Finally, a financial services firm who “gets it.”
DSB Rock Island helps clients grow, protect, and enjoy their wealth. Our experienced and seasoned accountants, business advisors and financial consultants work as a cross-functional team providing individuals and business owners with tailored, all-encompassing financial solutions.
Serving Each Client’s Unique Needs is Our Privilege
The path to success is different for everyone. But the one constant is that you want to partner with a tax services and financial partner that is connected, proactive, and accessible. You need a firm you can trust; a team that can help you navigate multiple channels, explore your options, and ask the tough questions. You need us to bring you solutions that protect what you’ve achieved so far and position you for future opportunities. At DSB Rock Island, we live by the principle that knowing how to help you starts with knowing you.
Who We Serve
Individuals and Families
Clients turn to us when they need help with tax planning, accounting, or securing their future. Our certified professional accountants and advisors focus on your unique situation and craft a plan to suit your needs.
Individual Services Include:
- Personal Tax Preparation
- Estate Planning
- Gift and Trust
- Investment and Retirement Planning
Schedule an appointment with one of our advisors here.
I have had the privilege of doing business with Clint and the DSB Rock Island team for nearly 15+ years. They are not merely CPA’s-they are trusted advisors that have given us great counsel on a wide range of issues over the years. I would highly recommend them.”
Steven Blue | President and CEO | Miller Ingenuity
Businesses
Business owners, entrepreneurs, franchise operators, and established family businesses trust our team with their specific financial concerns. We understand the importance of developing solutions that address each client’s individual and industry-specific needs. With our team’s vast experience, we help clients grow and find the right path to achieve their unique goals.
Business Services Include:
- Tax Accounting Services
- Business Accounting & Bookkeeping Services
- Advisory Services
- Employee Benefit Plan Services
- Financial and Audit Services
- Valuation and Due Diligence
Speak to our business services team by scheduling an appointment here.
I’ve always enjoyed working with the team over at DSB Rock Island. They bring great expertise, professionalism, and quality in every engagement. I feel as though their team syncs with our team without compromising their independence.
Chad O’Connor | Controller | R&M Manufacturing
What Makes DSB Rock Island Different*
Team Based Approach
Our tax accountants, business accounting specialists, business advisors, certified financial planners (CFPs) and other professionals collaborate to offer you customized advice based on insights that come from years of experience. Your priorities are our priorities. We take time to understand your vision, values, and goals.
Comprehensive Discovery Process
We walk you through a comprehensive discovery process to identify your priorities and hear your hopes for the future. Then, we collaborate to build a plan that is as unique as you are.
Ongoing Personalized Support
We provide ongoing personalized support. As your needs change and your business evolves, we share the resources to advise and support you on your journey.
*We beat industry benchmarks through organic growth and enjoy low turnover. If you are the leader of a CPA firm or have services complementary to DSB Rock Island, what does the ideal future look like for you, your team, and your clients? Is M&A with DSB Rock Island the answer? Talk to us about your succession plan.
Twin Cities
1333 Northland Dr, Suite 100
Mendota Heights, MN 55120
Phone: 612-359-9630
Plymouth
Two Carlson Parkway, Suite 155
Plymouth, MN 55447-4474
Main Phone: 763-297-4330
Fax: 763-404-7393
