Services Offered
Tax Preparation
Comprehensive tax filing services for individuals and businesses, including amended returns and real estate investment tax optimization.
Real Estate Tax Consulting
Expert guidance on real estate tax rules, cost segregation, bonus depreciation, and short-term rental regulations to enhance tax situations.
Accounting Services
Professional bookkeeping and financial management using organized software for accurate and efficient record-keeping.
Financial Consulting
Personalized advice on tax planning, investment strategies, and financial decisions to help clients achieve their goals.
Amended Return Assistance
Support in revising previous tax returns to identify and claim missed refunds or deductions.
Reviews
5(5 reviews)
Rating Distribution
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Thomas Mifflin
via Google
3 months ago
They did a great job with my complicated amended return and filing. The software they use is organized and easy to use. If I need tax help, I know who I'm going to! Thank you!
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Zach Richardsvia Google
11 months ago
I've had the pleasure of working with Daniel and his team since 2019. I'm very impressed with their thoroughness, knowledge, and communication. An excellent CPA firm!
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Adriana Fernandez-Clarkvia Google
over 1 year ago
If you’re looking for tax preparation pros, look no further! We had the best experience doing our taxes with this team. We were specifically looking for expertise with real estate investments which they are the best in. They are so professional and knowledgeable and answered our questions every step of the way. Not only did they do our taxes for this year, they helped us complete a revision for a previous year and were able to find us a significant amount of returns that we would have otherwise left on the table. Looking forward to working with them for a long time to come.
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Nathan Herringtonvia Google
over 1 year ago
Daniel and Dan both did an outstanding job. They helped get my old returns amended and navigated my current return after switching over from another firm. Great service and would highly recommend.
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Sunny Huangvia Google
over 2 years ago
Daniel and Dan are great tax partners to work with and I can't speak more highly of them. I needed to find a reliable CPA firm to help me with my personal tax as I run a short-term rental real estate investing business. They are very knowledgeable about real estate related tax rules, walked me through the ins and outs of topics such as cost segregation, short-term rental, bonus depreciation etc. They helped me successfully filed tax return and materially enhanced my tax situation. Their service fees are very reasonable for the professional service and care they provide. If you are looking for a professional, reliable, great CPA firm to help you with any real estate related tax services, look no further!
