Skip to main content

DMS Financial Consulting LLC

Financial Success Made Simple

Accounting firm in Fort Worth, TX (show on map)

DMS Financial Consulting LLC offers accounting, tax preparation, payroll, and business set-up services for small businesses, aiming to simplify financial management and educate business owners.

Navigate to Visit website
DMS Financial Consulting LLC website

About

DMS Financial Consulting LLC was established to cater to smaller businesses seeking cost-effective accounting solutions and guidance through the business ownership journey. With over 25 years of experience, the company supports startups from inception to growth and assists established businesses in refining their financial strategies.

The firm emphasizes education, ensuring business owners understand their financial options and can make informed decisions. Services include comprehensive accounting, tax preparation, payroll management, business setup, notary services, and QuickBooks consulting, all delivered with a commitment to simplicity and effectiveness.

Budget-friendly accounting services
Comprehensive financial education
Experience serving businesses across multiple industries
Personalized client portal for secure document submission

Services

Accounting Services

Maintain accurate books on accounts payable and receivable, payroll, and daily financial entries and reconciliations. Perform monthly financial reporting, general ledger entries, and record payments and adjustments.

Notary Public

Witness and authenticate signatures, administer oaths, verify signatures, and take affidavits to prevent fraud and theft within public matters.

Tax Preparation

Handle income tax preparation for individuals and companies, identifying potential tax credits and liabilities to ensure accurate and timely filing.

Business Set-Up Services

Provide company formation and registration services, taxation, accounting, bookkeeping, audit, and assurance to guide clients through successful small business ownership.

Payroll Services

Automatically process payroll calculations, payroll tax statements, year-end taxes, and file federal, state, and local taxes on behalf of employers.

QuickBooks Consulting

Offer support with every aspect of QuickBooks, including company setup, Chart of Accounts management, recommended business processes, and QuickBooks cleanup.

Credentials & Certifications

BS in Accounting
MBA with accounting concentration
Enrolled Agent (in progress)
Cambridge ‘Who’s Who Among Executive and Professional Women’ nominee
Nominated for 1st Annual Lifestyle Businesswoman Award

Frequently Asked Questions

How does the consultation work? +

An appointment is scheduled, during that appointment, your needs or the needs of your business are discussed. After the call, a quote for service will be provided. A follow-up appointment call is scheduled if needed.

How do I start the process? +

We start the process by setting an appointment to discuss your tax and/or business needs.

How do I set up my client portal? +

During your tax consultation, you will provide your tax preparer with basic personal information. That information will be used to set up your profile in the software. Once your profile is set up, you will receive an invitation to the client portal. After you have set up your username and password, you will have the capability to upload Form W-2s, Drivers License/Photo ID, Social Security Card, and receipts. You will also be able to check the progress of your return, review your return, and sign your documents. Alternatively, you can download the My Tax-Office app from Apple or Google Play Store and after setting up upload your tax documents.

How can I submit my information without using the portal? +

In order to protect your identity and your personal information, we encourage your to utilize the client portal as it is the most secure method of transmitting your information. However, if you choose not to use the portal you are welcome to email and/or fax your documents to our office.

Can I file my taxes using my last check stub? +

No, you cannot file a return using your last paycheck stub. Your last paycheck stub is not guaranteed to be an accurate statement of your annual earnings, and it could be missing some information that you need to file a full tax return.

How can I receive a copy of my tax return? +

If you are unable to contact your tax preparer, you can go to www.irs.gov and request a copy of your tax transcript. You can request returns from multiple tax years. You can make your request either online or by completing and mailing in Form 4506.

Do you offer cash advances? +

We offer cash advances starting on January 2, 2023, starting at amounts of $250 up to $6000. Your advance can be disbursed in less than 24 hours in the form of direct deposit, a paper check, or Prepaid Discover Card.

When can I expect my refund? +

View Information Here.

Contact DMS Financial Consulting LLC

DMS Financial Consulting LLC
Category
Accounting firm
Wheelchair Accessible
Visit Website

Location

Location of DMS Financial Consulting LLC, 4500 Mercantile Plaza, Fort Worth, TX 76137 · View on Google Maps

Screenshot Gallery

Related Businesses

Listing issue? Report this listing →
Prioritize this listing: Featured Listing →