Overview.
DALE is a boutique accounting, tax, and advisory firm dedicated to delivering exceptional expertise with a personal touch. We combine the capabilities of a full-service professional firm with the attentive, relationship-driven approach that today’s individuals and businesses expect. At DALE, we believe that meaningful financial guidance begins with understanding our clients—your goals, your challenges, and your vision for the future.
Our multidisciplinary team brings together CPAs, tax professionals, financial consultants, and industry specialists with decades of experience across diverse sectors, including real estate, healthcare, manufacturing, hospitality, nonprofit, professional services, construction, and international business. This breadth of knowledge allows us to provide comprehensive solutions that are tailored, strategic, and forward-thinking.
We take pride in being more than just accountants—we are advisors who listen. DALE’s professionals offer proactive insight, innovative problem-solving, and a depth of technical expertise that empowers our clients to make confident, informed decisions. Whether navigating complex tax regulations, improving operational efficiency, expanding into new markets, or planning for long-term growth, our team stands ready to guide you every step of the way.
As a modern firm grounded in integrity, responsiveness, and collaboration, DALE is committed to delivering clarity in a complex financial world. Our goal is simple: to help our clients thrive—locally, nationally, and globally.
Our Mission
We help our clients identify their business and financial needs.
At DALE, every engagement begins with listening. We take the time to understand your objectives, challenges, and the financial realities shaping your business. This client-first approach allows us to deliver guidance that is not only technically sound but aligned with your long-term vision.
Our team blends deep industry expertise with strategic insight to uncover opportunities, strengthen financial performance, and position you for sustainable growth.
With DALE as your advisory partner, you gain clarity, confidence, and a dedicated team focused on helping you move forward with purpose and precision.
Our Values.
At DALE, our values are rooted in integrity, personal attention, and a commitment to excellence. We believe in doing what is right for our clients—always—with honesty, transparency, and respect. Our team approaches every engagement collaboratively, combining technical expertise with genuine care to deliver insight that drives meaningful results. We value strong relationships, proactive communication, and a dedication to consistently exceeding expectations. These principles guide our work and define who we are as a firm.
