DBHW Wealth Partners

Melissa is amazing! I love that our values align in terms of money management. We are in on-going communication and I learn something new every time I talk to her! I have worked with other financial firms and I never hear from them once they have my money. I can def feel that she's making my money work for me while also seeking a genuine relationship.

DBHW providing solid planning, tax wrangling, and peace of mind from knowing it's Right. Lisa and her team unsurpassed in their support for decades as a customer, and it's been great to see Them grow along with You. Cheers!

We’ve worked with Melissa for many years, for financial planning services. She has always treated us as valued clients and has our best interest in mind!

We’ve worked with Lisa for many years, for both tax and financial planning services. She’s always treated us as valued clients. What I appreciate and respect the most, is that every person we’ve interacted with there shares her commitment to personal service. As a group they are responsive, accommodating, professional and comfortable to engage with.

I have been working with Lisa for 30 years. She takes great care of me.

DBHW Wealth Partners has some of the most friendly, knowledgeable, and professional staff that I have encountered. Everyone on your team is so patient and easy to work with. I am very privileged to work with such a fine establishment.

We have been a customer for over 20 years and have never been disappointed. Lisa has expanded this company from a small family-run office with a few employees to a thriving business with a growing staff offering more services without losing the personal touch. Very professional and efficient. We highly recommend DB Tax & Wealth to meet all of your tax and financial planning needs while being treated like part of the family.

I went in for a tax review after seeing a post on Facebook. Angela took the time to show me how to change my business approach to taxes and was amazed at how little my 2021 taxes were! They all were very nice to work with! I have since referred people to them. They are great!

DB Tax is extremely thorough and dependable when it comes to tax prep and financial planning. We have been clients for several years and find them extremely trustworthy and are constantly working with our best interest in mind. I would not use anyone else. There are the best!

I have used DB Tax & Wealth for 12 years and absolutely LOVE them! They are professional, patient (I've had lots and lots of questions over the years...lol!) quick to respond, clear with their explanations, and offer a variety of services. I can't say enough wonderful things about Lisa, Mark and entire DB Tax & Wealth Team! It's a pleasure giving them my business year after year.

Everyone at DB Tax & Wealth is always professional, courteous, efficient, competent and helpful. DB Tax & Wealth makes filing my taxes extremely easy. I love using the secure vault where I can upload all my tax documents, review and sign all necessary forms and be assured all information is safe and kept confidential. Lisa and Mark Pugel take a personal interest in every client and assure every job is well done. I wouldn't trust my tax preparation and planning to anyone else.

We have been coming to DB Tax for a long time and have never had a bad experience. Lisa treats us like if we are one of the family. The professional care giving us makes it a pleasurable experience. No matter what the cost is we know were in good hands and that makes all the ddifference.

We have been with DB Tax & Wealth for many years. Lisa has always been very professional and taken the time to explain all our options including investments. We would not hesitate to recommend them to anyone.

I've been working with DB Tax for over 10 years and they are simply amazing. They made starting up a business a breeze because they took the time to make sure we doing our accounting and tax filings correctly. We give us a peace of mind that we were and still compliant. They are always professional, knowledgeable and responsive. I highly recommend them for all of your accounting needs.

Been working with them for several years, Melissa and staff educate, then advise, and thus far have proven more than reliable with my families finances and ultimately future.

DB Tax is the best! The staff is always helpful and friendly. Lisa has done our taxes for years and is so quick to process. We're excited to dive into financial planning soon, as well. You have a "lifer" customer :)

We have been with Lisa forever and have always been a satisfied customer! We continue to trust her knowing she is always thinking of doing an excellent job for us. We now live in Arizona but continue to stay with her. No need to change when you have a first rate company taking care of you!

Highly recommend DB Tax & Wealth! They’re true professionals and not too expensive considering the service they provide. From the instructional videos to the very responsive answers to questions, the experience is above and beyond any tax service I’ve encountered. It’s such a relief to know that my taxes were done by professionals and done right. Thank you DB Tax & Wealth. I will be coming back to you every year.

DB has been amazing to work with for my business and personal needs for the past 7 years. Lisa, Mark, Gail, and Alina are all top notch at what they all specialize in. I recommend them to all my family and friends! So happy I found a great team to work with!

We have been using DB Tax services for 3 years now. Easy drop off/pick up, meets our needs. Staff is friendly and efficient. I highly recommend this business!