Tax, Business and Investment Services / DHS Associates

Welcome

Welcome to our website!

DHS Associates offers a unique blend of tax, investment, and small business services to individuals, businesses, and organizations.

As an adjunct to the typical tax practice, we utilize our tax expertise and practical knowledge to provide a unique perspective to our clients in developing tax-advantaged investment strategies, retirement planning and business planning approaches with a view toward maximizing tax savings and leveraging those savings toward longer-term business, income or retirement goals.

Services

Our services encompass nearly every aspect of financial life.

Tax

Income Tax Preparation - (Personal, business, entity, and all states)
IRS Problem Resolution / Audits / Collections
Sales and Use Tax
Payroll Taxes
Non-Profit / Tax Exempt / Trust and Estate Taxes

Business Services

Full Service Bookkeeping and Payroll Services
Quickbooks Accounting and Quickbooks Consulting
Business Start-up considerations
Entity Selection (Corp, LLC, Partnership, Sole Proprietorship)
Small Business Benefit Planning
Retirement Plans and Implementation (401, Profit Sharing, SEP/SIMPLE, IRA, TSA, etc)

Investment Services

Retirement Planning and Retirement Plan Products
Traditional "retail" Investment Brokerage Services
Tax-oriented investment solutions, such as: real estate 1031-exchange programs; energy-related investments; strategies involving tax-credit programs; tax-free income strategies; as well as various tax deferred programs and strategies including college funding, retirement plans, TSA's; and tax-efficient investment strategies.
Managed portfolios and fee-based investment programs

Securities and Investment Advisory Services offered through Don Shannon, registered representative and registered advisory representative, Securities America, Inc. and Securities America Advisors, Inc., respectively, Member FINRA/SIPC. DHS Associates and Securities America are separate and unaffiliated companies. Securities and Investment services are only available to clients in the individual states in which representative is registered.

Our Firm

Our firm, located in the heart of the "49'er Gold Country" in Jackson, CA has been offering tax, business and financial services to our clients since 1989. We are located on Main Street in the Historic Downtown Jackson business district.

Free Reports and Newsletters

Reduce your taxes... Make better business decisions... and learn how to grow your wealth by reading our Free Reports on financial strategies for business owners, individuals, and investors. You also get the latest breaking tax saving strategies in our monthly newsletter.

Tools and Resources

We have many resources available on this website to help you with your financial life. Feel free to use them as needed. Be aware that many of the tools and calculators are "generic" and cannot account for all aspects of your particular, unique situation. That is where we come in - feel free to contact us if you have any questions or would like further information on any of our services or tools.