TAX PLANNING &
COMPLIANCE

FIND PEACE OF MIND WITH HELP FROM OUR TAX PLANNING AND COMPLIANCE EXPERTS.

MINIMIZE YOUR TAX LIABILITY. STAY COMPLIANT WITH COMPLEX TAX LAWS. PLAN FOR SUCCESS.

Want to minimize your tax liability while maintaining compliance with state and federal tax regulations? At DPB, our team of financial experts is committed to providing you with personalized tax planning services so you can achieve your financial goals.

Tax planning is a complex, time-consuming process, and with so many laws and regulations to keep track of, finding the right financial firm is critical to your success. Our team is ready to work closely with you so we can understand every detail of your financial situation.

SCHEDULE A CALL

INDIVIDUAL TAX PLANNING

Effective tax planning gives you the crucial edge you need to minimize the taxes you owe. Our individual tax planning services give you the expert support you need to maximize your tax benefits, minimize your liabilities, and ultimately, grow your wealth.

When you work with DPB, our tax planning experts will work to analyze your financial situation and develop a customized tax plan to take advantage of every available savings opportunity. You don’t have to worry about the ever-changing tax law landscape—our team is always up to date on the latest changes that affect you.

BUSINESS TAX PLANNING

For businesses, tax planning is a critical part of maintaining a competitive edge. Is your tax planning strategy giving you the customized support you need to improve profitability, maximize cash flow, and grow your bottom line?

Our firm is dedicated to giving you the individualized guidance you need to create the ideal tax planning strategy for your organization. When you work with DPB, we will analyze your business finances and help you identify every possible deduction and credit, structure transactions for minimal tax liability, and give you guidance on structuring your business for optimal tax benefits.

TAX COMPLIANCE

Our experienced tax compliance professionals are here to help you ensure your business meets all tax laws and regulations. Tax compliance issues can put unforeseen stress on your business and result in severe financial and legal consequences, not to mention the effect they can have on your reputation.

Whether you need help communicating with tax authorities, audit support, or any other tax compliance guidance, DPB works closely with you to resolve any issues affecting your business.

AT DPB, WE PROVIDE THE VALUE AND SUPPORT OF A BIG FOUR ACCOUNTING FIRM AT MORE ATTAINABLE PRICES.

Our goal is to help you optimize your financial opportunities, so you can plan for the future. The expertise and experience of our team allow you to reap the benefits of working with a big-name CPA firm without the exorbitant price tag. Are you ready to stay in compliance and maximize your tax savings? DPB has the knowledge you need.

TESTIMONIALS

    
 
 
        
   Spencer Robson 
 2023-02-01
 
 
  If you are looking for a competent, dependable, honest and fairly priced services, this is the place. Highly recommend!
  
 
       
   saysmar navarro 
 2020-02-22
 
 
  I highly recommend this firm, the best service.
  
 
       
   Patricia Rodriguez 
 2018-05-27
 
 
  Great CPA firm. This is my first tax declaration and Cristina answered all my doubts and always gave my family excellent service. I totally recommend this firm.
  
 
       
   Main A Advertising 
 2018-05-18
 
 
  I have known Jorge de la Hoz for over 30 years; they have been the only accounting firm we have used in our 24 year history. They have assisted us with basic CPA and accounting functions, as well as more complex tax and corporate structure issues over the years, always to our complete satisfaction. I would highly recommend them.
Tony Baradat, President AB&A Advertising, Digital, Media
  
 
       
   Francisco de la Camara 
 2018-05-16
 
 
  They are a very knowledgeable team of CPA's and provide excellent service and advice.
  
 
       
   ALEJANDRA E FINOL DE MONTENEGRO 
 2018-05-15
 
 
  For many years, Cristina/ David and their team, have continue to provide an excellent tax consulting/auditing services.  I highly recommend them.
  
 
       
   Hernan Vera 
 2018-05-13
 
 
  I've been using De La Hoz, Perez & Barbieto for business advice and tax planning/preparation since 2012 and they have been great to work with. If you are looking for a competent, dependable, honest and fairly priced services, this is the place. Highly recommend!
  
 
       
   Cristina Ramirez 
 2018-05-11
 
 
  Having known Mr. De La Hoz, since my youth and college, it was my luck to have had him serve as my accountant. I knew I could count on him for his professionalism, concern, and discretion. Just recently I consulted him in a very pressing manner to which he responded with alacrity. De La Hoz, Perez, and Barbeito, CPA is a firm I know I can turn to with confidence.
  
 
       
   Edward Vizcaino 
 2018-05-11
 
 
  We always get the best service and advice.  I work with  many tax professionals in my role as a Financial Advisor,  and have clients that are very satisfied with Jorge De la Hoz , and the firm in general.  This is a top notch firm.
  
 
  
  
 
 
   Google rating score: 4.7 of 5, based on 13 reviews