Expert Tax Services
Unlock Your Financial Potential
Beyond Compliance: Optimize Your Taxes, Build Your Wealth, and Achieve Your Dreams with Integrated Financial Planning.
Our Approach
Tired of Tax Season Stress & Missed Opportunities?
You know taxes are important, but navigating complex regulations, finding every deduction, and ensuring compliance can be overwhelming. Many individuals and businesses inadvertently leave money on the table or miss opportunities to strategically build wealth because their tax planning isn't integrated with their overall financial goals.
The Dream Builders Difference: Integrated & Strategic Tax Solutions
At Dream Builders Financial Services, we believe your tax strategy shouldn't exist in a silo. It's a powerful component of your comprehensive financial plan. We've launched our dedicated Tax Services Division to bring you:
Holistic Planning: Seamlessly connecting your tax strategy with your investments, retirement, and overall wealth management.
Expert Guidance: Led by a seasoned Certified Public Accountant.
Proactive Approach: We don't just file your taxes; we plan year-round to save you money.
Peace of Mind: Confidence that your finances are optimized and compliant.
comprehensive tax service packages
Find Your Perfect Fit
To cater to your unique needs, we've designed a tiered suite of services – from foundational support to advanced, integrated strategic planning. Each package is built to deliver maximum value, expertise, and peace of mind.
Silver Package
Ideal for: Individuals seeking professional personal tax preparation and basic strategic review.
Highlights: Financial Health Assessment, Current Year Tax Plan, Personal Tax Return.
Gold Package
Ideal for: Small business owners, individuals exploring entity structures, or those seeking early retirement planning guidance.
Highlights: All Silver features + Business Tax Return (1 Entity), Legal Entity Optimization, Core Strategy Guidance.
Elite Package
Ideal for: Complex businesses, affluent individuals, and multi-entity clients seeking ongoing, high-touch strategic partnership.
Highlights: All Gold features + Highest level of personalized advisory and frequent strategic coaching.
WHO SHOULD INQUIRE
Is Dream Builders’ Tax Service Right for You?
We're here to serve a diverse range of clients who understand the value of expert tax planning:
Individuals: Looking to optimize personal tax returns, plan for retirement, or manage complex investments.
Small Business Owners: Seeking to navigate business taxes, entity structures, and maximize profit.
High-Net-Worth Individuals: Requiring sophisticated strategies for wealth preservation and growth.
Anyone: Who wants to reduce tax season stress and turn tax compliance into a strategic advantage.
Ready to Transform Your Tax Experience?
Don't let another tax season pass without maximizing your potential. Let Dream Builders Financial Services and Steve Shay, CPA, build a smarter tax strategy for your future.
Still Have Questions? Call us at 401.241.6693 or email us.
