Strategic tax consulting, planning, and compliance services with a personal touch
The Firm is organized under a unique practice structure. Durbin Bennett Tax Advisors, Inc. is an employee owned company with an Employee Stock Ownership (ESOP) and provides tax and business consulting services. Attestation services are provided through Durbin Bennett Certified Public Accountants, a licensed independent CPA Firm.
A Holistic Approach to Your Financial Needs
A properly structured financial plan enables you to bring clarity to your financial situation and helps provide a framework for making financial decisions. Through the financial planning process, we can help you assess your financial position and develop strategies to achieve your goals and strengthen your financial security. Financial planning encompasses a wide range of services. At Durbin Bennett, we first meet with you to gain an understanding of your overall financial picture, and then together determine what areas of focus are most appropriate for your circumstances.
Comprehensive Tax, Estate and Gift Planning
Clients expect proactive service. Part of this expectation can be met by developing strategies designed to minimize tax liabilities, whether income tax, transfer tax (gift and estate), or other taxes. Our experienced tax professionals enhance their skills in such areas by actively participating in continuing professional education, as well as collaborating with other prominent practitioners in the legal and tax communities. Advanced training is an important factor in helping our clients achieve their goals and grow their wealth.
Effective estate and gift planning facilitates the orderly transfer of wealth to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the estate tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We work with our clients in accomplishing personal objectives through estate planning, working closely with their legal counsel.
Our Firm has developed a customized estate and succession planning documentation manual so that your financial affairs will be organized and orderly. This is a useful tool to communicate with your various professional advisers. More importantly, it provides a road-map for your family if something should happen to you.
Simplifying Tax and Financial Planning for Your Future
