Business and personal financial management services.
A division of Bear Dallis Associates, Inc.

What’s Bear Dallis Financial Management got to do with Bear Dallis Associates?

At Bear Dallis Associates we discovered that more and more of our clients were asking for assistance with their business or personal financial needs, and referring their colleagues, friends and family members to us. A personal referral is always the highest compliment to our team.

Expertise From a client’s perspective, they have seen us in action managing business financial matters for non-profit organizations and event management projects. They have come to understand that Bear Dallis Associates has the resources and expertise to provide business and personal financial management services. We have integrity and maintain confidentiality with every client.

Tailored to Fit Our experience in providing management services has shown that one-size doesn’t fit all and that’s why we customize our services to best fit your business or personal financial management needs.

Bear Dallis Financial Management, a division of Bear Dallis Associates, Inc., provides business and personal financial management services. David B. Dallis is vice president of finance and business management at Bear Dallis Associates, Inc. David has over 25 years of business management with expertise in finance, accounting, tax preparation for non-profit organizations, individuals, sole proprietors, LLCs and corporations. He holds B.S. in Electrical Engineering from Columbia University, M.B.A. Rensselaer Polytechnic University and M.S. Accountancy from Baruch College, CUNY: Zicklin School of Business. David holds a Tax Preparer Certificate of Registration with the New York State Department of Taxation and Finance.

Monthly Accounting & Tax Services For Your Business

David Dallis and his staff provides business services for entrepreneurs, family businesses and small businesses in the hospitality, non-profit, retail, manufacturing and distribution segments.

Services From tax preparation and timely tax filings; financial reports: balance sheets, sub-ledgers and journals; accounts payable and receivables, invoicing, payroll services, general bookkeeping, to someone to set up your books, we are here to provide what’s best for your business.

Now may be the time to turn over tax, accounting and other financial chores to us while you refocus your energies on building or expanding your business. Let us provide you with a FREE – NO OBLIGATION quote for the best fit, and one that’s affordable, for your business services needs.

Click here to send us an e-mail with your questions, or to start the process.

We maintain strict confidentiality and adhere to the accounting code of ethics, and to accounting and business practices in accordance with state and federal guidelines.

Bear Dallis Associates Guarantee If we make an error on your tax return, we'll pay resulting penalties and interest. If you are audited, we'll explain your audit notice and the documentation you should provide to the auditor.

Financial Acumen David B. Dallis is the vice president of finance and business management at Bear Dallis Associates, Inc. David has over 25 years of business management with expertise in finance, accounting, tax preparation for non-profit organizations, sole proprietors, LLCs and corporations.

Tax Services & More... For Individuals & Families

David Dallis and his staff provide personal financial management for individuals and families.

Services Personal financial management encompasses a variety of services from tax preparation with timely tax filings; someone to set up your books on your personal computer and training, to bill payment for those individuals who need assistance with monthly money management.

Beyond April 15th We provide personal financial management services for individuals to keep their personal lives running smoothly in this fast-paced world. Think of us as a personal assistant who handles your personal financial needs with efficiency and confidentiality. Let us streamline your personal financial life, the rest is up to you!

Tailored to Fit Our experience in providing management services has shown that one-size doesn’t fit all and that’s why we customize our services to best fit your personal financial management needs.

WE HANDLE YOUR TAX NEEDS!
$39 for Federal filing
$29 for State filing
$29 for New York City filing

Assuming a 1040EZ tax filing, typical for those who:

• have no dependents
• have taxable income of less than $100,000
• have a filing status of Single or Married Filing Jointly
• claim the standard deduction (meaning, they don't itemize)
• have no mortgage payment

If your life is a little too complicated for the 1040EZ, let us review your accounting documents FREE – NO OBLIGATION - and provide you with a quote and a recommended plan of action.

Don't worry if your receipts are stashed in a plastic take-out bag or a shoe-box. We understand. Let us work with you to get your taxes filed and eliminate your tax anxiety. Take courage – take action! Taxes won't go away, but your worries can. We're here for you.

Click here to send us an e-mail with your questions, or to start the process.

Ethics We maintain strict confidentiality and adhere to the accounting code of ethics, and to accounting and business practices in accordance with state and federal guidelines.

Guarantee If we make an error on your tax return, we'll pay resulting penalties and interest. If you are audited, we'll explain your audit notice and the documentation you should provide to the auditor.

Expertise David B. Dallis is the vice president of finance and business management at Bear Dallis Associates, Inc. David has over 25 years of business management with expertise in finance, accounting, tax preparation for non-profit organizations, sole proprietors, LLCs and corporations. He holds B.S. in Electrical Engineering from Columbia University, M.B.A. Rensselaer Polytechnic University and M.S. Accountancy from Baruch College, CUNY: Zicklin School of Business. David holds a Tax Preparer Certificate of Registration with the New York State Department of Taxation and Finance.