Im kostenfreie Kennenlerntermin können Sie uns Ihr Anliegen schildern und wir erläutern unser Beratungskonzept. Der Termin findet als Videokonferenz statt. Nach der Terminbuchung erhalten Sie von uns den Link zur Videokonferenz sowie einen Kennenlernfragebogen.Ziel des Termins ist zu klären, ob Ihr Anliegen mit unserem Beratungsansatz gelöst werden kann.

Es stehen bei Ihnen große Veränderungen an oder die Veränderungen haben schon stattgefunden und Sie möchten wissen, welche Auswirkungen diese auf Ihre Finanzen haben!  Egal, ob Heirat, Nachwuchs, Selbstständigkeit oder ein anderes großes Ereignis - im Rahmen unseres Dienstleistungspakets Standard oder Premium ist dieser Termin inkludiert. Im Vorfeld des Termins senden wir Ihnen eine Checkliste zu, damit wir uns auf den Termin optimal vorbereiten können.

Einmal im Jahr bieten wir unseren Kunden der Vermögensverwaltung einen Check an. In diesem Termin berichten wir nicht nur über die Marktentwicklung, sondern sprechen insb. auch über persönliche Veränderungen bei Ihnen, die eine Auswirkung auf die Anlagestrategie haben können.Der Termin bieten wir persönlich oder als Videokonferenz an.

This one hour consultation can be scheduled with Najja Hatchett or Lead Tax Professional to meet via Zoom or by Phone. Be prepared to have your tax documents available and any questions you may have. During the consultation we can offer you an estimate and address any questions or concerns you may have prior to getting started with the preparation of your return. The fee for this consultation will be applied(deducted) from your preparation fee if you decide to continue with NGH Income Tax.

Business Profit & Loss created for you on a monthly, Quarterly, and Annual basis. These reports help identify and categorize your expenses and profit margins in a concise way. This service utilizes your business receipts, bank statements, and credit card statements to account for your income and spending within the business.By definition A profit and loss statement (P&L), or income statement or statement of operations, is a financial report that provides a summary of a company’s revenues, expenses, and profits/losses over a given period of time. The P&L statement shows a company’s ability to generate sales, manage expenses, and create profits. It is prepared based on accounting principles that include revenue recognition, matching, and accruals, which makes it different from the cash flow statement.This type of reporting is a great tool to stay on top of how your business is allocating funds and will help you streamline your income to help you grow successfully. The fee for this consultation will be applied(deducted) from your statement preparation fee if you decide to continue with NGH Income Tax Service to prepare your return within 30 days. NOTE: If you are not able to make the consultation appointment please reschedule at least 24 hours ahead of your appointment, If you are 15 mins late for the consultation it is considered a NO-SHOW, and you will have to book another appointment. The Consultation fee is NON-REFUNDABLE and NON-TRANSFERABLE, it can not be applied to any other services aside from Tax Preparation.

This 1 hour consultation will help us identify your credit repair needs. We will discuss your current credit status and your goals. During this call we will determine the best course of action to help you repair your credit. Please have your credit reports from all3 bureaus available during the call.If you are not able to make the consultation appointment please reschedule at least 24 hours ahead of your appointment, If you are 15 mins late for the consultation it is considered a NO-SHOW, and you will have to book another appointment. The Consultation fee is NON-REFUNDABLE and NON-TRANSFERABLE, it can not be applied to any other services aside from Tax Preparation.

Elevate your business with our expert Financial Services. Our seasoned advisors offer tailored support in securing Small Business Funding, optimizing Merchant Processing, and introducing innovative solutions like Digital Pay Card and Pay Advance. Additionally, we prioritize your security with DAC Identity Protection. Trust us to navigate the complexities of financial planning, ensuring your business is equipped with the resources and protection it needs to thrive. Discover more ways we can empower your business. Visit David Allen Capital

Introducing our Healthcare Services, designed to seamlessly connect you with qualified healthcare professionals who cater to your unique health needs. Our offerings include the DAC FlatFee Rx Membership, ensuring cost-effective access to prescriptions, alongside HealthShare, a comprehensive and community-based alternative to traditional insurance. Discover a new way to manage your health and wellness by visiting us today at our official webpage. Visit DAC Healthcare

GET STARTED BY FILLING OUT INFO TO COMPLETE YOUR TAXEShttps://forms.gle/dTeYwhmDm6UBC5N78

Accounting so simple it's child's play! There is a saying, "if you can't explain it to a 6-year-old, you don't understand it." We have a straightforward, no-nonsense approach to the way we work and advise our clients.

Nous échangeons sur vos projets et objectifs patrimoniaux.Cet échange permet d’identifier vos besoins à court, moyen et long terme.

Nous échangeons sur une problématique spécifique d'ordre financière, juridique, sociale ou fiscale.Merci de prévoir les documents nécessaires pouvant éclairer votre problématique.

Free financial advice session available. An opportunity to speak to one of our experts to discuss Pensions, Investments, Mortgage, Protection & Equity Release.

DG Advisors have arranged a special "second look" offer for CVG Employees and DG Tax. If you'd like a second opinion on your last tax return to see if any deductions were missed, bring your last tax return to your financial meeting and for the discounted fee of $65, a DG Tax CPA will review your tax return and return it with recommendations in time for your next DG Advisor financial meeting. Should you choose to have DG Tax prepare your 2018 tax return, the review fee will be applied to that cost. After you have received your recommendations, you can schedule your one on one appointment with a DG Tax CPA to discuss further steps.