Financial Statement Compilations
Financial Statement Attestations
Strategic Business Planning
There are countless CPA firms to choose from, all of which are capable of preparing a tax return or compiling a financial statement. If you only use a tax professional at year-end, which one you choose will likely have little consequence . . . but this approach comes at a cost.
Tax planning should be proactive (to realize savings), not reactionary (which leads to missed opportunities).
That’s what we provide at Daniels + Tansey. Our tax group is embedded into our ensemble team, working closely with our financial planners to maximize clients’ post-tax income and preserve wealth over time. These are on-going efforts, not just an end-of-year exercise.
To learn more about our tax services, whether stand-alone or as part of the integrated ensemble, please call or contact us using the button below.
* While tax planning and annual returns are prepared by Daniels + Tansey, compilation and attestation of financial statements is performed by Ann Taylor Tansey & Co., an affiliated CPA firm.