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Services

Financial & Tax Guidance [Return to List of Services]

Dierking, Lockie & Associates can provide you with the financial and tax guidance you need. Turn to us for the following services and more:

  • Income tax planning
  • Retirement and benefit planning
  • Divorce tax planning
  • Projections, budgets, and goals
  • Business management advisory service
  • Business expansion and cost control
  • Insurance review and guidance
  • Business valuations
  • Keeping a business within the family
  • Loan application packages
  • Estate planning
  • Expert testimony
  • Prevention and detection of embezzlement and fraud
  • Lease-buy decisions
  • IRS representation
  • Personal financial planning
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