Private Client Services

you-centric 
services

Recognizing that Privately Owned Businesses are the backbone of our economy DHG offers audit, tax and advisory services designed for every stage of a company’s lifecycle. Our professionals have extensive experience working with clients to build, manage and protect their wealth that is generated from an array of different focuses.

Private Client Services focuses on the combination of the entities and the individual recognizing the ultimate goal of personal wealth. Our integration of services takes our comprehensive understanding of your needs and how they evolve over time as the business grows and evolves and the individual plans for wealth accumulation and transfer. This integrated approach is one that is proactive, anticipating events instead of reacting to them all the while look for ways to mitigate risk, minimize tax exposure and build wealth.

Tax Planning and Compliance
A more proactive approach to your business assets, personal assets and wealth management goals.

Accounting Services and Solutions
Accounting systems, books and records, tax and financial statement preparation and support of your in-house team.

Business Strategy, Management and Planning
For the exit values that support your lifestyle in retirement.

Wealth Management and Financial Planning
Fee-only investment services that eliminate conflicts and serve your interests alone.

Retirement Planning
To help maintain an existing lifestyle for an indeterminate number of years. 

Estate, Gift and Trust Services
A comprehensive approach for your family, charitable trusts and foundations, probate and taxes.

Tax Planning and Compliance —

A more proactive approach to your business assets, personal assets 
and wealth management goals.

Accounting Services and Solutions —

Accounting systems, books and records, tax and financial statement preparation, and support your in-house staff.

Business Strategy, Management and Planning —

For the exit values that support your lifestyle in retirement.

Wealth Management and Financial Planning —

Fee-only investment services that eliminate conflicts and serve 
your interests alone.

Retirement Planning —

To help maintain an existing lifestyle for an indeterminate number of years. 

Estate, Gift and Trust Services —

A comprehensive approach for your family, charitable trusts and 
foundations, probate and taxes.

Tax Planning and Compliance —

A more proactive approach to your business assets, personal assets 
and wealth management goals.

Accounting Services and Solutions —

Accounting systems, books and records, tax and financial statement preparation, and support your in-house staff.

Business Strategy, Management and Planning —

For the exit values that support your lifestyle in retirement.

Wealth Management and Financial Planning —

Fee-only investment services that eliminate conflicts and serve 
your interests alone.

Retirement Planning —

To help maintain an existing lifestyle for an indeterminate number of years. 

Estate, Gift and Trust Services —

A comprehensive approach for your family, charitable trusts and 
foundations, probate and taxes.

Publications Publications
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Update on Payroll and Retirement Plan Changes Impact...
Federal and state regulations are constantly changing, and subsequently, such changes impact the payroll process, filing dates, and retirement plan
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Best Practices for Employee Retention
As the current job market gains momentum, especially for construction and real estate companies, you may find that employee retention, especially of your
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Tax Treatment of Vacation Rental Property as Schedul...

You may have dreamed of one day owning a summer beach house or a beautiful country cottage. You’ve decided to make this dream come true by purchasing a
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Alerts Alerts
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PATH Act and Expanded Benefits for Real Property - A...

Many people interpret the term déjà vu as referring to an occurrence of the exact same events multiple times and to many this is exactly how the
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Industry Issues



Services In Focus
Alerts, News
& Publications


DHG and NCM® Associates Announce Joint Venture

Charlotte, N.C., February 12, 2018 – Dixon Hughes Goodman...
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Tax Reform Retools, Upgrades R&D Incentives
The Tax Cuts and Jobs Act (P.L. 115-97 or the Act) was signed into law on...
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Steps to Reduce Exposure to Penalties from Non-Compl...
The Department of Defense (DOD) issued an interpretive rule on December 14,...
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Events



Blog

Have You Heard of...
WCSC-TV’s Live 5
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Warranty Woes in ...

Warranties seem
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Case Studies