Services
Mission Statement
Directed by persistent focus on our client's needs, we will consistently strive to meet the critical initiatives required to achieve our vision.
In doing this, we will deliver technical expertise and strict professionalism with every return prepared and will meet or exceed our commitments to the many clients we will assist. All of our short-term actions are designed to produce long-term relationships with our clients.
Income Tax Preparation
We have the complete ability to prepare your federal taxes as well as any state you may require.
Prior-Year Taxes and Military Tax Returns
We can review any previous year tax return for accuracy, then correct any errors if found. We completely understand the uniqueness of military living, and as such, will confidently prepare your taxes appropriately.
OUR PHILOSOPHY
Our firm is here to take the pain out of tax preparation and relieve any undue pressures the IRS may impose. The US Internal Revenue Code gets increasingly more difficult to comprehend and our firm is here to assist you with understanding your rights as a taxpayer and as a citizen. Here at Taxes by Dan, we are dedicated to you and all your different tax planning and preparation needs. We've been around for years, and we've reviewed and prepared hundreds of tax returns for people just like you. But our most important goal is to make you a client for life.
KNOWLEDGE BASE
Ask us about your tax situation
We know it's often hard to figure out your own tax situation. We can help you navigate the IRS tax code to find the best fit for you.
IRS and DoD Trained for military taxes
With several years experience providing tax services for the US Military, we can assure you that we understand your particular tax issues. Whether it is with resident state taxes or with rental property and moving deductions from PCS moves, we know about it.
Superior Education in Federal Taxation
Our principle has earned an MBA degree with graduate level instruction in taxation. He garnered Instruction to recognize important tax consequences of common business transactions and how substantially different tax liabilities can result from nearly identical economic events. He focused further emphasis in producing practical results as well as maintaining technical compliance. He also mastered topics such as estates and gifts, fiduciary accounting, tax-exempt entities, and qualified and nonqualified retirement plans.
Dan's Bio
Dan is a native to the Southwest being born and raised in Arizona. During high school he began in the accounting field working for his father’s practice where he predominantly assisted with basics and as a courier for his father. Nevertheless, he acquired certain business acumen and picked up the basics of tax accounting which has helped him throughout his life. After high school he enlisted and served in the US Army, where he learned discipline, strength, and sense of duty. After getting out of the military, he began working in the food service industry, in which he worked through many positions including management and becoming a food and beverage consultant.
While working within the restaurant industry he discovered his talents for networking and sales. It was during this time when he met and married the love of his life, Suzanne. The two of them expanded their little family with two little boys. This family change prompted Dan to pursue different avenues of business and finance including real estate investment and residential mortgage origination. After a few career moves and during the economic market crash, Suzanne had the desire to pursue her dream of military service, so she then joined the military, where she also currently serves in US Army. This allowed Dan an opportunity to finish school and focus on finance and accounting, while becoming a military husband.
While in college, he focused his studies on Finance and accounting where he earned a BS in Business Finance as well as an Dual MBA in both Federal Tax Accounting for personal tax, as well as, Hospitality Management.
Dan began his tax preparation knowledge and skills by working with the U.S. Army’s JAG Corps as a tax preparer while still in Bavaria, Germany. Later on he became the Tax Coordinator for the US Army Joint Multinational Training Command, where he oversaw all eight US Army Tax Centers in Bavaria, only furthering is knowledge of taxes, along with personal finance, and investments.
Dan’s extensive experience in taxes along with his education in taxation accounting has enabled him to become a subject matter expert in the field of tax preparation.