If you hire this pro, you’re covered by a money-back guarantee. Learn more
If you hire this pro, you’re covered by a money-back guarantee. Learn more
About
At DM Bookkeeping, we provide professional, year-round tax preparation and bookkeeping services tailored to small businesses and individuals. With an Enrolled Agent on staff and a fully virtual process, we ensure accuracy, compliance, and peace of mind. We specialize in maximizing deductions and automating your finances so you can focus on growth.
**Office Hours**
- Monday–Friday: *Virtual Appointments Available by Request*
- Saturday: *In-Person Appointments Available | 10:00 a.m. – 3:00 p.m.*
All appointments are scheduled in advance. Book your time using our online calendar.
**Services Offered**
- Tax Preparation (Individuals & Small Businesses)
- IRS Correspondence Assistance
- Year-Round Tax Support
- Secure Document Portal
- Virtual and In-Person Consultations (Saturdays only)
We use TaxDome, Zoom, and encrypted systems to ensure your information is safe and your experience is seamless.
**Note:** In-person appointments are by request only and available at our secure home office location on Saturdays.
Overview
Hired 6 times
Serves Avon, IN
Background checked
1 employee
12 years in business
Business hours
Sun9:00 am - 2:00 pmMonClosed
Payment methods
This pro accepts payments via Apple Pay, Cash, Check, Credit card, Google Pay, PayPal, and Zelle.
Customers rated this pro highly for professionalism, work quality, and responsiveness.
Exceptional 5.0
6 reviews
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Your trust means everything to us. Learn about our review guidelines.
Read reviews that mention:
Crystal E.
Jun 13, 2026
•
Hired on Thumbtack
Denise was excellent to work with! She was professional, responsive, and extremely efficient. I would highly recommend her!
Business Tax Preparation
Frances W.
Jun 2, 2025
•
From Google
Working with this tax expert was like having a chat with a friend who's good with numbers. They found all the ways I could save money and made sure I understood everything. It was a smooth ride in what's usually a bumpy tax season. THANKS AGAIN
Lelia P.
Apr 30, 2026
•
Hired on Thumbtack
Excellent help with taxes!!
Individual Tax Preparation
Sylvester r.
Apr 22, 2021
•
Hired on Thumbtack
Extremely satisfied looks like we found a new tax guru. Will definitely use again for any tax services needed. Thank you so much
Individual Tax Preparation
Shanterea M.
Jun 2, 2025
•
From Google
The best tax office ever!Customer service and communication awesome
Credentials
Background Check
Denise Malone
FAQs
What should the customer know about your pricing (e.g., discounts, fees)?
My services are customized based on complexity, but individual tax returns start at $175 and small business returns start at $350. I’ll provide an exact quote after a short call
What is your typical process for working with a new customer?
At DM Bookkeeping, I keep things simple, professional, and stress-free:
1. Free Discovery Call
We start with a quick call to understand your needs and see if we’re a good fit.
2. Secure Client Portal Setup
Once we agree to move forward, I’ll send you access to your secure portal via TaxDome where you can upload your documents, sign forms, and communicate with me.
3. Onboarding & Document Review
I’ll review your documents, ask clarifying questions if needed, and begin preparing your return or organizing your books.
4. Review & Approval
You’ll receive a video or live review of your return or financials. You’ll approve everything before anything is submitted.
5. Payment & Filing
Payment is securely collected before filing. Then, I file your return or deliver your completed bookkeeping package.
6. Ongoing Support
I offer year-round support for questions, estimated tax payments, and future planning.
What education and/or training do you have that relates to your work?
I have a Masters In Accounting and Finance Management.
I am an IRS Enrolled Agent (EA), which means I’m federally licensed to represent clients before the IRS for tax matters, including audits, collections, and appeals. This designation requires passing a rigorous three-part exam and completing ongoing continuing education each year.
By day, I work full-time as a staff accountant managing financial reporting and month-end close processes. Outside of that, I run DM Bookkeeping, a virtual tax and bookkeeping service specializing in simplifying taxes for busy entrepreneurs.
