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Dominion Enterprise Services - Tax Experts for Financial Advisors - We specialize in tax guidance for RIAs, IBDs, and 1099 Advisors with annual revenues of $500k-10M. - Our first step is to optimize your tax structure to support your growth plan. - Next, we provide quarterly planning to monitor projected tax liabilities, allowing for strategic cash flow management and tax reduction. - We prepare income tax filings as your year-end scorecard. - No surprises on April 15th—your tax liability will be known and planned for in advance. How does it work? 1. Intro Call: We start with a call to assess if we are a good fit for your needs. 2. Assessment Engagement: We conduct an initial assessment to understand your current tax situation. 3. Full Planning Session: Based on the assessment, we outline a comprehensive tax planning session. 4. Monthly Subscription: We provide a proposal for a monthly subscription to handle ongoing tax planning and compliance.

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