Passionate About Delivering Outstanding Accounting and Tax Services
Based in the heart of California wine country, Daniel N. Canellos, CPA, A Professional Corporation, offers personalized accounting and tax services tailored to individuals and small to mid-sized businesses. We pride ourselves on building strong relationships with our clients, understanding their unique needs and proactively offering solutions.
Who We Are
Our team consists of skilled professionals with extensive experience in public accounting, taxation, and various industries. Led by Daniel Canellos, CPA, we combine technical expertise with a genuine commitment to client service and satisfaction. Our dedicated office manager, Gianna Garcia, and staff accountant, Jason Canellos, work alongside Daniel to ensure seamless and efficient client experiences.
What We Do
We offer a comprehensive range of services across tax preparation and planning, accounting and attestation, and business consulting. Our services include:
Tax Services
- Individual tax return preparation and planning
- Business tax preparation and planning for various entities
- Estate, gift and trust tax preparation and planning
- Audit representation and tax controversy assistance
- Multi-state tax issues and planning
Accounting & Attestation Services
- Review and compilation of financial statements
- Accounting and bookkeeping services
- Business valuations
Business Consulting Services
- Entity selection and tax planning
- Business valuations for various purposes
- Feasibility studies and market analysis
Areas of Expertise
Our team has extensive experience across diverse industries, including:
- Agricultural
- Real estate
- Manufacturing
- Wholesale & Retail
- Non-profit organizations
Why Choose Daniel N. Canellos, CPA?
- Personalized and responsive client service
- Comprehensive expertise in tax planning and compliance
- Strong understanding of industry-specific challenges
- Commitment to open communication and transparency
- Flexible and affordable service options
Overall Experience
The reviewers have had mixed experiences with Daniel's accounting services. Some have been extremely satisfied with his professionalism, accuracy, and advice, while others have had issues with inaccurate estimates and unauthorized charges.
Professionalism and Expertise
Daniel is described as a consummate professional, taking the time to listen to clients and providing expert advice. He is said to be knowledgeable and accurate in his work, handling returns with precision and care.
Communication and Organization
Daniel's packet helps clients organize their taxes and understand the process. He is responsive to client queries and provides great advice with every decision.
Issues with Estimates and Billing
However, one reviewer had issues with inaccurate estimates, resulting in overpayments of thousands of dollars. They also felt that Daniel charged them for a task without their consent.
Recommendation
Despite some issues, the reviewers who had positive experiences highly recommend Daniel's services, particularly for those looking for a quality accountant in the Sonoma County area.
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