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Dickson & Associates provides a wide range of services to individuals and businesses in a variety of industries. Our professional services include:

Accounting Services

Tax Services



Accurate record-keeping can be time-consuming and difficult. We can help you with the daily and monthly bookkeeping tasks, such as recording transactions and performing reconciliations. We’re available to work onsite or remotely.

QuickBooks Accounting Assistance

As Certified QuickBooks Pro Advisors, we can help you select the right version of QuickBooks, set-up and customize QuickBooks to your needs, and personally train you. Additionally, we’re available to provide technical assistance on your specific issues.

Payroll Services

We provide the full range of payroll services, including data input, federal and state tax reporting, and year-end processing.

Financial Statements

Financial statements - there are three levels of assurance, including audits, reviews and compilations.

Audits offer the highest level of assurance to third parties, and include in-depth examination and confirmation of account balances, inventories, and selected transactions. We perform audits for you to remove errors, ascertaining the validity and reliability of your information.

Reviews provide limited assurance to outside interests. They involve inquiries and analytical procedures that confirm financial statement matters and identify items requiring further analysis. We perform reviews to ensure the integrity of your data.

Compilations are usually requested for internal purposes and are based upon information provided by a company's management.

Knowing which is the right service is not always apparent. We work with you and your Bank, or Investors and other parties to determine which level of assurance provides the best value for your goals.

Litigation Support and Forensic Accounting

Our litigation support and forensic accounting services including commercial litigation, financial investigations, and business sales and purchases. These services can involve quantification of economic loss or damages, analysis of financial records, and due diligence investigations.

Tax Planning

Tax planning can help you make decisions that minimize your tax liability. We work with our clients to take advantage of the current and changing tax laws. We are knowledgeable and up-to-date, and will help you understand how laws and programs affect you.

Tax Preparation

We prepare federal and state income tax returns for individuals, businesses and nonprofits. Additionally, we prepare a broad range of federal, state and local business returns including state sales and use tax and personal property tax.

IRS, State, and Local Representation

Professional representation can be vital during an audit, and our experience with tax authorities enables us to guide clients in their dealings with federal, state, and local agencies. If you have been chosen for an audit, our professional representation will make the difference in the development and presentation of your position.

Entity Selection and Restructuring

Your business entity greatly impacts your tax and general liability and goals. We can guide you to make the best decision for your situation, and later help you restructure as your business grows. With our knowledge and expertise, you will receive the best entity for the functions your business performs.

Employee Benefits, Pension and Profit Sharing

Choosing and administering benefit plans for your employees is often a complex process. We can help you develop and implement, your benefit, retirement, and profit-sharing plans that reward your employees and lower your tax liability.

Financial and Retirement Planning

A comfortable retirement can be a matter of proper planning. With our expertise, we can guide you through tough decision-making processes such as college education funding, retirement plans, insurance, tax, estate, and business succession planning.

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