It’s free with no obligation to hire
Hired 91 times
31 years in business
(Pacific Time Zone)
Mon - Fri
9:00 a.m. to 6:00 p.m.
Top Pro status
Top Pros are among the highest-rated, most popular professionals on Thumbtack.
Photos and Videos
7 photos and 2 videos
Daniel is professional and knows his work and gives good realistic advice on taxation and accounting. I enjoyed the call I had with you working on the phone.Jan 10, 2018Verified
They were really responsive and professional. They helped me a lot.Jun 9, 2019Verified
I felt at immediate ease when I spoke with Office Manager and Mr. Ken did not disappoint. Immediatly, I felt I made the right choice and was in good hands. Within the first 5 minutes he knew how my case was to be handled. Relief!!! I hope they come to the South Sac. area.Apr 8, 2019Verified
Our family investment office is in need of bookkeeping support. We had a telephone consultation with Ken. He provided us with a lot of valuable advice on tax matters that we weren't previously aware of. Setting up the call was also very easy as Ken's team is very responsive.Nov 26, 2018VerifiedK.B. Daniel & Company's reply
Thanks for the feedback and please don't hesitate to contact us in the future if you need services or more advise!
Although we didn't end up hiring Dan I was very impressed with his past experience, professionalism, and attentiveness. We would have hired him but decided on someone close by that we could meet face to face.Feb 6, 2018Verified
License Type: Enrolled Agent (CA)
- What should the customer know about your pricing (e.g., discounts, fees)?Our rates are based on a flat fee versus an hourly rate. Pricing varies based on the services requested and the amount of work that needs to be done. You will always be informed if the rate that was initially quoted needs to be increased once financials are reviewed. We strive to honor the initial quoted rate as much as possible. All services are rendered to strive for 100% client satisfaction. If there are any issues after your service has been completed we will work with you until they are resolved.
- What is your typical process for working with a new customer?The most usual scenario is a phone consultation to get a basic understanding of the services needed followed by an in-person meeting if deemed necessary. We have a secure online client interface for uploading and downloading financials so we can assist you virtually if desired. Distance is not an issue, we can handle your income tax or accounting needs from the comfort of your own home!
- What education and/or training do you have that relates to your work?B.S., Accounting, CSU San Jose Enrolled Agent