Empowering You to Achieve Your Financial Pursuits
John Daniels, CPA is a leading accounting and financial planning firm in Sarasota, Florida, offering comprehensive services to individuals and businesses. We understand that your financial life is unique, and we tailor our strategies to meet your specific needs and goals.
Our Expertise
Our team of experienced professionals boasts extensive knowledge in various financial domains, including:
- Tax Services: Individual and business tax preparation, planning, and compliance
- Financial Planning: Comprehensive wealth management, estate planning, and retirement planning
- Investment Management: Option-enhanced portfolios to maximize returns and mitigate risks
- Business Services: Business valuation, succession planning, and financial advisory
Our Commitment
We believe in building lasting relationships with our clients, and we are dedicated to:
- Providing personalized attention and clear communication
- Maintaining the highest ethical standards of the profession
- Delivering measurable results through data-driven strategies
- Empowering you with knowledge and guidance every step of the way
Our Services
We offer a comprehensive array of services designed to address various aspects of your financial life, including:
- Tax Planning and Preparation: Optimizing your taxes through legitimate deductions, credits, and strategies.
- Financial Planning: Creating a roadmap for achieving your financial goals, including retirement planning, estate planning, and investment management.
- Investment Management: Building and managing a diversified portfolio that aligns with your risk tolerance and financial goals.
- Business Consulting: Guiding you through business valuation, succession planning, and financial growth strategies.
Why Choose John Daniels, CPA?
When you partner with John Daniels, CPA, you benefit from:
- Experienced and knowledgeable professionals
- Personalized and individualized service
- Transparent and clear communication
- Measurable results and ongoing support
- A commitment to building lasting relationships
Contact us today to schedule a consultation and discuss your financial goals!
Expertise and Services
John Daniels, a certified public accountant (CPA) and financial planner, has provided exceptional services to his clients. Robin Jones, a loyal client, has worked with John for many years, utilizing his expertise to navigate complex tax situations, estate creation, probate taxes, and estate planning for his elderly mother.
Personal Experience
Robin Jones praises John as a "wonderful professional expert, " emphasizing his honesty and ability to provide clear guidance in a complex financial landscape. Steve Evarts, another satisfied client, commends John on his "superior support" in tax and financial consultation. Both clients have benefited from John's expertise, with Robin experiencing success in resolving complex tax situations and Steve receiving added refunds on his tax returns and increased income from his investment portfolio.
Professional Qualities
John's excellent reputation is founded on his expertise as a CPA and financial planner, as well as his critical thinking skills. He is described as a "critical thinker" by Robin Jones, who appreciates John's ability to provide clear and honest guidance.
Recommendations
Highly recommended by both Robin Jones and Steve Evarts, John Daniels is an exceptional professional who has delivered outstanding results for his clients.
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