Your Partner in Financial Success
At Daniel S. Grieb, CPA, we are a team of experienced and passionate professionals dedicated to providing personalized financial guidance and innovative solutions to individuals and businesses in the Omaha area. Our personalized approach and unwavering commitment to client success have earned us a reputation as one of the most respected accounting and wealth management firms in the region.
Wealth Management
- Comprehensive financial planning for individuals and families
- IRA and retirement plan management
- Investment portfolio review and optimization
- Tax-efficient strategies to maximize growth and minimize risk
Business Services
- Accounting and payroll services for small and medium-sized businesses
- Business consulting and taxation expertise
- Comprehensive financial planning to achieve your business goals
- Experienced guidance on financial technology solutions
Our Expertise
Our professionals have extensive experience in various fields, enabling us to offer services tailored to your unique needs. We leverage our deep understanding of finance, accounting, and tax laws to provide:
- Personalized guidance: We take the time to understand your individual goals, concerns, and financial situation to tailor our recommendations.
- Proactive solutions: We proactively identify potential risks and opportunities to help you achieve your financial goals.
- Client-centric approach: We prioritize open communication and transparency, ensuring you are actively involved throughout the process.
Our Mission
Our mission is to empower you to achieve financial stability, navigate financial challenges, and reach your financial goals. We are committed to providing you with the knowledge, tools, and strategies you need to make informed financial decisions and achieve financial success.
Meet Our Team
At Daniel S. Grieb, CPA, we are proud to have a team of highly skilled and experienced professionals who are dedicated to serving our clients. Get to know our dedicated team and learn how their expertise can benefit you.
Overall Experience
The reviewer, Stephanie Kinney, had an extremely positive experience, giving a 5-star rating.
Praise for Dan
Dan is highly praised for being helpful and prompt in getting things done. The reviewer highly recommends him, indicating a strong level of trust and satisfaction.
