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Daniel Dollinger CPA CFP


Certified Public Accountants, are people who are dedicated financial professionals of the United States of America and who have spent a good deal of their academic career studying and passing the stringent Uniform Certified Public Accountant Examination. These professionals have, strived to meet and have met additional state education and experience requirements for their license to operate as a CPA. CPAs are the only professionally licensed people to provide the public, attestation which includes auditing and opinions on financial statements. While CPAs are known by the general public in part for their tax expertise and for maintaining the accounts books of small organizations, they are uniquely educated for the attestation function discussed above.
 
Daniel Dollinger CPA CFP provides income tax, accounting, bookkeeping, and financial planning services. The goal is to save you taxes, take care of your accounting, help your business grow, and plan your financial future.  This company is owned and run by Daniel Dollinger. They manage investment portfolios on a fee only basis.
  
Every portfolio is custom designed based on client objectives, timeframe, tax situation, and ability to handle risk. They explain every choice so that you can choose the plan that works the best for you. Whatever you choose, they complete all federal and state tax returns necessary regardless of your form of business or how many states you operate in. 

They have a large business and individual income tax practice. Whether your return is big or small, they give face-to-face attention, explaining everything they do. They encourage clients to share their ideas, financial goals and financial problems with them. 

Their services in this department include Income Tax Returns, Estate Tax Returns, Trust Tax Returns, Tax Planning and Research. Good financial planning is not about insurance or any other financial product.  They use tax planning, investment advice, insurance planning, and any thing else they can think of to increase your goal's likelihood of success.   

They start with the goal, which they may need to help you define.  Also, some goals are unrealistic.  It is also their duty to tell you what they think is not reasonable. They do not sell products or earn commissions.  The only thing they have to sell is their time. They only work with professionals that see client relationships in the same way they do.  Also, they would maintain the overall client relationship.   

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