At John Daniels CPA, LLC the careful management of your finances is our top priority. We pride ourselves on giving you personalized and thorough service that meets your individual or business needs. Individual clients have different needs than business clients. We provide to our individual clients overall financial guidance tailored to their specific situation.
Whether it is a young family just starting out and budgeting for the future or a retired couple managing their portfolio, each has different needs. But wrapped around both situations is the desire to improve their financial life. And, of course, minimizing their taxes is a keystone of our financial planning program.
Whether it is a young family just starting out and budgeting for the future or a retired couple managing their portfolio, each has different needs. But wrapped around both situations is the desire to improve their financial life. And, of course, minimizing their taxes is a keystone of our financial planning program.
Services
At John Daniels CPA, the careful management of your finances is our top priority. We pride ourselves on giving you personalized and thorough service that meets your individual or business needs. We provide a full range of tax and financial planning services for our individual clients along with accounting and consulting services for our business clients.
We combine the experience of a large firm with the personal attention that only a small firm can provide. Our clients come back to us year after year because they know they are in good hands. We work to develop long-term relationships; whether your needs are simple or complex, we can help. Unique to our firm is the fact that we meet with you in our conference room by appointment or we meet with you in your home/business by appointment.
At John Daniels CPA, LLC we provide tax services for individuals and businesses. Our comprehensive tax service focuses on compliance, on tax minimization and on tax strategies. We have teamed up with Interactive Brokers, LLC to provide you with low cost and effective asset management customized to meet your needs.
Tax return preparation is billed by the complexity of the return and has a base fee of $250. Our financial planning program is billed at $750 for the initial setup and then $250 annually for an update. Portfolio management/wealth management is billed at a base starting rate of 1% of the assets under management.
Reviews (2)
Robin Jones
Jul 19, 2020
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John Daniels has been a wonderful professional expert that I have utilized for many years(7). He has dealt with several complicated tax situations, estate creation, probate taxes as well as prospective estate planning issues with my elderly mother. He is a CPA, financial planner and a critical thinker . I can tell you personally he is an honest voice in the midst of all the hype. I am a loyal client .
Steve Evarts
Jul 17, 2020
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