Dean T. Carson II, C.P.A. |
Full Range CPA & Consulting Services in NY, CT, MA & TX, Select Services in other States by Inquiry / Fluent in Spanish
ph: 917-300-5190
alt: 917-231-7855
dean
FWe can provide specialized services for High Net Worth Individuals and Creative Artists at ALL points on the Journey. These services correspond to protecting your Financial Assets with full implementation of Accounting and Tax Compliance, along with Financial Analysis, and Accounting verification services as an Investment Neutral Practice that can commit to the process of gathering the details of your comprehensive Assets and Liabilities, calculate Net Worth in personal Financials and track the earnings and assets of Investments and Portfolios.
In this capacity to use the experience of hands on Investment Management CFO/Controlling and Financial Analysis to help you better manage wealth in Accounting, Tax and Financial terms through using the tools of Accounting and Analysis as effective Controls to track the elements of Financials, to bring them together to a consolidated set of Personal Financials in manner to deliver Personal CFO Services.
We will use the strength of Financial Service Experience to better support your needs of information Insight that provides the groundwork for effective Financial Decision Making, Strong Controls on Assets (with Reconciliations and Tracking) and Protection of Wealth with the tools of insight from Accounting and Personal Financials. We can provide an Independent cross check to your various Financial Holdings. Your oversight and active awareness of your Portfolio in Accounting, Tax and Financial terms is of key importance to protecting your Financial Assets, meeting your Liabilities and Obligations along with Tax Compliance and lastly can help for forward looking Financial Forecasts where applicable as you endeavor to undertake new Financial Decisions.
For the Community of High Net Worth Individuals and Creative Artists - we are an Investment Neutral Practice (Pure Accounting / No Investments) here to help on Accounting, Taxes, Financials to provide an effective independent check and balance on your Comprehensive Portfolio Wealth, in a Non -Custodial position of Pure Accounting and Tax needs coverage with Financial Analysis services available as needed. Use Financial Controls to protect your Portfolio by using the tools of Regular Financial Analysis and Reporting. We can focus on your overall Wealth as an Accounting Service to deliver Insight through Financials.
To example we can work with your various Custodial Statements, Bank Statements, Financial Obligations Statements, Credit Statements, and other Financial Documents and Information to Daily, Weekly, Monthly or Quarterly consolidate your Accounting into Financials, meet Tax Compliance obligations and to reconcile for your needs Financials to provide in effect the same Controls and Insight tools that Wealth Management firms use to protect Financial Assets and to support Financial Decision Making with insight to Historical performance.
To Learn more please read more on this page and around our web site. Or Fast track and Contact Us or e-mail info@dcarsoncpa.com
For your needs on Accounting, personalized Direct Services from a business with the experience of supporting Financials, Accounting and Operations ranging from the Millions to Billions in Revenues, Expenses, Assets, Liabilities and Equity in direct report to C-Level Executives, with Board Member Experience and with the Confidentiality, Strong Ethics and adherence to high financial standards that serve to better protect yoir Personal Financials, to place you in a better overall capacity as an effective Financial Decision Maker with timely, relevant financial data to capture the scope of your Assets, Liabilities and Net Worth.
We can perform that work and teach Accounting simultaneously to grow your Expertise and ability to succeed with Financials. For the protection of your Financial Assets with Tax Compliance where applicable we will work with strength to protect your Financial Assets through Accounting and Financials and Strong Tax Compliance. We will work to be a strong resource in support of your Financial Decision Making needs. Contact Us or e-mail info@dcarsoncpa.com
To be expanded..
We will collect regular reports on your holdings, analyze details, fact find, test and use skills to cross check that your Financial information appears reasonable and the broad manner that counter parties are appearing in regulatory records. We can cross check to Financials for counter party verification and also bring together Independent Analysis to see how your overall holdings are performing for you in a variety of measures and metrics of Financial Performance.
more to come soon.....
There are many points in the Cycle f Prudent Management of Wealth and Investments where it makes sense to enlist the support of Accountants and Advisors Individually or on teams with Attorneys to help on proactive evaluation of Wealth Managers, Investment Actions, Entity Governance and the execution of Duties and Best Practices in support of your needs on Wealth Management and Giving Strategies to Foundations and Non Profits. While we ALL seek an ideal world the approach of Trust but Confirm is a Prudent One for Wealth Management in Complex Times in the Economy and Financials. We can help on Due Diligence as an element of Risk Management and Controls on your needs for Wealth Management on Governance, Tax Compliance, Financial Stewardship Investing andGiving Cycles and more. Please inquire to the various way we may assist should you find interest in Due Diligence support to deploy our skills on Audit and Analysis to help on needs for Financial Decision Making support and vetting Investment Managers, Financial Managers, Investment and Giving Decisions as relevant. We can help on our own lines or on teamwork with your Attorneys and other support lines teams for various needs on Due Diligence in Investment and Giving Cycles or for other validation pertaining to Financials and Governance for your Entities and / or Wealth needs.
