SERVICES

We offer a complete range of services:

Tax Planning and Compliance
• Research, including the latest changes in tax law
• Federal and multistate income tax filing
• Tax audit examinations
• Tax strategies for retirement plans
• Tax aspects of mergers, acquisitions, liquidations
• State and international tax issues
• Property, payroll and sales taxes

Estate and Succession Planning
• Goal setting and succession plans
• Estate tax minimizing structures
• Family-owned assets and businesses
• Trust advice
• Estate and trust administration
• Assistance with valuations

Daoro Zydel & Holland provides Solutions for Your Success.

DZH has an extensive accounting practice and provides complete financial reporting services to clients. Whatever your type of business, we can meet your service needs and offer audits, reviews and compilations of financial statements. Client accounting is also offered which includes the maintenance of client general ledgers and preparation of monthly, quarterly or semi-annual compiled financial statements.

Our accounting work is of high quality, cost effective and completed on a timely basis. We have a committed group of knowledgeable professionals who can quickly gain an in-depth understanding of a client's business and operations.

Auditing is a core area of DZH's professional practice. Our audits are carefully planned, well organized and completed on a timely basis. We take a risk-based approach to our audit engagements, spending most of our time in areas susceptible to misstatement. During the audit, we identify ways to improve overall operations and provide constructive recommendations to management.

We are always available to answer questions on accounting, regulatory matters, reporting and general business judgements. Our objective is to be your financial consultant on business matters and to provide Solutions for Your Success.

We recognize that managing taxes is a key company objective and will work with you to accomplish your financial goals. Our focus is to lower your tax obligation while complying with the tax requirements of local, state and federal tax laws.

Core tax services include:
• Individual Taxation
• Current and long-range planning
• Personal retirement planning
• Estate and gift planning and reporting

• Corporate Taxation
• Corporate acquisitions and reorganizations
• Multi-state returns
• Consolidated returns
• Maximizing key employee income
• Formation and liquidation

• IRS/State Tax Authority Audit Management
• Representation and negotiation with federal and state tax authorities
• Resolution of audit issues
• Response to correspondence inquiries

It has been said that the only thing permanent is change. This is especially true of business. We help our clients not only to identify change as it happens, but also to react to the change proactively so that our clients stay ahead.

When the economy is contracting our clients need to contract as well. Right-sizing is the process of structuring your company to the size of your sales. We can help with the painful process of cost-cutting by suggesting outsourcing alternatives, by identifying unnecessary costs, and by carefully planning the timing of discretionary spending. Should bankruptcy become inevitable, we can help minimize the pain and help you through the process.

When the economy is growing our clients are growing also and their thoughts often turn to mergers and acquisitions. We can help identify targets, assist with negotiations, but most importantly to structure the transaction so all parties benefit. There are many decisions to be made along the way, from accounting for goodwill to contemplating a Section 338 election. If this is your first merger or acquisition, you can rest assured that it is not our first.

Whether the economy is growing or contracting, we help our clients manage their balance sheets. We ensure that there is an appropriate balance between equity and debt, that long-term debt is funding long-term assets, and that growth is controlled so that working capital is sufficient to ensure that profitable clients stay profitable.

No one lives forever. However, those that leave the best legacy are those who recognize this eventuality and plan accordingly. We always start by listening to you, your plans and your desires. After listening, we can suggest ways to structure your affairs today to allow your plans to materialize.

If you own your own business, a succession plan is critical. Keyman life insurance, buy-sell agreements, retirement planning and business valuations are some of the techniques we consider. Perhaps you could sell your business to your employees through an Employee Stock Ownership Plan (ESOP) structure. Maybe your heirs are already involved in your business and what is needed is a concrete plan of transition. Most importantly, we are your friend and counselor...we understand that the best advice often is unrelated to technical aspects of business.

A well-thought estate plan should accomplish two goals: smooth the transition for your heirs and minimize loss of value to estate tax. Although the estate tax can diminish your legacy by as much as half, there are many tools available to minimize such loss: qualified personal residence trusts, family limited partnerships, marital and GST trusts, and grantor retained trusts, to name just a few. We are familiar with these tools and can explain their benefits to you to allow you to decide and plan. The potential for savings is very significant.