We make sense of the financial aspect of your life and business.  We will explain your tax and financial situation in a way you understand.  It’s your life, your business, and your money – you need to understand it.

We seek trust-based relationships with our clients where our expertise generates tremendous value for them.

Our services include:

  • tax planning for individuals, families, and businesses
  • estate planning and estate tax returns
  • personal and business income tax returns
  • financial statements and business plans
  • investment holding companies
  • setting up accounting systems
  • cash flow and income projections
  • remuneration strategies
  • compliance reporting for payroll and consumption taxes
  • audits and other assurance engagements

Small Business

Your financial results are the scoreboard for your business.  Financial results provide critical information for you to evaluate past performance and make strategic adjustments for the future.  Our professional expertise will help ensure that you understand your numbers and make informed decisions for the future.

We know that your financial operations are often complex. We can support your business with our expertise in setting up accounting systems, business plans, preparing financial statements, and tax planning and compliance.

Personal and Family Tax Planning

We understand the ever-changing tax laws and how they affect you and your family. Dawson Gray provides the tax and estate planning you need to make the right financial decisions today, tomorrow and for future generations.

Tax Planning for the Owner/Manager

The decisions you make about your finances as your business is growing, maturing or going through a difficult cycle have a major impact on your tax responsibilities. Whether you are starting a business, making strategic changes, selling, buying, or planning to transfer your business to the next generation, Dawson Gray can provide you with the advice and services you need to make wise financial decisions and tax plans.