Duban Sattler
Overview
Founded in 1979 by Dennis Lawrence Duban, Los Angeles-based accounting firm Duban Sattler and Associates, LLP delivers financial services to clients across all 50 states as well as in Canada. Duban Sattler maintains attentive customer relationships through a controlled referral acceptance process for new clients. When each client first comes in, Duban Sattler takes the time to make sure that client becomes fully acclimated to the company.
Approaching financial management, retirement, and estate planning services holistically, Duban Sattler facilitates lasting functional relationships to connect the various parts of a client’s financial portfolio. The firm’s Certified Public Accountants conduct a comprehensive evaluation of each client’s needs and goals, then draft customized plans to achieve them. Duban Sattler’s breadth of financial services includes income tax assistance and return preparation as well as retirement and estate planning. Business management, financial advising and management, capital management, and payroll services are also available to the firm’s clients.
Tax planning and return preparation services conducted by Duban Sattler include annual legislative summaries to keep clients up-to-date with changes in tax law, as well as tax organizers that summarize clients’ previous filings in anticipation of the tax season. The firm recommends clients meet with its accountants on a routine basis to discuss tax options and gain a clearer understanding of their obligations.
In delivering retirement planning services, Duban Sattler’s professionals employ state-of-the-art technology and software, which calculates how much a client needs before retirement based on income projected, living expenses anticipated, assets acquired, and estimated inflation. The firm’s CPAs guide clients in selecting pension plans and operate as liaisons between clients and the companies that administer those pensions.
More recently, Duban Sattler has increased its emphasis on the importance of estate planning. The firm encourages clients to draft wills and trusts to secure their finances prior to unforeseen circumstances. By engaging in this preparation process early, clients can better control the future distribution of their assets. Additionally, affiliate firm Sattler Duban Capital Management provides a full line of asset management solutions for interested clients.