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Dunlap Klingensmith & Peck




Dunlap, Klingensmith, Dunlap & Peck DKD&P was founded in Escondido in 1984. The firm’s clients include lawyers, physicians, executives and business people in virtually every field of endeavor. The firm has never advertised nor solicited business. They bring together individuals with many years of experience in business, finance and tax planning working to combine a number of financial disciplines. Design financial plans that enable their clients to achieve their retirement goals and then help with the investment management of their portfolios so they can enjoy their well deserved retirements.
 
Services provide by the company are Auditing and Accounting Services , Tax Compliance and Planning Services, Family Wealth & Estate Planning , Fiduciary Services. They offer traditional attestation services as well as a range of accounting services that include certified reviews, full disclosure compilations and financial statement preparation. They can also provide consulting assistance to your accounting staff and assist them on a regular or occasional basis. They can also help you with or prepare your payroll reports, payroll tax returns and sales tax returns.
 
The Company offers fiduciary services to those individuals whose needs require unique and personal attention. They are Certified Public Accountants who are your personal trustees. Unlike the big bank and trust companies, their services are tailored to your specific needs. Because they are not a big bank and trust company, they can establish a professional relationship that is both personal and objective. They work with you, your attorney and financial planner to insure that your needs and wishes always come first. They are the tax and financial professionals with the knowledge and resources to provide you with personal trust and asset management service.

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