Privacy Policy

  1. We will never sell or give your name to any other organization.
  2. We take the security of your information seriously. We have instituted every possible precaution to ensure that all of your data and materials are safe as long as they are under our control.
  3. We may contact you by email to announce product upgrades, new products, or ask you if you want to be on our mailing list.   If you do not want to receive these notifications, please reply and let us know.
  4. We keep your credit card number only as long as it is necessary to use it for a current transaction.
  5. This site contains links to other sites. We are not responsible for the privacy practices or the content of such Web sites.
 

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