Hello! I've been preparing tax returns since 2011. I have a CPA license and Master of Taxation degree. My experience includes individual, small- medium- and large business, trust, estate, and gift tax returns, as well as tax planning and strategies, bookkeeping, and QuickBooks training, and also contacting the IRS and state and local revenue departments to resolve notices and audits taxpayers have received. I also have experience with payroll, sales and use tax, and various other state specific taxes. If you need a well rounded CPA to help your business with the variety of direct and indirect tax elements you may be facing, then I'm your man.
Overview
Hired 1 time
Background checked
1 employee
2 years in business
Business hours
This pro hasn't listed their business hours.
Payment methods
This pro accepts payments via Cash, Check, and Venmo.
Customers rated this pro highly for professionalism, punctuality, and responsiveness.
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3 reviews
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Alexandria T.
Mar 28, 2024
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Hired on Thumbtack
Great to have a consultation and learn more about my own situation with taxes! Very responsive, kind, and I appreciated the clear communication.
Individual Tax Preparation
Stacie L.
Mar 27, 2024
Daniel has taken care of our personal and business taxes and always filed on time and explained things clearly to me. Full disclosure, he is my husband and starting to work for himself the first time, and he has been able to give excellent advice and share knowledge to our family and friends for years! If you’re wanting a professional CPA with knowledge and experience try Daniel.
Lance M.
Dec 3, 2024
I've known and worked with Daniel for ages. I would recommend his work to anyone.
Credentials
Background Check
DANIEL LATER
FAQs
What should the customer know about your pricing (e.g., discounts, fees)?
My prices are flat fees for a defined result, not hourly. This gives you the knowledge that a quote can be relied on as a strong estimate, and also incentivizes me to complete your work quickly.
However, I do employ an hourly rate if the project and outcome are difficult to define, such as resolving IRS or state tax notices.
What is your typical process for working with a new customer?
I like a brief introduction from both parties, then I define their situation. Since everybody is different, everybody needs a tailored approach to their tax situation. After a 30 minute call, I like to give a quote, then invite them to work together with me on completing their desired task.
What education and/or training do you have that relates to your work?
I have a Master Degree from Weber State University. More importantly, I have more than a decade of experience.
