| Monthly Accounting: The core of our practice for nearly four decades Probst, Dallmann & Associates can take care of every level of monthly accounting requirements. In all areas of service, we adhere to the highest professional standards and ethics.
- Balance sheets
- Income and expense statements - current period and year-to-date
- Detailed general ledger printout
- Transaction printout
- Bank reconciliations
- Payroll and tax deposits
- Monthly or quarterly sales tax
- Quarterly payroll tax and reports
Total Accounting Outsourcing Service (TAOS) Ideal for small businesses, Probst, Dallmann & Associates will act as a complete offsite accounting department. The TAOS program includes all the services listed above, plus:
- Accounts Payable/Accounts Receivable
- Payroll checks on a weekly, biweekly, semimonthly or monthly basis
- Reports: check register, earnings, new hire
- Check writing and signing
- Billing
- Off-site backup
Tax Services The collective experience of Probst, Dallmann & Associates will provide you with confidence as you plan your personal and business future. Whether you're starting a new business or seeking to improve profits in your existing business, you'll find our corporate experience helpful. We'll help you watch expenses, determine deductibility, make projections, and minimize total taxes.
Business Solutions and Strategic Planning From the sole-proprietorship to the closely held corporation, Probst, Dallmann & Associates provides effective business consulting services. Our clients' diversity requires us to understand organizational structures. We will review your entity to be sure you're operating in the form that's best for your business and tax situation.
Tax Preparation Probst, Dallmann & Associates will prepare all federal and state tax returns, ensuring that you are paying the lowest taxes possible. You'll benefit from the fact that we keep up to date on the ever-changing tax laws. You'll be advised of changes that will affect you and of tax-saving opportunities for your unique situation.
Tax Planning and Compliance In addition to preparing tax returns, we will advise clients on tax planning issues such as compensation, entities, optimization of liability, estate and gift taxation, and tax shelters. We'll also represent you in the event of an audit.
We provide high-quality, value-added service to enhance your well-being and business bottom line.
Financial Services As your financial consultants, Probst, Dallmann & Associates will work with you to increase your personal wealth and secure your future. Our services include net worth analysis, trusts, family gifting, college funding, retirement planning, and family business transfers. Our specialties:
Retirement PDA will help you identify your financial goals for retirement, then develop and document a plan to help you achieve financial security. We'll help you determine the appropriate percentage to save for retirement, keeping in mind issues such as medical costs and inflation. Then we'll meet to review your plan periodically to address changes in your personal and financial circumstances that occur over time.
Investments If you are saving for retirement, a child's education, or investing to meet other financial goals, we can help. We will assist you in structuring your investments to achieve the maximum return with no more risk than you want, and we will review your program regularly. Probst, Dallmann & Associates and our financial partners are licensed to recommend investments and perform transactions for you.
Insurance We are licensed to sell all types of policies to protect individuals and businesses, including long term health care, disability and liability insurance. Probst, Dallmann & Associates will help you manage risk and provide piece of mind.
Estate Planning Considering the value of your home and life insurance, estate tax is no longer a problem that affects only the very wealthy. We will serve as coordinator of your estate planning team to help you accomplish your objectives at the lowest possible tax cost.
Our promise: Uncompromising service, integrity, and attention to detail.
Industries Probst, Dallmann & Associates currently serves clients in the following industries:
Architecture, Construction & Landscaping Automotive Computers/Software Engineering Entertainment/Food Healthcare/Childcare Manufacturing/Distribution Nonprofit Professionals Retail Services |