Our Services
Personal Financial Services
Business Financial Services
Daniels Accounting and Tax provides an online platform for clients to organize and maintain their financial lives. Our professionals bring the education (CPAs, EAs, etc.) and experience to guide you to answers that best fit your individual situation.
A properly planned tax leads to an accurate and timely prepared return. Tax planning for a pass-through entity such as an S-Corporation or Partnership, of necessity requires tax planning for the owners. Let Daniels Accounting and Tax guide your company through the complexity of tax regulation
Annual Tax Preparation
Avoid the annual tax-season panic by trusting your taxes to the experts. With over 30 years of experience in personal and business tax preparation, we’re well equipped to manage your taxes and get you the highest tax refund possible.
IRS or State Agency Tax Help
Don’t leave your tax notices sitting in a pile getting old. Ignoring them will not make them go away.
Whether you are managing a loved one’s estate or need to make plans about your own assets, our experts can take the burden from your shoulders.
Estate Management
Accounting, bookkeeping, payroll, expense management… A personal or business budget can easily become complicated. We can customize an accounting budgeting plan to fit your specific needs.
Personal Accounting & Budgeting
Based on your company’s structure and needs, Daniels Accounting and Tax will project tax consequences for the company and its owners up to 4 times per year, preparing estimated tax payment vouchers, if needed, and then prepare the entity’s tax return.
Tax Planning & Preparation
Are your books telling you where your business has been, but not where it's going? Clean, accurate, and timely bookkeeping gives you the financial information you need to make better decisions for tomorrow.
Daniels Accounting and Tax provides Client Accounting Services (CAS). We use Quickbooks Online (QBO) and Xero for accounting platforms. Now we can provide:
Bookkeeping including monthly/quarterly writeups
Sales Taxes
Annual Reports
Worker’s Comp Audits
And much more!
Our team does the work and provides the reports
We will work collaboratively with your staff and advise management