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Ep 47: Introduction to Dominion Enterprise Services
Ep 47: Introduction to Dominion Enterprise Services
Welcome to the Financial Advisors Want to Know Podcast! I’m Catherine Tindall, CPA and co-founder of Dominion Enterprise Services.Usually, I invite expert guests to share insights, but today, I’m the expert. I often get questions from financial advisors about how our firm works and how we approach tax strategy. So in this episode, I’m breaking it all down—our philosophy, our process, and how we help advisors.
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Episode 47: Introduction to Dominion Enterprise Services
Special Episode with Catherine Tindall, CPA
Overview
Welcome to the Financial Advisors Want to Know Podcast! I’m Catherine Tindall, CPA and co-founder of Dominion Enterprise Services.
Usually, I invite expert guests to share insights, but today, I’m the expert. I often get questions from financial advisors about how our firm works and how we approach tax strategy. So in this episode, I’m breaking it all down—our philosophy, our process, and how we help advisors.
Key Takeaways:
✅ Tax Planning Focus: Proactive planning minimizes tax waste and anxiety—moving beyond just compliance.
✅ Assessment First: We start with an in-depth assessment to uncover opportunities and optimize record-keeping.
✅ Avoiding Tax Waste: Many advisors unknowingly overpay; we design tailored strategies to maximize efficiency.
✅ Holistic Strategy: Tax planning should align with business growth and personal financial goals—just like advising.
✅ Smooth Tax Filings: Planning throughout the year makes tax season predictable and stress-free.
Stay in the Loop
📩 Join Dominion's Newsletter: Sign Up Here
🔗 Connect with Catherine
🔗 LinkedIn
📧 admin@dominiones.com
🌐 Learn More at: DominionES.com
