Strategic Partners for Growth, Succession & Legacy.
We’re not just advisors — we’re embedded partners, offering end-to-end tax, legal, and succession solutions with a concierge
We’re not just advisors — we’re embedded partners, offering end-to-end tax, legal, and succession solutions with a concierge
We don’t just advise — we fix, build, and protect.
Our firm is the trusted partner for individuals, families, and businesses who need more than cookie-cutter advice and surface-level solutions.
Life and business rarely move in straight lines. Deals stall. Taxes get messy. Estate planning becomes overwhelming. Compliance feels impossible.
That’s where we step in — turning complexity into clear, actionable strategies that work.
We go far beyond preparing returns. We structure transactions, guide real estate investments, navigate international and multi-state complexities, and protect wealth in estates and trusts. Whether it’s unlocking tax savings, avoiding costly pitfalls, or planning with foresight, our strategies are designed to deliver measurable, long-term results.
Accuracy and timeliness are just the beginning. We prepare and review federal, state, and local filings for individuals, businesses, estates, and trusts — ensuring compliance with the Internal Revenue Code, Treasury Regulations, and state laws. Our quality-control process prevents costly errors and keeps you fully protected.
When tax issues escalate, we step in to defend and resolve. From audits and penalty abatements to IRS and state representation, we handle sensitive matters with discretion and authority. Our experience in IRS procedure, appeals, and collections ensures your rights are protected at every step.
From startups to established enterprises, we help owners, investors, and private equity groups structure smarter deals, streamline operations, and drive growth while maintaining compliance. We don’t shy away from the tough problems — we roll up our sleeves, fix inefficiencies, and leave your business stronger than before.
Wealth is more than numbers — it’s legacy. We design estate and trust strategies that preserve assets, minimize tax burdens, and create clarity for future generations. Our solutions are legally sound, practical, and built to stand the test of time.
CPA firms, law firms, fiduciaries, and advisory groups call on us when they need added expertise and bandwidth. We step in behind the scenes, strengthening their client service without disrupting existing relationships.
We don’t just provide reports or recommendations — we get involved.
We ask tough questions, challenge assumptions, and design strategies that work in the real world. Clients trust us because we balance technical precision with human insight, ensuring every solution is practical, compliant, and aligned with their goals.
At Dickens & Associates, we’re more than advisors.
We’re your behind-the-scenes fixers, ensuring every move you make is strategic, compliant, and forward-focused.
With us, you don’t just get advice — you get a partner committed to protecting your success today and building the foundation for tomorrow.