Successful professionals, entrepreneurs, wealthy individuals and family offices have specialized needs from their accounting advisors. Not only do you need sophisticated financial guidance, you need an independent perspective and the comfort of knowing that your advisor has your best interests in mind at all times.
The professionals at DP&C excel at serving high net worth individuals with the services they need to effectively manage and grow their wealth. Whether this means bringing your existing advisor team together and creating an effective plan or making a referral to complete your team and execute certain components of your plan, you will experience the difference in our approach.
Specialized services include:
- Gift and Estate Planning
- Succession Planning
- Insurance Review
- Trusts
- Family Business Services
To Learn More About This or Other Industries We Serve, Contact:
Jason Kors, CEO
As a family owned business, your business mission and purpose takes on special meaning. Not only do you seek to meet the needs of your customers, but you also serve to provide financial stability and security to current and future generations of your family.
Family owned businesses make up the vast majority of the businesses we serve, and therefore, represents a significant and important segment of your business. In many cases, we provide accounting, tax and consulting services to the business as well as tax and consulting services to the individual owners of the business.
Whether you seek accounting and tax assistance or more complex consulting, succession planning or estate planning, the professionals at DP&C are prepared and ready to become part of your family business team.
To Learn More About This or Other Industries We Serve, Contact:
Jason Kors, CEO
Terry Cronk, Shareholder
Today’s professionals represent one of the fastest growing segments of our economy and are as diverse as the clients they serve. Adding to this complexity are the challenges that a business must consider to remain profitable in today’s rapidly evolving economy. Clients in this industry benefit from advice on how to move forward with their goals and strategies without having to worry about the accounting and financial obstacles that could undermine company growth.
DP&C has been serving our region’s lawyers, medical practitioners, architects, engineers, dentists, orthodontists, and consultants since 1936. Are you unsure on how to welcome a new partner to your firm? Do you want to know the tax ramifications you may face in acquiring a new practice? From multi-owned professional companies to sole-proprietors, our staff has expertise in assisting today’s professionals with financial reporting, taxation, tax planning and business development needs, tailored for professionals, by professionals.
To Learn More About This or Other Industries We Serve, Contact:
Jason Kors, CEO
Does your co-op have an accountant and advisor with the depth and experience that comes from serving multiple co-ops just like yours? Whether your utility company is organized as a cooperative or as a mutual company in the State of Washington, we fully understand the cooperative structure. We strive to provide exceptional service to ensure that the members of utility cooperatives know they are with a firm that cares about their success as if it were our own.
We understand that utility cooperatives are a very unique industry that requires expertise and experience. In our continued commitment to provide quality services, our firm is a member of the Washington Rural Electric Cooperative Association (WRECA). We are committed to attending relevant national and local conferences associated with the WRECA, NRECA and the CFC. These associations provide us with accounting and tax education uniquely tailored to our 501(c)(12) utility cooperatives. This access allows us to fully understand the differences and similarities of utility cooperatives compared to other companies. It also provides us with networking and professional development opportunities that support the utility cooperatives’ interests in standard setting processes, enabling us to effectively service our clients.
In addition, we have extensive knowledge and expertise with the Washington State Public Utility Tax. We have had success in assisting our clients through various deductions and exemptions available specifically to water and electric utilities.
To Learn More About This or Other Industries We Serve, Contact:
Ed Ramos, Shareholder
Zach Parsons, Shareholder
Being located near the Port of Tacoma for so many years, we understand the importance of the distribution industry to our local market as well as to the nation.
Distributors face a specific set of challenges. Operational challenges like technology and logistics. Add in cross-border trade, state and local taxation and transfer pricing and you have a web of complexities not experienced by almost any other industry today.
The experts at DP&C have the specific experience needed in the distribution industry to make sure your financial and operational platform is as efficient and effective as possible – resulting in maximum return and profitability
To Learn More About This or Other Industries We Serve, Contact:
Terry Cronk, Shareholder
As a not-for-profit organization, you want to fulfill your mission to those you serve. The stronger your financial platform is, the easier that becomes. DP&C possesses the specialized knowledge and experience for our not-for-profit clients’ industry specific tax, audit, accounting and consulting service needs to ensure strength and viability. In addition, we are committed to supporting our local not-for-profit organizations through donations, serving on boards and supporting special events.
As members of both the American Institute of Certified Public Accountants (AICPA) Governmental Audit Quality Center (GAQC) and Not-For-Profit Center, we gain access to comprehensive resources that assist us in further enhancing the quality of our not-for-profit audits. The resources provide us timely information on a variety of technical, legislative and regulatory subjects that we can, in turn, apply to our audits to ensure compliance with the appropriate standards and changes in regulations. In addition, our memberships provide us the opportunity to network and exchange information with others in the not-for-profit auditing community via Online Member Discussion Forums, conferences and teleconferences. This enables us to learn and enhance best practices on our not-for-profit audit engagements.
