DreamBuilder Financial

DreamBuilder Financial is an accounting practice that helps small business owners and individuals keep their finances in order. Its team handles tax preparation and offers guidance on filing, records and planning. The firm also publishes a blog and podcast aimed at people growing a small business.

Services

• Tax preparation: corporate and personal income tax returns, including advice on deadlines and filing on time.
• Tax guidance: help with claims, deductions, record keeping and the documents needed if a return is queried.
• Financial planning support: practical suggestions on decisions such as retirement savings and using tax refunds.
• Small business advice: articles and podcast episodes on moving a business past a growth plateau.

Who it serves

The firm speaks mainly to small business owners and individual taxpayers, including sole traders who file business income on a personal return. Its published material refers to United States tax rules.