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TESTIMONIALS

Testimonials: Testimonials

I had moved across the country and needed to find someone to handle my taxes and didn’t know anyone. I was very fortunate to be referred to Daniel. We have worked together going on 5 years now and I couldn’t be happier. I even referred him to my fiancé and now she is a client too.

From being super responsive if I have a question, to making me aware of various tax laws and allowances, to even filing a split NY/CA return for me my first year with him - Daniel does top level work at a very reasonable rate and I highly recommend him!

Matthew Wiens - Newport Beach, CA
Investment Manger

Daniel has been preparing the bookkeeping and tax returns for my businesses from the start. He is always diligent and accurate when preparing my books and tax returns. He advises me on the opportune deductions for my type of business and gets me to the best possible tax situation. 

Daniel has also prepared my individual tax return each year. The process of having Daniel handle all of my accounting needs has been a seamless and a weight off my shoulders. It has allowed me to spend my time handling my business, knowing that the accounting and tax returns are being taken care of. 

Taylor Schoenig - Buena Park, CA
TPS Landscaping

Daniel has been an excellent accountant. I’ve used his services for the past five years. He has been able to manage complicated tax situations involving my investments, distributions of partnerships, and my income statement as a self employed individual all in a diligent and efficient manner.

Nick P. - Newport Beach, CA

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