Tax Preparation

Dan makes sure you are in full compliance with your tax preparation services. He will help you minimize your liability as much as possible through deductions.

Business Strategies

Dan provides valuable guidance for new business start-ups, tax planning, and consultation services for our clients' business operations through every stage of a company's growth.

Life Event Planning

Dan offers sound, expert advice on a variety of financial situations that individuals are likely to encounter over their lifetimes. The broad range of topics includes everything from buying a house to improving your retirement..