Our Services



 Dixon & Company is a financial advisory firm providing marketplace client services to privately held companies and investors.


- Personal, Corporate, Partnerships, Estate, & Trust Tax Preparation


- Business Plan Development  


- Small Business Consulting and Bookkeeping


- Accounting


- IRS Representation:  Audits, Installment Agreements, Offer in Compromise, & Delinquent  Returns


- Estate Planning and Consulting:  Family Limited Partnerships, Gifting, & Trusts


- Retirement Planning


- Investment Consultation*


- Financial Planning and Consulting*


- College 529 Plans*


- Insurance


- Non-Stock Securities*


- Tax Favored Investments*


- Private Equity Placements/Debt Financings


 


Dixon & Company has a team of conservative finance and business professionals who actively utilize numerous resources and relationships to develope and implement strategies to impart additional corporate value for shareholders and/or managing owners of closely held operating companies.  Historically, our clients are professionals, service businesses which serve retail and non-retail customers. 


 


 


*Securities and investment advisory services offered through SagePoint Financial, Inc., a registered broker-dealer, Member FINRA/SIPC and a registered investment advisor. Additional advisory services offered through Dixon & Co., a registered investment advisor not affiliated with SagePoint Financial Inc.