Services For Individuals

Estate Planning
The hassles and red tape associated with estate planning can be daunting, but you don't need to do it alone. Our team is waiting to assist you through every step of the process.
 
Elder Care
With our elder care services, you get the help of a caring, honest and knowledgeable professional. Someone on your team, looking out for your loved one's best interest.
Wealth Management
DDO Wealth Management, LLC was established as a way to serve the needs of Dunn, Dunn & Oakes, CPAs, PLLC clients and the community more comprehensively. The team was formed to assist clients in achieving their financial goals in a tax-efficient manner that considers how each financial decision impacts their entire situation.
   

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DUNN, DUNN & OAKES, CPAs, PLLC
301 South Second St., Smithfield, NC 27577
T: (919) 934-4607 F: (919)934-8257 E: john@ddocpas.tax
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Avantax financial professionals may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.

Securities offered through Avantax Investment Services SM, Member FINRA, SIPC. Investment Advisory Services offered through Avantax Advisory Services SM. Insurance services offered through an Avantax affiliated insurance agency.

The Avantax family of companies exclusively provide investment products and services through its representatives. Although Avantax Wealth ManagementSM does not provide tax or legal advice, or supervise tax, accounting or legal services, Avantax representatives may offer these services through their independent outside business.

This information is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.

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