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At Dempsey & Dempsey Financial Services, we provide personalized financial strategies to help individuals, families, and businesses plan confidently for the future. With experienced guidance and a long-term perspective, we're here to support your goals every step of the way.

How We Serve You

Our commitment to you is built on an ongoing, consultative relationship. We take the time to understand your evolving needs and adjust your financial strategies as life unfolds — whether that means changes in your career, family, or business. By staying closely connected, we’re able to provide personalized guidance that aligns with your goals and helps turn your vision for the future into reality. At Dempsey & Dempsey Financial Services, your aspirations become our priority.

Tax & Accounting

Tax & Accounting

Dempsey & Dempsey Certified Public Accountants is a full-service tax firm. We work with small businesses, individuals and families, specializing in trust and estate tax. We understand that dealing with taxes and bookkeeping can be stressful and time-consuming, so we strive to make the process as seamless as possible.

We are QuickBooks experts and offer help with preparing individual and business tax returns, tax planning, social security planning, retirement planning, estate tax preparation, business consulting and other services. 

Wealth Management

Wealth Management

Through our affiliation with Willis & Machnik Financial Services, we provide comprehensive wealth management services. As CPAs and CERTIFIED FINANCIAL PLANNER™ practitioners, we view financial planning through a tax-intelligent lens. We specialize in helping individuals develop sound retirement strategies and offer a personalized, hands-on approach.

We educate our clients about financial concepts and products, taking the mystery out of investing, insurance, estate conservation and preserving wealth.

We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well-being.