Business Details
Trusted Accounting Services in Boca Raton
Dunn CPA PA is a full-service accounting firm serving clients throughout Boca Raton, Florida, with a focus on corporate, LLC, partnership, and individual tax solutions. Our team of seven experienced professionals specializes in multi-state tax issues, estate planning, mergers and acquisitions, and international tax matters, serving diverse industries including real estate, financial services, and healthcare.We combine decades of experience with continuous professional education to deliver personalized financial strategies, maintaining a strong reputation for excellence and client-centric service in the local business community since our founding. Our mission emphasizes proactive financial planning, transparent communication, and adherence to the highest professional standards.
Services
Tax Management
Accounting Services
Estate Planning
IRS Representation
Business Valuation
Financial Projections
Entity Restructuring
Debt Advising
International Tax
Retirement Planning
Highlights and features
- We have 7 experienced professionals with expertise in complex tax matters.
- Our principal holds the Accredited Estate Planner designation from NAEPC.
- Specialized in multi-state and international tax compliance strategies.
- Proven track record serving diverse industries including real estate and finance.
- Committed to continuous education in evolving tax laws and financial technologies.
Associations and certifications
- Accredited Estate Planner (AEP)
Services
Tax Management Services
Our Tax Management Services guide clients through strategic tax planning and compliance, minimizing liabilities while maximizing cash flow. We analyze evolving tax laws to optimize opportunities for individuals and businesses, ensuring accurate preparation and documentation. With expertise in federal, state, and international regulations, we provide tailored solutions that align with long-term financial goals.
Estate and Trust Planning
Specialized estate and trust planning services help clients transfer assets efficiently while minimizing tax burdens. We develop customized strategies for wills, trusts, and charitable gifts, ensuring compliance with complex regulations. Our approach prioritizes family financial security and smooth business succession, leveraging our Accredited Estate Planner designation.
Business Valuation
Business valuation services assess company worth for mergers, acquisitions, or succession planning. We analyze financial metrics, market conditions, and operational performance to deliver accurate, defensible valuations. This service supports strategic decision-making for business owners and investors across diverse industries.
IRS Representation
Professional IRS representation protects clients during audits through expert negotiation and documentation. We leverage deep tax code knowledge to resolve disputes efficiently, minimizing penalties and stress. Our team advocates for favorable outcomes while maintaining compliance with federal and state regulations.
Financial Projections
Financial projection services create data-driven models to guide business planning and investment decisions. We develop customized forecasts considering market trends, operational goals, and risk factors. These projections enable proactive cash flow management and strategic resource allocation for sustained growth.
People
Elizabeth A. Dunn
CPA, Principal
Elizabeth A. Dunn is a licensed CPA with over 25 years of experience in public accounting and corporate finance. She holds a Bachelor of Business Administration from Pace University and previously worked at Ernst & Young and Merrill Lynch. Specializing in complex tax strategies and estate planning, she serves as a trusted advisor to businesses and high-net-worth individuals.
Questions
What accounting services do you offer for small businesses?
We provide comprehensive accounting services including tax planning, financial reporting, cash flow analysis, and business entity selection tailored to small business needs.
How can you help with estate tax planning?
Our Accredited Estate Planner develops strategies to minimize estate taxes through trusts, gifting strategies, and succession planning while ensuring compliance with evolving regulations.
Do you handle IRS audit representation?
Yes, we offer professional IRS representation to navigate audits, resolve disputes, and negotiate favorable outcomes while maintaining compliance with tax laws.
What industries do you specialize in?
We serve diverse industries including real estate, financial services, healthcare, technology, and manufacturing, with specialized expertise in multi-state and international tax matters.
Can you assist with business valuation needs?
Yes, we provide detailed business valuations for mergers, acquisitions, or succession planning using comprehensive financial analysis and market benchmarking.