As a member of the Centers, we commit to adhere to the highest quality standards by voluntarily agreeing to the Centers’ membership requirements. These include designating a shareholder responsible for the quality of our not-for-profit audit practice, establishing quality control programs, performing annual internal inspection procedures, and making our peer review report findings publicly available.
For more information visit the AICPA Governmental Audit Quality Center and AICPA Not-For-Profit Center
To Learn More About This or Other Industries We Serve, Contact:
Ed Ramos, Shareholder
Bryce Comfort, Shareholder
As a sponsor of an employee benefit plan, you want to ensure your plans compliance with Department of Labor standards and requirements. Generally, when a plan’s total eligible participants reach 100, a plan audit is required.
At DP&C, we understand the complexity of performing employee benefit plan audits. That is why we have a dedicated team of auditors that possess the specialized knowledge and experience to help ensure compliance with the appropriate standards and changes in regulations that may impact our client’s employee benefit plan audit.
With a specialized niche in performing employee benefit plan audits, we presently audit the plans of dozens of companies. We plan and execute our audits in a way that maximizes audit efficiency and quality while offering plan administrators and human resources personnel confidence in their plan reporting and management.
As a member of the AICPA’s Employee Benefit Plan Audit Quality Center, we commit to adhere to the highest quality standards by voluntarily agreeing to the Center membership requirements. These include designating a shareholder responsible for our employee benefit plan audit practice, establishing quality control programs, performing annual internal inspection procedures, and making our peer review report findings publicly available, among others. For more information visit the Employee Benefit Plan Audit Quality Center.
To Learn More About This or Other Industries We Serve, Contact:
Ed Ramos, Shareholder
Zach Parsons, Shareholder
Located in the heart of Tacoma since 1936, DP&C understands the importance of the manufacturing industry in our local market as well as for the nation. With foreign competition and the rising cost of materials and fuel, today’s manufacturers face steep challenges in being competitive while remaining profitable.
Are you taking advantage of the taxation benefits available as a domestic producer in the United States? Would you benefit from receiving help in understanding UNICAP, or the regulations associated with out-of-state sales? Perhaps you have questions regarding the application of manufacturing overhead to cost of sales or are looking for advice on strengthening internal controls on the factory floor; we have the resources and the professional staff to assist our clients in tackling these tough questions as well as to provide essential financial and tax reporting services in a courteous and timely manner.
The top four missed opportunities for manufacturers are:
- Domestic Production Activities Deduction
- Interest Charge Domestic International Sales Corporation (IC-DISC)
- Cost segregation study on their building
- Sales and B&O Tax minimization analysis
To Learn More About This or Other Industries We Serve, Contact:
Terry Cronk, Shareholder
Bryce Comfort, Shareholder
As a closely-held or family-owned entity operating in the real estate market, this commitment to service can and has proven to be invaluable. We are able to assist our clients with their reporting needs, whether audited financial statements to a commercial lender or for a wholly-owned real estate project. Our real estate practice group is comprised of professionals with extensive expertise in the real estate sector who recognize the benefits and opportunities related to financial reporting and advantageous taxation positions. We possess a proven track record of assisting real estate developers, owners, investors, managers/operators, and lenders in maximizing the value of their real estate investments.
Our clients encompass a broad range of entities and structures, including C and S corporations, limited liability companies, partnerships, investor-financed projects and individual investors in areas that include commercial, office, retail, industrial, residential, and historic properties.
To Learn More About This or Other Industries We Serve, Contact:
Terry Cronk, Shareholder
Bryce Comfort, Shareholder
Jason Kors, CEO
Construction contractors represent a large and diverse group of businesses at DP&C ranging from large, well-established general contractors with decades of experience, to small, sole-proprietor subcontractors just getting started. We understand the specific and unique business challenges related to construction industry accounting, taxation, banking and surety needs and are able to provide the expertise to help our clients make educated decisions that will help them strengthen their competitive position and maximize wealth building opportunities.
We have staff members who regularly attend industry specific conferences and have developed relationships with advisors and representatives within the industry. We also have staff members involved in the Construction Financial Management Association (CFMA) and Associated General Contractors (AGC). We believe this provides us with invaluable insight that we can, in turn, use to our client’s advantage.
To Learn More About This or Other Industries We Serve, Contact:
Terry Cronk, Shareholder
Bryce Comfort, Shareholder
