Founded by Dennis Lawrence Duban and currently operating under the leadership of Mr. Duban and partner, Troy Sattler, Duban Sattler and Associates, LLP provides expert accounting and advisory services to clients across the nation. Duban Sattler’s Certified Public Accountants deliver personalized guidance in the areas of retirement, tax preparation, and estate planning. Additional asset management services are available from the firm’s affiliate, Sattler Duban Capital Management.
Duban Sattler’s comprehensive retirement planning services include evaluations of the client’s acquired assets, projected income and inflation, and expected living expenses during the retirement period. Once these calculations are completed, the firm’s professionals will, at the client’s request, conduct additional services with regard to selecting a pension plan, developing it, and performing the first year’s prototype acquisition, as well as the necessary subsequent accounting.
Encouraging clients to begin estate planning early, Duban Sattler collaborates with clients’ attorneys to establish wills and trusts. Clients who have living trusts may enlist the firm’s assistance with funding. As clients engage in various financial plans through Duban Sattler, the firm also offers its services in associated tax processes. In cases involving estate planning, the firm guides clients in ensuring a sufficient amount of assets remains liquid in order to pay taxes when necessary.
Duban Sattler also provides general tax planning and return preparation services. The firm gathers financial data from clients and drafts tax returns based on interpretations of current tax law. To keep clients informed, the firm distributes a legislative summary and tax-planning organizers to its clients every year, giving them an early start on preparing for tax season.
Based in Los Angeles, California, Duban Sattler leverages the capacity to prepare income tax returns in all 50 states of the nation as well as in Canada. Additional information regarding the firm and its professional services is available at www.dubansattlercpas.com.
