At John Daniels CPA, LLC the careful management of your finances is our top priority. We pride ourselves on giving you personalized and thorough service that meets your individual or business needs. Individual clients have different needs than business clients. We provide to our individual clients overall financial guidance tailored to their specific situation.
Whether it is a young family just starting out and budgeting for the future or a retired couple managing their portfolio, each has different needs. But wrapped around both situations is the desire to improve their financial life. And, of course, minimizing their taxes is a keystone of our financial planning program. Business clients, on the other hand, are focused on growing their business and growing their bottom line.
While tax planning is important, business owners need current information to manage their businesses. John Daniels CPA, LLC concentrates on increasing our business customer's success. We provide services to help you plan your first day, accurately track revenue and receivables, identify key performance indicators, and minimize your tax liability.
Whether it is a young family just starting out and budgeting for the future or a retired couple managing their portfolio, each has different needs. But wrapped around both situations is the desire to improve their financial life. And, of course, minimizing their taxes is a keystone of our financial planning program. Business clients, on the other hand, are focused on growing their business and growing their bottom line.
While tax planning is important, business owners need current information to manage their businesses. John Daniels CPA, LLC concentrates on increasing our business customer's success. We provide services to help you plan your first day, accurately track revenue and receivables, identify key performance indicators, and minimize your tax liability.
Services
At John Daniels CPA, the careful management of your finances is our top priority.
We pride ourselves on giving you personalized and thorough service that meets your individual or business needs.
We provide a full range of tax and financial planning services for our individual clients along with accounting and consulting services for our business clients.
At John Daniels CPA, we assist our tax clients through efficient compliance and effective planning to help them realize substantial savings.
We use a team approach and focus on timely communication to provide our clients with excellent service.
We pride ourselves on giving you personalized and thorough service that meets your individual or business needs.
We provide a full range of tax and financial planning services for our individual clients along with accounting and consulting services for our business clients.
At John Daniels CPA, we assist our tax clients through efficient compliance and effective planning to help them realize substantial savings.
We use a team approach and focus on timely communication to provide our clients with excellent service.
We 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.
John Daniels, CPA, graduated from Drake University with a BS in Economics.
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.
John Daniels, CPA, graduated from Drake University with a BS in Economics.
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.
We have teamed up with Interactive Brokers, LLC to provide you with low cost and effective asset management customized to meet your needs.
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.
Our comprehensive tax service focuses on compliance, on tax minimization and on tax strategies.
We have teamed up with Interactive Brokers, LLC to provide you with low cost and effective asset management customized to meet your needs.
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.
Tax return preparation is billed by the complexity of the return and has a base fee of $250.
Our financial planning program is billed at $750 for the initial setup and then $250 annually for an update.
Portfolio management/wealth management is billed at a base starting rate of 1% of the assets under management.
In some cases, it may be lower.
Our standard billing procedure for business consulting is to bill monthly.
Our standard billing rate for business consulting engagements is $250 per hour.
Our financial planning program is billed at $750 for the initial setup and then $250 annually for an update.
Portfolio management/wealth management is billed at a base starting rate of 1% of the assets under management.
In some cases, it may be lower.
Our standard billing procedure for business consulting is to bill monthly.
Our standard billing rate for business consulting engagements is $250 per hour.
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