Accounting ServicesFinancial Services/Investments
Dougherty & Associates is a progressive, innovative and growing CPA firm with a reputation for excellent client service to a diverse clientele. We are a professional, yet relaxed firm which encourages professional development while balancing career goals and family needs. Dougherty & Associates caters primarily to individuals, small business owners and investors. We provide all levels of tax preparation and strategic planning. Most of our business clients receive year-round service in the form of planning, projections and consulting. Financial planning services are provided by Wealth Management Strategies LLC (WMS) which is our independent financial planning firm. WMS provides retirement, estate planning, and investment advisory services to our clients. We have the unique ability to combine the Certified Public Accountant (CPA) and CERTIFIED FINANCIAL PLANNER (CFP®) certifications to provide the highest level of financial planning and management. Instead of getting guidance from three or four different advisors which often times conflict, you can receive comprehensive business and financial advice from one professional, trusted source.