ddr

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Your Full Scope Retirement Planning Solution

Comprehensive Accounting & Bookkeeping Services for DDR Clients
CPA Services — at a Deep-Dive Discount

Quick-book

Quick Books Setup & Bookkeeping

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Monthly Profit & Loss Reports

CPA Oversight
& Tax Planning

Quick-book

Free Quick Books Setup & Bookkepping

Monthly Profit-icon

Monthly Profit & Loss Reports

CPA Oversight
& Tax Planning

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Payroll With Gusto

Electronic Payroll

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941 Fillings & Tax Payments

Salary Oversight
& Tax Mangagement

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Expert Bookkeeping (QB on-line), Tax Planning & Return Preparation by CPA

  • Detailed Expense and Income analysis
  • Tax Optimization
  • Missed Deductions Review
  • Debt Reduction Strategies
  • Retirement Planning Preparation
  • Medical Insurance, If needed
  • Current 1040 and, if incorporated, 1120s

Client Agreement & Disclosures

View DDR-AB Agreement

Client testimonials

I've spoken or worked with many financial professionals over the years. I now primarily work with Jay and his bookkeeping and tax process. It's been very strong, very detailed and quite beneficial for me and wife. I'd recommend if you have any questions that you have an initial chat with him. It'd be worth your time.

Edwin Capulong Medical Practice

Jay is extremely helpful with his bookkeeping and tax planning service As a dentist I have no time to research these things and he found what I needed quickly. I’m very happy with his service and highly recommend him.

Huong Tran Dental Practitioner

Jay's Tax and Accounting service did a nice job of analyzing what my tax picture would look like, where i was headed with taxes, fees and other expenses. It was an eye opener... there's a lot i to it. I highly recommend you give Jay at DDR a call.

Peter Yellin CEO - MD