At DRT, we have been helping our clients with traditional tax, bookkeeping, and accounting services since 1955.
Custom Accounting Services for Your Life or Business
Bookkeeping, Compilation, and Review Services
Does bookkeeping take up too much of your valuable time? Our bookkeeping advisors can relieve you of this task so you can focus on the tasks that help you grow a strong, financially healthy business. Our services include:
- Monthly or quarterly bookkeeping
- Financial statement compilation and review
- Payroll and payroll tax calculations
- Accounting assistance
Tax Services
Ben Franklin reminded us that “nothing is certain but death and taxes.” As our most requested service, DRT has years of experience performing tax consultant services, including:
- Income tax
- Sales and use tax
- Payroll tax
- Excise tax
- Estate and gift tax
Risk Analysis and Assessment
Life and business are inherently risky, but we help our clients navigate and prepare for risk in a way that protects their long-term financial wellness. Our CPAs can guide you in several ways, including:
- Identifying the risks in your financial planning process
- Developing a comprehensive risk strategy plan
- Guiding you with specific insurance recommendations to mitigate risk
Business Consultations
As a business owner, you already have invested your time in becoming an expert in a specific field. DRT would like to be your expert in these areas:
- Improving operational efficiencies
- Managing stockholder issues
- Buying or selling interests
- Stock-redemption and buy/sell agreements
- Exit strategies
- Job costing
Contact
Send us a message
Get in touch
DRT Financial Advisors
1006 N Woodland Blvd
DeLand, FL 32720
(386) 734-9441 phone
(386) 738-5351 fax
Mon-Fri: 8 am-5 pm
We close noon on Fridays from Memorial Day through New Year's Day.
