Providence Tax Partner

I’m Mike D, a husband, father of five, & Eagle Scout. I try to live & conduct business—with honesty, integrity, service, & responsibility. Those principles are also at the heart of helping other business owners protect what they have built and prepare it for the people & generations who come after them.

Providence Tax Partner helps business owners make better business decisions.

Our work goes beyond tax preparation. We help owners understand what their business is worth, reduce unnecessary taxes, protect against the loss of a key owner or employee, prepare for succession, & build a practical plan for eventually transferring or exiting the business.

Our business-owner planning includes:

• Tax planning & entity strategy
• Business valuation & exit-readiness
• Succession & continuity
• Buy-sell & key-person
• Employee retention & executive benefit strategies
• Retirement & wealth planning for owners
• Estate & legacy