We provide quality tax, accounting and investment planning services to businesses and individuals while maintaining the needed confidentiality of our clients financial data.
For over two decades, we have helped our clients grow their businesses, manage their taxes, and achieve financial security. Today's investment climate offers unprecedented opportunities. At the office of Christopher Dillon, our mission is to help clients take advantage of those opportunities by providing them with three key tools:
1. A clear understanding of their financial goals
2. A well-defined roadmap for achieving those goals
3. Ongoing advice to help adjust their roadmap when their needs change
Our services cover all areas of financial management, from investment and retirement planning to risk management and estate conservation. We specialize in helping our clients develop a comprehensive, cohesive financial strategy that fits their unique needs and enables them to meet both short- and long-term objectives.
In addition, we provide accounting services which include financial statements, payroll, book keeping, and preparation of business and individual tax returns. We provide support for Quickbooks, the accounting software.
Integrating tax expertise and financial services gives us unique insight into your financial world and allows us to provide a comprehensive approach that simplifies your life.
On our Web site, you'll find valuable information for evaluating your current position and progress toward financial goals. We offer educational articles that outline financial concepts and highlight products designed to fill the gaps in your financial strategy. You'll also find calculators that will help you assess your current and future needs.
Please remember to visit our Web site often, as our content is constantly changing. For help with your financial management, or for more information, please contact us today.
