DMA Tax & Accounting

Tax and accounting from one Monona office

DMA Tax & Accounting works from Monona, Wisconsin, and has served the greater Madison area for more than thirty years. The firm describes its central idea as treating a client's business as one part of a wider financial picture. In that view the company's accounts matter, but so do the owner's personal finances and the goals they hope to reach in working life and at home, so advice is planned with both in mind.

Tax preparation and the planning that comes before it

Tax work is the service most clients meet first. The firm prepares returns for individuals and for businesses, and it keeps extended opening hours during the filing season so that clients are not rushed. Its own account stresses planning as well as filing. Tax planning is presented as the means by which a business can keep more of its profits, and the firm links that planning to its wider management advice.

Bookkeeping and accounts at the client's premises

One feature the firm highlights is on-site bookkeeping. Instead of asking every client to bring paperwork to the office, staff will go to the client's premises to handle daily records, so the books are kept where the business operates. Ongoing accounting support sits alongside that work, covering the regular reporting a business needs and a review of those figures with the owner.

Consulting as a sounding board for decisions

The consulting side is described as a place to test ideas before committing. Clients bring plans for a new venture, a new product, an acquisition or a move to automated processes. The firm says every such decision has practical and tax consequences, so it sets out alternative plans, each designed to limit risk while keeping the upside, and then leaves the choice with the owner. It calls its advice prudent and timely.

Continuity with the same people

The firm places weight on personal, focused service. It says clients value continuity, meaning they work with people they already know rather than a changing set of staff. Relationships often begin at tax time and then extend to the business and the personal side of a client's finances over the years. Anyone who wants to start can arrange a consultation with the firm's staff.