Private Client Services

you-centric 
services

Recognizing that Privately Owned Businesses are the backbone of our economy DHG offers audit, tax and advisory services designed for every stage of a company’s lifecycle. Our professionals have extensive experience working with clients to build, manage and protect their wealth that is generated from an array of different focuses.

Private Client Services focuses on the combination of the entities and the individual recognizing the ultimate goal of personal wealth. Our integration of services takes our comprehensive understanding of your needs and how they evolve over time as the business grows and evolves and the individual plans for wealth accumulation and transfer. This integrated approach is one that is proactive, anticipating events instead of reacting to them all the while look for ways to mitigate risk, minimize tax exposure and build wealth.

Tax Planning and Compliance
A more proactive approach to your business assets, personal assets and wealth management goals.

Accounting Services and Solutions
Accounting systems, books and records, tax and financial statement preparation and support of your in-house team.

Business Strategy, Management and Planning
For the exit values that support your lifestyle in retirement.

Wealth Management and Financial Planning
Fee-only investment services that eliminate conflicts and serve your interests alone.

Retirement Planning
To help maintain an existing lifestyle for an indeterminate number of years. 

Estate, Gift and Trust Services
A comprehensive approach for your family, charitable trusts and foundations, probate and taxes.

Tax Planning and Compliance —

A more proactive approach to your business assets, personal assets 
and wealth management goals.

Accounting Services and Solutions —

Accounting systems, books and records, tax and financial statement preparation, and support your in-house staff.

Business Strategy, Management and Planning —

For the exit values that support your lifestyle in retirement.

Wealth Management and Financial Planning —

Fee-only investment services that eliminate conflicts and serve 
your interests alone.

Retirement Planning —

To help maintain an existing lifestyle for an indeterminate number of years. 

Estate, Gift and Trust Services —

A comprehensive approach for your family, charitable trusts and 
foundations, probate and taxes.

Tax Planning and Compliance —

A more proactive approach to your business assets, personal assets 
and wealth management goals.

Accounting Services and Solutions —

Accounting systems, books and records, tax and financial statement preparation, and support your in-house staff.

Business Strategy, Management and Planning —

For the exit values that support your lifestyle in retirement.

Wealth Management and Financial Planning —

Fee-only investment services that eliminate conflicts and serve 
your interests alone.

Retirement Planning —

To help maintain an existing lifestyle for an indeterminate number of years. 

Estate, Gift and Trust Services —

A comprehensive approach for your family, charitable trusts and 
foundations, probate and taxes.

Publications Publications
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Update on Payroll and Retirement Plan Changes Impact...
Federal and state regulations are constantly changing, and subsequently, such changes impact the payroll process, filing dates, and retirement plan
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Best Practices for Employee Retention
As the current job market gains momentum, especially for construction and real estate companies, you may find that employee retention, especially of your
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The Impact of Identity Theft on Tax Payers
With the advancements of technology in recent years, the world is more interconnected than ever. As innovation increases, so do the opportunities for your
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PATH Act and Expanded Benefits for Real Property - A...

Many people interpret the term déjà vu as referring to an occurrence of the exact same events multiple times and to many this is exactly how the
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Industry Issues



Services In Focus
Alerts, News
& Publications


IRS Offers Tax Relief for Victims of Hurricane Florence

The Internal Revenue Service (IRS) announced on September 15 that Hurricane...
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DHG Receives “Best of the Best” Recognition from INS...

Charlotte, N.C., August 20, 2018 -...
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SEC Amends Smaller Reporting Company Thresholds

On June 28, 2018, the SEC voted to increase the...
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Events



Blog

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Warranties seem
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Case Studies