Resources

John Daniels CPA client resourcesAs a further service to our clients, our website offers links to valuable financial tools including up to date tax, business and financial news articles, financial calculators, a tax calendar with important filing dates, federal and state tax links, financial terms, and a page that offers links to track your federal and state tax refunds. While these tools are not a substitute for financial and tax advice from a qualified professional, they can be used as a starting point in your decision making process. Click a link below to start using these valuable resources today!

Monthly Articles
Check out the latest tax, business and financial news, tips and trends

Financial Calculators
60 financial calculators for Homes, Autos, Roth IRA's, Credit Cards, Insurance, Retirement, Saving, Investing Budgeting, and More!

Important Filing Dates
Stay up to date on important tax deadlines.

Federal and State Tax Links
This helpful resource offers links to federal and all 50 state tax websites.

Financial Terms
This resource offers a useful list of financial terms. A search feature is also included.

Track your Refund
Track your federal or state tax refund with this resource.

Useful Links
This page contains links to useful websites.

Monthly Cartoon
Just for fun, check out our monthly business cartoon.

 

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