Your Year-Round Tax Advisors

Tailored Tax Planning Services

Saving money—that’s the bottom line with taxes. While many CPAs can prepare a tax return, we provide the crucial guidance you need to implement an overall tax strategy that both minimizes your tax burden and maximizes your business and financial goals.

Our commitment is to provide tax planning services that enable you to enjoy substantial tax savings—which is why we take a proactive approach to tax services by informing you of all significant tax planning opportunities. With Dean Dorton’s tax team, you enjoy:

• Proactive Business Advisory Approach
• Family Office and High-Net Worth Specialization
• Nationally Recognized State and Local Tax (SALT) Expertise
• Business and Corporate Tax Structures
• Mergers & Acquisition Planning

Dean Dorton’s tax team is distinguished by our breadth and depth, addressing the unique challenges of diverse industries including equine, real estate, construction, and complex situations. With a strong understanding of compliance with expertise in corporate, partnership, and high-net-worth individuals and families, we provide additional value through our business advisory solutions to facilitate key business transitions including expansions, exit planning, and succession planning.

Tax Strategy for Complex Business Needs

Our tax planning services are adaptive and innovative, ensuring that your tax strategy aligns with your evolving business objectives and market expansions.

With extensive experience serving large family groups, private businesses, public companies, and international companies, our tax specialists have a deep understanding of tax savings and complex technical matters related to transactions, divestitures, and research and development (R&D) analysis — guiding you in making the right strategic decisions for your businesses’ success and your personal generational wealth.