Do you need financial help?

Are you maximizing your tax savings?
Are you taking advantage of all your opportunities to limit tax liability?
Are you reviewing your financial structure every year based upon changes in the tax code?
Are you structuring your business in a financially appropriate way?
Are your businesses or investments as profitable as they should be?


I need financial help

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Our goal is to help people like you maximize how much money they are making every month. Our experience has proven that too many business owners and investors know how to run their business, but they don’t understand the best strategies to position their finances in the most profitable ways. We will increase your bottom line by...

  • Streamlining your financial reports and teaching you how to read them.

  • Structuring your businesses and investments in smart ways based upon your goals and objectives.

  • Reviewing financial statements to identify unleveraged assets and potential risks.

  • Implementing bookkeeping and inventory processes to mitigate losses and track profits.

  • Providing predictable tax expectations so you are never surprised.

  • Serving as your CFO, Controller, or Bookkeeper and helping you to know when you should hire someone.

 
 

Our Process

I want to start putting more money in my pocket today.

 
 
 

1

Schedule a Phone Consultation

2

Send Over Your Financial Statements

3

We Review Statements to See How We Can Help

4

We Meet to Present Our Findings

5

You Decide if You Want Us to Be Your Team

 
 
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Our Services

Get Started Today

Tax & Accounting

Tax Preparation
Financial Statements
Audits
Tax Strategy

Bookkeeping Services

Payroll
Sales Tax
Inventory

CFO Services

Financial Decision Making
Budget Creation
Asset Management

Capitalization and Cash Flow

Controller/Comptroller

Writing Checks
Paying Bills

Making Deposits

 
 

Our Team

 

The Industry Experts

 
 

Tim Baudier

Founder + CEO
Contact Tim

Holly Baudier

Office Administrator
Contact Holly

Matthew Hancock

Executive Administrator
Contact Matthew

Valarie Rumney

Staff Accountant
Contact Valarie

Gary Nelms

Staff Accountant
Contact Gary

 
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Contact Us

We’re Here to Help

504 636 8849
fax: 866 210 5370

info@dts-tax.com