Our Services

Designed For Work, and Life

We’re anything but a one-solution-fits-all firm. Our services and how we offer them are designed to be flexible and adaptable to best serve our clients. From complex tax planning to guidance on business transactions and more, our professionals work closely with you to answer any questions and understand your needs before recommending one or multiple services to best meet your goals.

At Hancock Dana, we take great pride in creating and shaping our service areas to best meet the needs and goals of each of our clients. We have included a brief description of our core services to help you see and better understand our capabilities and how they might align with you and your business. While these are the most sought after services, we also provide many niche services that are not included in this list. We invite you to call or email us to explore your specific needs.

To address your challenges and help reach your goals, our team takes an innovative, insightful approach. We consider all options and scenarios before making a recommendation. Regardless of how complex or simple your needs are, we’ll be here to answer your questions and help you dream bigger for yourself and your business.

From identifying possible efficiencies to providing trusted guidance to helping you meet compliance obligations, we strive to become an extension of your business to give you greater access to the right expertise and added peace of mind knowing you’re supported at every step.

Accounting & Assurance

We Help Keep Your Finances In Order

Let Hancock Dana’s team of professionals put our accounting and assurance services to work for your business. We lessen the burden and help you avoid surprises or issues that could arise without the help of an outside expert.

Estate & Family Wealth Planning

Let's Plan for Tomorrow and Beyond

Taking the time to consider your goals and plan for the future of your estate and family wealth assures you greater confidence in tomorrow. Our team works closely with you to strategize a plan for achieving your vision. Regardless of the legacy you’re hoping to create, we have the experience and resources needed to get you there.

Exit & Succession Planning

Helping You Prepare for the Future: Exit and Succession Planning

Our advisors look beyond numbers to help you plan for the future of your business. We listen to your goals and take all information into consideration as we help you create and implement the right plan for the long-term future of the business you’ve worked so hard to build.

Private Foundation Consulting & Administration

Dream Bigger for Your Foundation

We help businesses and foundations think differently in order to open the door to greater possibilities. Our expertise in accounting, finances and operations help you set goals and implement strategies for reaching them.

Property Tax Protest

We Protest on Your Behalf

Understanding whether or not your property valuation is fair and accurate can feel overwhelming but there are times it makes sense to protest. Hancock Dana offers experts in property valuations and will do the legwork to determine if your evaluation is correct, and represent you in situations where a protest is needed.

Software and Technology Consulting

Making QuickBooks Even Easier

Let Hancock Dana help you make the most of your QuickBooks platform. We help organize your information and determine how to categorize and itemize expenses for maximum benefit.

SOC Reporting

Specialists in SOC Examinations

Hancock Dana specializes in SOC examinations with a process that is customized for each client to efficiently highlight internal controls, processes, values and integrity. We help clients through Readiness Assessments as well as SOC 1 and SOC 2 examinations.

Advisory Services and Business Consulting

Making Expansive Expertise Accessible

We take pride in having deep and broad expertise. Our team isn’t afraid to roll up our sleeves to gain knowledge or brainstorm ideas to resolve issues, find opportunities and more, to help our clients.

Tax Planning and Preparation

Partner with an Expert in Tax Planning

Hancock Dana has the experience and a genuine desire to continue learning and improving the services we offer our clients. We work harder to understand your business and work collaboratively with you to effectively manage your tax planning and preparation.

Tax Resolution

Resolve Tax Issues with Less Hassle

Hancock Dana’s experts have vast experience in a wide range of tax issues and will help you determine the right direction toward resolving anything from employment tax to identity theft.

“Hancock Dana’s professionals are proactive – they truly care and have made a significant difference in helping me accomplish my goals.”

Randy, Business Owner