Taxes

• Tax Planning
  The distribution and logistics industry is strongly affected by inefficiencies in the marketplace created by a tight labor market. Tax planning initiatives based on shipping destinations, customs and duty requirements, along with tax compliance often take a backseat to ensuring goods are handled and delivered on time.
• Tax Services
  Our comprehensive services go well beyond the partnership we build with you and your company. DMA’s experienced, expert teams function as an extension of your tax department, prioritizing your successful results. To do this, we offer a wide variety of corporate tax services including unmatched areas of expertise and practice areas that can be customized to fit your specific business needs.
• Income Tax
  A large California-based financial institution engaged primarily in the mortgage and loan origination business across multiple states desired a review of its previously filed state returns to identify opportunities to recover overpaid state income taxes. The company was resource-constrained and knew the potential existed for misapplication of the tax laws and rules over time. They also believed improvements could be made to the methodologies employed in-house. DMA was selected as the provider of choice due to our vast expertise in state income and franchise tax. Our state income tax professionals conducted a review of the previously filed state returns to identify opportunities to amend the client’s prior returns. We identified a significant issue and obtained the client’s approval to file amended returns which resulted in savings of nearly $350,000 per year (90% of their tax in that state). The client was also able to use this same methodology moving forward to lower its future year taxes and save their organization almost $350,000 a year in tax expenses.
• Tax Return Preparation
  DMA’s Telecommunications Tax Compliance service provides you with a complete outsourced solution to telecommunications tax return preparation and filing. Serving as an extension of your tax department, DMA’s tax professionals utilize their jurisdiction-specific knowledge to prepare, review, and file every return accurately and on time. Our approach to compliance is flexible and scalable—we can adapt to your changing business needs all while producing accurate, efficient, and timely results.

Investment

• Investment Management
  Service is designed to relieve your team of the burden associated with property tax administration and encompasses all aspects of a corporate property tax department.

Planning

• Retirement Planning
  The company ESOP was established in 1994 and is a retirement pension plan designed specifically to invest in the stock of DMA Holdings, Inc.
• Long Term Care