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Our Services

CLOSELY-HELD & FAMILY BUSINESS

As your company grows or you start your own business, you must focus additional time and effort on both operations and financial concerns. Allow Duggan & Massey to be your business partner assisting you in financial matters. Our professional staff can advise you on all aspects of state and federal income tax laws, tax deferral and minimization strategies, how to maximize cash flow, and the potential tax impact of business or investment decisions. We strive to work with your other professional advisors to help you get the most out of your business.

Our business services include, but are not limited to:

  • Entity Selection
  • Succession Planning
  • Performance Measurement and Benchmarking
  • Strategic Planning Development and Implementation
  • Accounting Software Consulting
  • Accounting and Bookkeeping Services
  • Fixed Asset and Depreciation Maintenance & Planning
  • Budgeting & Forecasting
  • Compiled, Reviewed, and Audited Financial Statements
  • Income Tax Preparation
  • Tax Planning
  • Merger and Acquisition Services
  • Assistance with Banking and Insurance Relationships
  • Retirement Planning Consulting

PRIVATE CLIENT SERVICES

We invite you to build your future with us, whether it is the future of your business or your own personal finances. Duggan & Massey provides a variety of services to answer your unique needs. Our professional staff can advise you on all aspects of state and federal income tax laws, tax deferral and minimization strategies, how to maximize cash flow, and the potential tax impact of business or investment decisions. We strive to work with your other professional advisors to help you excel in your financial matters.

Our private client services include, but are not limited to:

  • Tax Projections
  • Retirement Planning
  • Education Planning
  • Estate Planning
  • Family Limited Partnership Consulting
  • Trust Consulting
  • Charitable Planning
  • Insurance PlanningIncome
  • Tax Preparation
  • Personal Budgeting and Cash Flow
  • Lease vs. Purchase Decisions

PROFESSIONAL PRACTICE SERVICES

At Duggan & Massey, our emphasis is on planning and thinking ahead to meet the needs of your firm. Whether we are recommending tax reduction strategies, preparing your tax return or financial statements, or proposing strategies to reach your financial goals, our focus is always looking to your future. We strive to work with your other professional advisors to help you get the most out of your business.

Our professional practice client services include, but are not limited to:

  • Entity Selection
  • Budgeting and Forecasting
  • Performance Measurement and Benchmarking
  • Strategic Planning Development and Implementation
  • Alternative Minimum Tax Analysis
  • Compiled, Reviewed, and Audited Financial Statements
  • Income Tax Return Preparation
  • Cash Flow / Asset Management
  • Accounting Software Consulting
  • Monthly and Quarterly General Ledger Reviews
  • Retirement Planning Consulting
  • Succession Planning

REAL ESTATE INDUSTRY

At Duggan & Massey, our emphasis is on planning and thinking ahead to meet the needs of your real estate firm. Whether we are recommending tax reduction strategies, preparing your tax return or financial statements, or proposing strategies to reach your financial goals, our focus is always looking to your future. Real estate developers, owners, managers, and investors are a significant division of our practice at Duggan & Massey. We strive to work with your other professional advisors to help you get the most out of your business.

Our real estate industry client services include, but are not limited to:

  • Entity Selection
  • Like-Kind Exchange and Gain Deferral Technique Consulting
  • Preferred Return Calculation
  • Partnership Income and Loss Allocation
  • Income Projections
  • Budgeting and Forecasting
  • Performance Measurement and Benchmarking
  • Compiled, Reviewed, and Audited Financial Statements
  • Income Tax Return Preparation
  • Lease vs. Purchase Analysis
  • Planning for Structure of Real Estate Ventures
  • Operating Agreement Consulting

Ready to Learn More

Give us a call us today:

404-262-3300