Achieve Your Financial Goals with Confidence
At John Daniels CPA, we are committed to providing high-quality tax, financial, and investment services to individuals and businesses in Sarasota, Florida. Our team of experienced professionals is dedicated to delivering personalized solutions that cater to your unique needs and goals. With years of expertise in tax preparation, financial planning, investment management, and estate planning, we are your trusted partner in achieving financial success.
Our Story
John Daniels CPA began in 2010 with a vision to provide comprehensive tax and accounting services to individuals and businesses. Over the years, we have expanded our services to include strategic planning for individual portfolios, wealth management, tax minimization, and retirement planning. In 2017, we established an RIA firm, John Daniels CPA, LLC, and began offering financial planning and investment management services to our clients.
Our Values
At John Daniels CPA, we are committed to upholding three core principles: professionalism, responsiveness, and quality. We believe that these values are essential in providing outstanding service to our clients. Our team is dedicated to delivering personalized attention, timely responses, and high-quality solutions that meet your unique needs.
Our Services
We offer a comprehensive range of services designed to help you achieve your financial goals. Our services include:
- Tax Services: Individual and business tax preparation, tax planning, and estate and trust tax services
- Financial Services: Personal financial planning, focused financial planning, financial wellness checkup, IRA advisory services, and retirement planning
- Investment Management: Growth investing, wealth management, and estate planning
- Tax and Financial Planning: Strategic business planning, business succession planning, trust administration, and investment management using proprietary strategies
Why Choose Us?
At John Daniels CPA, we understand that planning for your financial future is not just for the wealthy; it's essential for everyone. We believe that our team approach, combined with our expertise and commitment to our values, sets us apart from other firms. Whether you're a business owner, retiree, or individual seeking financial guidance, we are here to help.
Expertise and Professionalism
The reviewers praise John Daniels for his exceptional expertise and professionalism in handling complex tax situations, estate creation, probate taxes, and prospective estate planning issues. He is described as a critical thinker, honest, and knowledgeable in his field.
Personal Experience and Loyal Client
One reviewer, Robin Jones, has personally utilized John Daniels' services for many years and has had positive experiences with him. She is a loyal client and appreciates his ability to navigate complicated tax situations and provide personalized advice.
Tax and Financial Consultation
John Daniels is commended for providing exceptional tax and financial consultation services. He is credited with providing suggestions that have resulted in added refunds on tax returns and increased income in investment portfolios.
Easy to Work With
Both reviewers agree that John Daniels is easy to work with, providing excellent advice and support throughout the consulting process.
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