Contact Us or e-mailinfo@dcarsoncpa.com
Provided for Informational Insight purposes but not as endorsement. Expecting that you will undertake the key personal duty to connect with Investor Protection Awareness (IPA) (*), to be an informed financial decision maker:
As we consider News Resources here for Outbound links that grow knowledge, please pursue to see the IPA resources we have here to grow knowledge that helps on Financials.
TBC:
IBD VLNE SP BRNs MDYS MtlyFl et al
(*) Additional IPA Resources also in the knowlegde column to your right on this web page. See "Some Wealth Management Resources."
Contact Us or e-mailinfo@dcarsoncpa.com
As this is written we are in Our 6th year or working with Deep Lines of Global and Domestic Cross Functional Research on the Economy and Financilas and we bring to you unique skills to use the many available tools of Today to help on needs for your Financials, Tax and other related line needs on Investing and Giving Governance through awareness as we grow to connect Legal and Economist / Quant skills from the Financial Foundation. Find DCarsonCPA Lines on the Economy and Financials on web to learn more on many points of supporting relevance to your needs on Financials. Where we meet on Services and Active needs on Management / Advisory support to Financials and Taxes we can help you better understand where the value of deep lines on cross sector knowledge helps on your needs.
For your Duties on Board, Director and Senior Executive Lines find the DCarsonCPA Board and Director and Senior Executive Lines.
Contact Us or e-mailinfo@dcarsoncpa.com
DCarsonCPA HNWI - Wealth Accounting Lines for Creative Artists and HNWIs (High Net Worth Individuals)
DCarsonCPA Accounting, Taxation, Reporting and Analysis support lines for Creative Artists and High New Worth Individuals.
Working with skills from 22+ years on Financials, Accounting, Taxes, Financials and Advisory we bring the skills to your lines to help support needs on Wealth Management and Financial Governance over your Portfolio Assets to help provide clear and actionable lines on Wealth Strategy and Operational needs for Wealth Growth and Conservation through Awareness or for Due Diligence support on Giving lins for Charitable Donations to Foundations and Non Profits.
We communicate on Accounting and help you grow on skills, knowledge and abilities with Accountng, Taxes and Financials.
We offer Customized Accounting, Tax and Personal Financial Services including Portfolio Accounting and Analysis work for:
High Net Worth Individuals
and
Creative Artists
DCarsonCPA CALs - Creative Artists and Cross Sector Lines in the Economy and Financials. - We believe that Creative and Expressive Arts play a Fundamental role in supporting Freedom and Liberty and are here to help on support to the Community of Creative and Expressive and Commercial Artists
Portfolio Wealth Accounting, Taxes, Taxes Analysis and Forecasting, bringing the tools of Investment Management Accounting to Individuals to strengthen your role as an Informed Decision Maker in charge of your Investment Decisions with ability to see your results in real time.
We are Investment Neutral and can play a vital Independent role in cross checking Portfolios and making sure that on a regular timely basis you receive Financials that capture the broad range of your holdings in consolidation so you can best manage and protect Financial Wealth as an Informed Decision Maker.
Contact Us or e-mail info@dcarsoncpa.com
Relevant other Pages on Our Website:
In addition to the other services noted, we are actively follow the important process of Rulemaking at the Federal, State and Local levels where decisions are made that will impact your Financials to help keep you better informed on where you may be impacted. This knowledge can help you better respond to your needs through decision making in the public forum through awareness.
Our Direct experience in Financial Services and the Investment Management field along with training on the Investment Analyst path and the ability to connect with Tax Rules and other Financial Compliance can all benefit your needs on Financials where Accounting and Taxes are concerned aling with Due Diligence and Financial Research where you need it. We are not working with Investments and we can connect with broad research to go fact finding in compliant ways where you need us to to protect your Financials.
We also seek to inform and support you on information needs on the Intangible but priceless Asset that is your health as we follow the Health Care Industry and share useful information on Good Health where we can.
Contact Us or e-mail info@dcarsoncpa.com
Investor Protection Awareness (IPA) and some helpful Wealth Management Resources for knowledge:
CFA Institute
http://www.cfainstitute.org/learning/pages/index.aspx
CFP Board
SEC Investor Protection Awareness (IPA)
ICI Investor Education on Mutual Funds:
http://www.ici.org/investor_ed/
FINRA Broker-Check
http://www.finra.org/Investors/ToolsCalculators/BrokerCheck/
FINRA Investor Ed
http://www.finra.org/Investors/
We work with knowledge, experience, skills and resources that can help improve your coverage range and abilities as an informed Financial Decision Maker. We can perform and important role to protect your Financial Assets in a checks and balance role to cross check your Assets across Institutions and Properties and deliver Personal Financials on a Regular Basis where your Total Portfolio can be a concise Managing picture for effective Financial Decision making.
To Inquire on Services Contact Us or e-mail info@dcarsoncpa.com
Copyright © 2010 - 2022 Dean T. Carson II, C.P.A.. All rights reserved.
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Full Range CPA & Consulting Services in NY, CT, MA & TX, Select Services in other States by Inquiry / Fluent in Spanish
ph: 917-300-5190
alt: 917-231-7855
dean