewers giving the company a 5-star rating. The reviewers praise the company's knowledgeable and helpful staff, thorough services, and personalized attention.

Common Praise

The staff was consistently praised for their knowledge, professionalism, and friendly demeanor.
Many reviewers mentioned the company's ability to provide comprehensive services, including financial planning, tax preparation, and payroll services.
The reviewers appreciated the personalized attention they received from the staff, with many mentioning specific staff members by name.
Several reviewers mentioned the company's ability to simplify complex financial and tax issues, making them easier to understand and navigate.