Simplifying Your Financial Success
At Michael Dolezal & Co, we believe clarity creates confidence. We combine decades of financial experience with modern, cloud-based tools that give business owners real-time visibility into their numbers.
WHAT WE DO
Our Professional Services
At Michael Dolezal & Co, we provide more than just financial services; we offer peace of mind. Whether you’re dealing with tax planning, business growth, or real estate investments, we give you the tools and guidance you need to succeed.
ACCOUNTING & BOOKING
Professional accounting solutions to keep your financial records accurate and compliant
Monthly Bookkeeping
Keep Your Financial Records Up-to-Date
Our comprehensive monthly bookkeeping services ensure your financial records are accurate, timely, and compliant.
- Monthly transaction recording and categorization
- Bank and credit card reconciliations
- Financial statement preparation
- Accounts payable and receivable management
- Monthly financial reporting and analysis
Small Business Accounting
Tailored Solutions for Growing Businesses
Specialized accounting services designed specifically for small businesses.
- Chart of accounts setup and management
- Cash flow monitoring and forecasting
- Business performance metrics
- Compliance with small business regulations
- Financial planning and budgeting support
QuickBooks
Setup, Training, and Ongoing Support
Maximize the potential of QuickBooks with our comprehensive setup, customization, and training services.
- QuickBooks setup and configuration
- Data migration from other systems
- Custom reporting and dashboard creation
- Staff training and ongoing support
- Regular maintenance and troubleshooting
Virtual CFO
Executive-Level Financial Leadership
Get the strategic financial guidance of a Chief Financial Officer without the full-time cost.
- Strategic financial planning and analysis
- Cash flow management and forecasting
- Investment and funding guidance
- Board reporting and presentations
- Financial system design and implementation
Tax Services
Expert tax preparation, planning, and representation services
Tax Preparation & Planning
Comprehensive Tax Solutions
Professional tax preparation and strategic planning services to minimize your tax liability.
- Individual and business tax return preparation
- Quarterly estimated tax payment planning
- Tax strategy development and implementation
- Multi-state tax return filing
- Tax law updates and compliance guidance
Tax Planning
Strategic Tax Minimization
Proactive tax planning services designed to minimize your tax burden through strategic decision-making.
- Year-round tax strategy development
- Business structure optimization
- Retirement planning tax strategies
- Investment and capital gains planning
- Entity selection and conversion planning
IRS Tax Problems
Professional Resolution of Tax Issues
Expert assistance in resolving complex tax problems with federal and state tax authorities.
- Tax debt negotiation and settlement
- Installment payment plan setup
- Penalty and interest abatement requests
- Tax lien and levy resolution
- Innocent spouse relief applications
IRS Representation
Professional Advocacy Before Tax Authorities
Professional representation before the IRS and state tax authorities during audits, appeals, and collection proceedings.
- Year-round tax strategy development
- Business structure optimization
- Retirement planning tax strategies
- Investment and capital gains planning
- Entity selection and conversion planning
Business Consulting
Strategic guidance to help your business grow and succeed
Business Consulting
Expert Guidance for Business Growth
Comprehensive business consulting services to help you navigate challenges and achieve sustainable growth.
- Business process optimization
- Performance improvement strategies
- Operational efficiency assessments
- Market analysis and competitive positioning
- Business model development and refinement
Strategic Business Planning
Roadmap to Achieving Your Business Goals
Develop comprehensive strategic plans that align with your vision and drive sustainable growth.
- Year-round tax strategy development
- Business structure optimization
- Retirement planning tax strategies
- Investment and capital gains planning
- Entity selection and conversion planning
Specialized Services
Advanced planning services for wealth preservation and business succession
Business Succession Planning
Secure Your Legacy and Business Future
Comprehensive estate and succession planning services to protect your wealth and ensure smooth business transitions.
- Business succession planning and execution
- Estate tax planning and minimization
- Trust structure design and implementation
- Buy-sell agreement development
- Family wealth transfer strategies
Financial Planning Services
Comprehensive Wealth Management Solutions
Holistic financial planning services that integrate tax strategies, investment planning, and retirement preparation.
- Comprehensive financial plan development
- Investment strategy and portfolio analysis
- Retirement planning and 401(k) optimization
- Insurance needs analysis and planning
- Education funding and savings strategies
Real Estate Services
Specialized Real Estate Finanacial Solutions
Holistic financial planning services that integrate tax strategies, investment planning, and retirement preparation for real state professionals
- Comprehensive financial plan development
- Investment strategy and portfolio analysis
- Retirement planning and 401(k) optimization
- Insurance needs analysis and planning
- Education funding and savings strategies
Ready to Take Control of Your Finances?
Whether you’re looking for ongoing financial guidance or need help with a specific project, we’re here for you.
Contact
Get In Touch
You can count on us for professional, timely, and reliable tax and accounting services.