Our Services
As our clients’ strategic, comprehensive, and trust advisors, we continue to earn their confidence by providing the strategies and information they need, tailored to their specific situation. Our broad portfolio of services addresses a wide range of business requirements and we continually augment our services as situations change and new information becomes available.
Tax Services
We provide comprehensive tax services, including tax returns, strategic tax planning, IRS representation, and estate tax assistance, prioritizing clients’ interests to save time, reduce anxiety, and ensure accuracy.
Assurance Services
DSN offers high-quality assurance services with a 360° focus, ensuring compliance, efficient resource use, and uncovering business opportunities while addressing clients’ special needs and maximizing the value of their investment.
Small Business Services
Partnering with DSN as your CPA enhances small business success through expert guidance in business structure, planning, valuations, operations, accounting, strategic planning, and financial management.
Business Advisory Services
DSN, as trusted advisors, provides comprehensive business valuations, strategic improvement recommendations, and expert guidance during disputes, ensuring clients’ best interests are always prioritized.
Tax Services
In addition to preparing tax returns for businesses, families, and individuals, we are engaged in “big picture” tax planning for clients. As we help clients look forward, we can assist by predicting events and timing that influence decision-making. Clients’ interests are at the forefront. Our strategic approach to helping them meet requirements while minimizing taxes saves clients’ time, anxiety, and money.
If your tax return is questioned by the IRS or a state tax authority, we will represent you. If you are ever in this situation, we recommend talking with us before responding to any tax authority questioning your information. Accuracy and brevity resolve questions effectively. With our years of experience in tax representation, we excel at obtaining pertinent information and presenting it in a preferred format for resolution.
When there’s a death in the family, we can collaborate with your executor and attorney to prepare taxes and file and compile a final inventory. Our detailed work in these areas gives bereaved families accuracy with closure.
Assurance Services
High-quality business services that provide a 360° focus on your business are a hallmark of the assurance services provided by DSN. We work with you to ensure your operations are compliant and your resources are used effectively and efficiently. Our multifaceted resources are an excellent tool, allowing DSN to discover potential business opportunities for clients and provide valuable connections. Clients’ special needs are thoroughly addressed and we continually endeavor to ensure that your investment in DSN’s services is an excellent value.
DSN’s reputation for excellence in assurance services is earned with our highest standards of integrity, objectivity, and independence.
Our assurance services include:
- Financial audits, reviews, and compilations
- Employee benefit plan audits
- Accounting services
- Agreed-upon procedures
- Personal financial statement preparation
- Forecasts and projections
- Reports on internal controls
Employee Benefit Plan Audits
Dodson, Shelton & Nelson P.A. is committed to achieving the highest quality audits possible. Our many years of experience allow us to understand the complexity of performing Employee Benefit Plan Audits, so we have dedicated a team of auditors that possess the specialized knowledge and experience to help ensure compliance with the appropriate standards and changes in regulations that may impact an organization’s employee benefit plan audit.
DSN’s Employee Benefit Plan Services span a broad range of plan types including:
- Defined benefit plans
- Defined contribution plans
- 401(k) plans
- 403(b) plans
- Cafeteria plans
- Health and welfare plans
Attest, compliance, and consulting services offered by DSN’s team include:
- Full scope and limited scope audits of plans
- Preparing IRS Form 5500 and summary annual reports
- Consulting services related to eEmployee benefit plans
Small Business Services
Current small business owners and those who are considering buying a business or starting a new one have more opportunities for success when their planning includes DSN as their CPA partner.
The firm’s business expertise is invaluable for:
- Selecting the right business structure and putting that structure in place
- Creating a comprehensive business plan that positions your small business for profitability
- Business valuations if you are purchasing or selling an existing business
- Setting up your business operations or evaluating existing operations for cost savings
- Accounting and payroll
- Short and long-term strategic planning for all areas from succession planning, performance measurement, and property acquisition to financing, strategic hiring, benefit plans, and disaster planning
- Financial and tax planning
- Budget and cash flow modeling
Business Advisory Services
The need for a business valuation is sometimes the first point of contact for a new client. We do full, very thorough business valuations for buyers or sellers when complete details are required. In situations where a business owner is asking, “What is my business worth?” we can provide a single sheet or a brief white paper that addresses that question.
When you are a business owner running your business, it is difficult to rise above the day-to-day operations to methodically evaluate needed changes and improvements. Our experiences with hundreds of different businesses coupled with our ability to evaluate everything that affects performance, help businesses identify areas of opportunity. DSN can move you to the next level by making recommendations for improvement, identifying the best resources, and helping you take the necessary steps.
Sometimes shareholder disputes, partner issues or divorce disrupt businesses. If that happens we do an excellent job of quelling the emotions, keeping them out of the business decisions, and offering wise advice. We always act in your best interests.
Among the business advisory services we provide are:
- Business valuations prior to purchasing, selling, or investing in a business
- Due diligence for mergers and acquisitions
- Capital investments in buildings and equipment
- Corporate financing
- Budgeting and forecasting
- Cash-flow analysis and projections
- Internal control reviews and analysis
- Succession planning