Wealth Architecture & Financial Planning
Success isn’t just about how much you earn; it’s about how much you keep and how effectively you grow it.
Success isn’t just about how much you earn; it’s about how much you keep and how effectively you grow it.
At DZK Accounting, we provide a holistic approach to financial planning that is intrinsically linked to your accounting data and tax strategy. We don't plan in a vacuum; we build wealth blueprints that account for every fiscal variable.
Most financial planners only look at gross returns. We look at net-after-tax returns. By coordinating with our tax department, we help you select investment vehicles and locations (such as 401(k)s, IRAs, or brokerage accounts) that minimize your lifetime tax liability and maximize compound growth.
Using the precise data from your Accounting Tab, we help you manage your personal and business cash flow. We identify the sweet spot for owner draws, salary distributions, and reinvestment—ensuring liquidity today while funding goals tomorrow.
Planning for the future means protecting your legacy. We help structure your business and personal estate to ensure a resilient transfer of wealth. By planning for gift taxes and estate levies now, we prevent your heirs from facing avoidable financial burdens later.
True financial planning is defensive as well as offensive. We analyze your exposure and recommend structures that protect your assets from litigation and volatility. Our goal is to ensure the wealth we’ve helped you strategically save is never at unnecessary risk.
Don’t plan your future in the dark. Align your wealth with your tax strategy today.
Request a Wealth Roadmap