FAQs
Clear answers to common questions.
General education only. Your situation deserves individual advice from a qualified professional.
What is included in the free tax opportunity assessment?+
A DFG professional reviews the information you share and identifies planning areas worth discussing. It's an initial conversation, not a guarantee of savings or a filed return.
What is an outsourced CFO, and when does a business need one?+
An outsourced CFO provides senior financial strategy on a part-time basis. Growing businesses often consider it when preparing for financing, rapid growth, or when the owner needs better financial visibility.
I received an IRS notice. What should I do first?+
Don't ignore it. Read the notice carefully, note any deadline, and avoid responding until you understand what's being asked. A qualified representative can help you respond appropriately.
How does DFG use AI, and is my data secure?+
AI helps with routine tasks like organizing documents and reconciliation. A professional reviews every deliverable. Client documents should be shared only through our secure client portal.
Do you manage investments or provide legal services?+
No. DFG focuses on accounting, tax and advisory. For investment management or legal matters, we coordinate with your licensed advisors and attorneys.
How are your fees structured?+
Fees depend on the scope and complexity of the engagement. We confirm pricing in writing before any work begins.
Can you work with clients outside our local area?+
Many engagements can be handled remotely through our secure client portal and video meetings.
What happens after I schedule a consultation?+
A DFG professional reviews your inquiry and follows up to confirm a time and any information that would be helpful to bring.
How do I share documents securely?+
Use the secure client portal. Please don't send Social Security numbers or account details by regular email.
Financial Insights
A little more perspective.
Explore educational articles on tax planning, business cash flow and family financial coordination.
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