Daniel C. Moreno, CPA is a full-service accounting firm located in Burlingame, California. We will provide you with high-quality, professional service with a personal touch. Our strength lies in our ability to provide you with year-round planning for your tax, financial, and business affairs. Our office is ready to serve your needs. We can suggest many tax and business strategies to help you succeed!
If you have any questions, please call us at (650) 342-5915 or send your questions to us via.
If you have any questions, please call us at (650) 342-5915 or send your questions to us via.
Services
Our firm was established in 1983 in Burlingame, California.
Prior to starting my CPA practice, I was in industry and other CPA firms for a total of eleven years.
I graduated with a Bachelors of Science degree in Accounting from the University of San Francisco and attended Golden Gate University in San Francisco for graduate studies in Business.
My principal source of continuing education is through the California CPA Education Foundation, the American Institute of CPA conferences and seminars, and other educational institutions.
Prior to starting my CPA practice, I was in industry and other CPA firms for a total of eleven years.
I graduated with a Bachelors of Science degree in Accounting from the University of San Francisco and attended Golden Gate University in San Francisco for graduate studies in Business.
My principal source of continuing education is through the California CPA Education Foundation, the American Institute of CPA conferences and seminars, and other educational institutions.
Business problems and their solutions are as varied as the kinds of businesses in existence.
There are some issues, however, that every business faces.
Whatever your business concerns, we can provide the help you need.
Whether you are starting a business or operating a going concern, we can help you select the proper organizational structure and help you secure adequate financing.
We will work with you and your banker, lawyer, insurance agent, and other advisors to solve your business problems.
There are some issues, however, that every business faces.
Whatever your business concerns, we can provide the help you need.
Whether you are starting a business or operating a going concern, we can help you select the proper organizational structure and help you secure adequate financing.
We will work with you and your banker, lawyer, insurance agent, and other advisors to solve your business problems.
Most people don't like to think about death, much less plan for it.
And since there is no legal requirement to do estate planning, many of us put it off.
Yet the truth is that investing a little time in estate planning can pay off in lower taxes and administrative costs, increased financial security for your loved ones, and best of all, your own peace of mind.
Estate planning is not just a task for the wealthy.
Tax implications kick in depending on the value of your estate and the federal and state laws in effect at the time of your death.
And since there is no legal requirement to do estate planning, many of us put it off.
Yet the truth is that investing a little time in estate planning can pay off in lower taxes and administrative costs, increased financial security for your loved ones, and best of all, your own peace of mind.
Estate planning is not just a task for the wealthy.
Tax implications kick in depending on the value of your estate and the federal and state laws in effect at the time of your death.
Invest in what you know.
The better informed you are, the better your investment decisions will be.
If you don't want to learn about investments, consider hiring a money manager and paying him or her to do your investing for you.
Diversify your investments.
Have some of your money in an investment that is easily converted to cash in case of emergencies.
The old adage "don't put all your eggs in one basket" is excellent investment advice.
Prepare an annual balance sheet (a list of all your assets minus all your debts) to determine your net worth.
The better informed you are, the better your investment decisions will be.
If you don't want to learn about investments, consider hiring a money manager and paying him or her to do your investing for you.
Diversify your investments.
Have some of your money in an investment that is easily converted to cash in case of emergencies.
The old adage "don't put all your eggs in one basket" is excellent investment advice.
Prepare an annual balance sheet (a list of all your assets minus all your debts) to determine your net worth.
More importantly, we can help you use these statements, as well as other reports, to better manage your business and increase your profitability.
Prepare financial reports monthly.
For year-to-date comparisons and to make quick management decisions, financial reports must be done monthly.
Current ratio - Current assets divided by current liabilities will measure your ability to pay your current debts.
Debt to equity ratio - Total liabilities divided by net worth will provide you with a year-to-year comparison of your ownership in the company.
Prepare financial reports monthly.
For year-to-date comparisons and to make quick management decisions, financial reports must be done monthly.
Current ratio - Current assets divided by current liabilities will measure your ability to pay your current debts.
Debt to equity ratio - Total liabilities divided by net worth will provide you with a year-to-year comparison of your ownership in the company.
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