Empowering Your Financial Future, One Client at a Time.
At Dunham Associates, CPAs, our goal is to provide each of our clients the best accounting services possible, whether the services required are relatively simple or extremely complex. We want you to feel like you are our only client, and we will always give you personal attention along with the sophisticated, forward-looking strategy you deserve.
Our Partners
Our team of experienced CPAs, led by Rick D. Dunham, CPA, EA, PFS, Jon Mills, CPA, and Michael K. Park, CPA, is dedicated to providing personalized service to our clients. With a combined experience of over 50 years, our partners have expertise in individual and small business tax planning and preparation, financial statement audits, and wealth management.
Our Services
We offer a wide range of services to meet the diverse needs of our clients. Our services include individual and business tax planning and preparation, financial statement audits, wealth management, and representation before the IRS. We also provide specialized services such as estate and trust planning, retirement planning, and business consulting.
Our Clients
We serve a diverse range of clients, including individuals, small businesses, and corporations. Our clients come from various industries, including architecture and engineering, medicine and dentistry, law and financial services, management consulting, entertainment and professional sports, and software and website development. We also serve non-profit organizations and businesses without profit.
Community Affiliations
We are committed to giving back to our community and are involved with various local organizations, including the United Way. Our partners and staff are also involved in various community activities, such as coaching sports teams and volunteering at local charities.
Tax Preparation Services
Positive Experiences
Most reviewers were extremely satisfied with the tax preparation services provided by Dunham and Associates. They praised the team's expertise, professionalism, and ability to find solutions to complex tax problems. Many reviewers appreciated the personalized attention and guidance they received, which helped them save money on their taxes. Some reviewers even referred their family and friends to Dunham and Associates.
Common Themes
- Expertise and professionalism of the team
- Ability to find solutions to complex tax problems
- Personalized attention and guidance
- Ability to save clients money on their taxes
- Referrals to family and friends
Negative Experiences
On the other hand, some reviewers were unhappy with their experience with Dunham and Associates. They reported poor service, mistakes on their tax returns, and a lack of expertise. Some reviewers felt that the firm was overpriced and did not provide the level of service they expected.
Common Themes
- Poor service and mistakes on tax returns
- Lack of expertise
- Overpriced services
- Unmet expectations
