Dominion Enterprise Services

Dominion Enterprise Services - Tax Experts for Financial Advisors - We specialize in tax guidance for RIAs, IBDs, and 1099 Advisors with annual revenues of $500k-10M- Our first step is to optimize your tax structure to support your growth plan- Next, we provide quarterly planning to monitor projected tax liabilities, allowing for strategic cash flow management and tax reduction- We prepare income tax filings as your year-end scorecard- No surprises on April 15th—your tax liability will be known and planned for in advance. How does it work? Intro Call: We start with a call to assess if we are a good fit for your needs. Assessment Engagement: We conduct an initial assessment to understand your current tax situation. Full Planning Session: Based on the assessment, we outline a comprehensive tax planning session. Monthly Subscription: We provide a proposal for a monthly subscription to handle ongoing tax planning and compliance.