Individuals & Families
Anticipating life events is challenging for people at every stage of their lives. When addressing tax preparation as well as estate and trust planning, DSN assists clients with predictions of what is ahead and what to look out for.
Tax Preparation
Clients rely on Dodson, Shelton & Nelson P.A. for tax preparation services that range from a typical return to returns with many layers of complexity. As we work with our clients and prepare their returns, we are extremely thorough with every detail. High-quality returns honor the trust our clients place in us and underscore the personal level of service we provide for our clients.
We also help our clients look forward to anticipated events in their lives and businesses (for business owners) so we can assist with predictions of what is to come and what to look out for. Collaborative planning and preparation empower our clients’ decision-making and smooth life and business transitions.
Estates & Trusts
Many families and individuals depend on Dodson, Shelton & Nelson’s extensive resources, very detailed work, and collaboration at every life stage. Adults of all ages with and without children, business owners, those with inter-generational family employees, those whose family and/or financial situations are in transition, and those who have had a death in the family benefit from seasoned professionals.
Financial planning and investment advisory services combined with strategies for long-term tax planning are key facets for building wealth and minimizing taxes. As your personal and business situations unfold, it can be advantageous to have DSN provide a more comprehensive and personal level of service, with strategies and tactics tailored to your unique situation. We welcome opportunities to help you manage your assets, evaluate your existing investments, and provide short and longer term strategies for your investment portfolio.
If you already have a team of investment, estate, and legacy planning professionals, our services can dovetail with theirs, providing additional information and avenues for your decision-making. We can also recommend excellent resources and collaborate with you and these resources for comprehensive and effective planning.
When there’s a death in the family, we often serve clients by collaborating with your executor and attorney to do tax preparation and filing and compile a final inventory. Our detailed work in these areas smoothes a challenging process for many families.
Perhaps one of the most valuable types of service we provide for our clients is that of an impartial sounding board when decisions are difficult and emotions are escalating. We can create comprehensive scenarios with lists of options, providing informed opinions on upside potential and downside risk for clients to consider in their decision-making process. And since we’ve done this for our clients for decades, we have acquired wisdom honed with experience.
