Business Services

We understand that tax compliance is an ongoing project. Business decisions you make during the year often have tax consequences. We have the foresight to help you consider the possible financial outcome before you make a move that could increase your tax burden. When you rely on Dority & Associates for tax advice, we’ll manage your tax obligations throughout the year to ensure there are no surprises at tax time and that you don't overpay.

Offering business services for Sole Proprietors, Partnerships, Corporations, S-Corporations, Estates and Trusts, and Non-Profits.

 


 

Services we offer:

New Buisiness Start-Up

Starting a buisness can seem complicated. We can assist you with choosing the right entity type and accounting method to get you set up for success.

Tax Planning and Preparation

Our knowledgeable staff can help plan ahead for tax time. When the time comes we prepare them in a timely manner while helpinig you to minimize your tax liability.

Employee Benefits and Profit Sharing Plans

Do you want to offer employee benefits? With all the options available, we can help you choose the right one for your business and facilitate the implementation of your chosen plan.

Tax Minimization Services

 

IRS Representation

In the event of an IRS audit, our CPAs can support you through the process.

Our Roadmap


 

1
2
3
4
5

Get Acquainted

Create

Implement

Verify

Conclude

First we sit down with you to establish an understanding of your situation.

New clients receive a 45 minute pre-tax season review. Existing clients are offered a 20 minute pre-planning review. This is in addition to the two 30-minute tax season consultations (up to a $270 value).

Then we we begin identifying recommendations and possible solutions for your issues.
Next we compile your information and begin to implement those recommendations.
Sometimes we need further clarification to ensure that we achieve the results we are pursuing.
Your final documents will be delivered to your client portal where you will have a chance to review your results. The post-tax return completion meeting is when we begin planning for the years ahead.

Many of our standard accounting and tax services are available for a set cost.

Find out how by following our process, you save money >>

Get in touch with us today!

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(970) TAX-1309

don@dorityandassociates.com

5313 N. County Rd. 11

Fort Collins, CO 80524

If you are looking for information on Integrated Financial Planning or Investment Advisory Services, please visit Narrow Path Financial.

 

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Affiliations:

AICPA
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PATRIOT certified-advisor
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