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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