DH Craig CPA P C

At DH Craig CPA, P.C., we are passionate about helping individuals and businesses achieve financial success. With years of expertise and a personalized approach, we offer comprehensive financial planning services to empower our clients to take control of their finances and navigate complex financial situations.

Our Team and Values

Led by Daniel H. Craig, CPA, CFP, PFS, our team of experienced professionals brings a diverse background and shared values to every client engagement. We believe in:

• Personalized Attention: We take the time to understand your unique needs, goals, and challenges.
• Transparency: We provide clear and concise explanations of your financial situation and proposed solutions.
• Accessibility: We are readily available to answer your questions and address your concerns.
• Integrity: We adhere to the highest ethical standards and maintain the confidentiality of your personal information.

1. Financial Planning

• Develop comprehensive plans for wealth accumulation, retirement planning, and estate preservation.
• Personalized budgeting and expense management strategies.
• Goal setting and financial tracking.
• Risk management analysis and mitigation strategies.

2. Tax Services

• Tax preparation and filing for individuals and businesses.
• Representation before the IRS and state tax agencies.
• Tax planning and optimization strategies.

3. Retirement Planning

• Comprehensive analysis and guidance regarding 401(k) plans, IRAs, and other retirement accounts.
• Contribution optimization strategies.
• Investment selection and review.

4. Business Services

• Business valuations and financial assessments.
• Business succession planning and transition strategies.
• Tax planning and compliance strategies for businesses.

5. Personal Financial Planning

• Comprehensive estate planning services, including wills, trusts, and power of attorney.
• Financial coaching and guidance on navigating life transitions.
• Investment review and optimization.

Empower Your Financial Future

At DH Craig CPA, P.C., we believe financial planning is a journey, not a destination. We are committed to working with you every step of the way, providing ongoing support and guidance to help you achieve your financial goals and navigate life's financial challenges.