Assurance services are defined as independent professional services that focus on improving information for business decision-makers. They begin with expressing an opinion on our clients’ financial statements but go far beyond. We provide objective analysis used to understand financial conditions, identify risks, and manage resources.

• Audits, reviews and compilations
• Compliance audits
• Risk management
• Internal control audits
• Sarbanes-Oxley 404
• Due diligence procedures
• Fraud investigations and forensic accounting

Tax law is always changing. Our tax specialists know the “ins and outs” of taxing issues and can meet the complex reporting requirements to federal, state, multi-state and local tax authorities for all types of individuals and businesses.

• Individuals
• Corporate
• Partnerships and limited liability companies
• Trusts and estates
• Non-profit organizations

Knowing the tax laws is simply not enough. We are uniquely qualified to translate complex rules into optimum tax reduction strategies and solutions.

• Personal and business tax planning
• Entity selection
• Cost segregation
• Income shifting
• Tax deferral strategies
• Multi-state planning
• Capital gain conversion

Current tax laws allow the use of complex and highly flexible estate planning tools to accomplish your estate planning goals. Our professionals can review your current plan or develop a custom plan to meet your family and business needs.

• Estate tax returns
• Gift tax returns
• Insurance trusts
• Texas community property rules
• Charitable lead and remainder trusts
• Family limited partnerships

Selecting, customizing and implementing the right retirement plan for you and your business can be a complex process. Our retirement planning specialists will help guide you through each step.

• Plan design
• Annual administration
• Maximize owner contributions
• New comparability plans
• Profit sharing plans
• 401k plans
• Safe harbor 401k
• Combo plans

Our business advisory practice helps you grow your business and manage it more efficiently. Whether you are buying a company, starting your own, or wanting to restore or expand an existing one, we will take the time to understand your needs and provide practical solutions to enhance your success.

• Buying and selling businesses
• Operational reviews
• Business succession planning
• Accounting systems
• Forecasts and projections
• Strategic planning

Through our affiliation with Saville Technology, LLC, we can implement the information technology needed to achieve new levels of success in your business. Our Certified Information Technology Professionals stress the application of business knowledge and experience while leveraging technology to meet business objectives.

• Network security
• Information Privacy
• Technology system planning
• Hardware/software needs analysis
• System installation and configuration
• Security and disaster recovery

Businesses demand timely and reliable financial information to make real-time decisions. Our accounting staff provide accurate and cost-effective accounting services to meet your business needs.

• Financial statement preparation
• Accounting software selection and installation
• General ledger maintenance
• Payroll processing
• Quickbooks support
• On-line access to financial data

Our Certified Divorce Financial Analysts can provide financial guidance to help you and your attorney arrive at a fair settlement.

• Inventory marital assets and liabilities
• Develop a financial strategy
• Assess both the long-term and short-term impact of a proposed settlement
• Analyze financial and tax issues of valuing and dividing property, alimony and child support, and retirement plans

Saville, Dodgen & Co. serves businesses in numerous industries:

• Real estate developers/commercial building owners
• Commercial construction companies
• Closely-held entrepreneurial businesses
• Professional services (law, medical, engineering)
• Oil and gas working interest / royalty owners
• High net worth families and individuals
• Manufacturer/int’l sales of security equipment
• Tax-exempt orgs/faith-based non-profits