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Services

How We Serve You

Through an ongoing consultative approach, we stay abreast of all life's changes and how they can affect your plans and your future. Whether you are planning for yourself, your family or your business, we take a personal interest in helping you live your dreams.

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, bookkeeping 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.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

mdempsey@dempseycpa.com |  (517) 265-5944