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Our Services Learn more information about the services we offer.

Tax Planning & Preparation

Tax Planning & Preparation

Tax return preparation is not something that should be taken lightly. Having a certified public accountant prepare your tax return is extremely important in an ever-changing environment of tax law. Small mistakes, by inexperienced preparers, can end up costing a fortune to rectify and add unnecessary stress to your life. Our knowledge and experience will ensure that your return is always prepared accurately and efficiently. We handle all types of returns. Whether your needs are simple or complex, we are here to assist you.

Bookkeeping and Accounting

Bookkeeping & Accounting

Running a business can be difficult enough without having to constantly worry about maintaining the books and records. In addition, it in can be very expensive to employ a full-time bookkeeper.  We offer our services to business owners who seek to monitor their bottom line while utilizing their time to grow their business. 

Even if you maintain your own books, it is still beneficial to have them reviewed by a certified public accountant. Many bookkeepers often overlook significant deductions that could reduce or eliminate tax liability. In addition, having an outside, independent accountant review your books significantly decreases the opportunity for employee theft, embezzlement and misappropriation of funds.

Audits, Reviews and Compilations

Audits, Reviews & Compilations

With news of financial statement fraud increasing at a rapid pace it is imperative to receive assurance regarding a company’s financial statements. Stockholders, creditors, board members and private investors often need assurance that the financial statements accurately represent the true financial position of a company. Whether you require a compilation, review or a full audit we can assess your needs and handle your audit in a professional manner.

Investments

Investments

As an independent advisory firm, we have the luxury - the privilege - of keeping your best interests in mind. Your best financial interests include a complete, integrated solution that allows you to enjoy the life you've worked hard to build.

Dobrusin Financial specializes in customized, comprehensive strategies in investment, retirement, estates, taxes and risk management. We construct your portfolio so that these key areas are designed to work together to grow and protect your wealth.

Financial Planning

Financial Planning

Benjamin Franklin once said, “If you fail to plan, you are planning to fail.” A financial plan is imperative for all people no matter how much wealth you have accumulated. At Dobrusin Financial we will work with you to create a comprehensive plan based on your current financial situation. We will then continually monitor and update the plan as circumstances in life change. Your plan will provide direction on how to achieve your financial goals and live the life you want.

Retirement

Retirement

Retirement is what we work our whole lives for. It's a time for leisure, family, and relaxation; a time to enjoy the good things in life. The reality though, is that many individuals fail to plan. They constantly worry about money, work well past retirement age because they have to, or have to severely down scale their lifestyle. If you're not financially ready, retirement can seem like a life sentence, not a well-deserved vacation. However far, or close, retirement is down the road, we will review your specific needs, goals and timeline. We'll prepare a solid plan, so you can face retirement with confidence.