Our Firm

 

John Daniels CPA ServicesWe 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.  This feature has been extremely popular with our clients. 

Our People

John Daniels CPAJohn Daniels, CPA,  graduated from Drake University with a BS in Economics.  He worked for the Pillsbury Company and Holmquist Elevator Co in Omaha, Nebraska.  He then worked as a commodity specialist for EF Hutton on the Chicago Board of Trade for three years.  He then obtained a MS in Economics from Iowa State University and became a licensed CPA in the state of Arizona in 2010.  


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Helen Daniels, EAHelen Daniels,  EA, graduated from Kansas State with a BS in Mathematics.  She taught for several years and then obtained a MS in Mathematics from Portland State University.  She joined John in his CPA practice in 2010 and obtained an Enrolled Agent credentials from the IRS in 2011.  Helen specializes in managing tax compliance for the firm.   

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Our History

The original firm, John Daniels CPA, began with general tax and accounting services for business and individuals. This developed into strategic planning for individual portfolios and wealth management, minimization of tax liabilities for individuals and corporations, and general retirement/financial planning.   We believe in "old school" principles, but we also believe in keeping up with the needs of individuals and businesses in this rapidly changing world.

 

Our Credentials

Our firm is licensed by the State of Arizona.  John Daniels CPA, LLC is a Registered Investment Adviser.  John Daniels is the principal of the firm and holds Arizona CPA license number 16025-R.  John also has a BS in Economics from Drake University and and a MS in Economics from Iowa State University.  

 

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tax planning services

  • 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.        Read more
  • Financial Planning

    We provide a fee based planning service teaming up with MoneyGuide Pro.  Your program is then accessible throughout the year online and can be updated every year.    Read more
  • Portfolio/Wealth Management

    We have teamed up with Interactive Brokers, LLC to provide you with low cost and effective asset management customized to meet your needs.    Read more

  • For our business clients, we offer assistance in financial statement development that generates meaningful information.  We also assist small businesses in business valuation and succession planning.      Read more