Helping you achieve your financial goals, one step at a time.
Michalik & Daniels, Inc. is a full-service accounting firm dedicated to providing clients with personalized financial guidance and expert advice. With over 45 years of experience, our team of financial professionals has been serving the Pittsburgh area by delivering high-quality, personalized financial services to individuals and businesses.
Our Mission
Our mission is to help clients maintain financial viability in the present while taking a proactive approach to achieve future goals. We believe that open communication is key to understanding our clients' needs, and we strive to provide exceptional service by combining expertise, experience, and teamwork. Our dedication to high standards and professionalism has earned us the respect of the business and financial community in and around the area.
Our Services
At Michalik & Daniels, Inc., we offer a wide range of services to cater to the diverse needs of our clients. Our services include:
Tax Management Services
We guide our clients through a full range of tax planning and preparation decisions with strategies that minimize their tax liabilities, maximize their cash flow, and keep them on track to their financial goals. Our expertise, experience, analysis, and thorough research allow us to optimize financial opportunities to be found in existing as well as recently altered tax laws.
Accounting Services
From start-ups to established enterprises, businesses rely on accurate and insightful financial information to maintain profitability and capitalize on new opportunities. Our accounting services steer you closer to these goals with accurate record-keeping and reporting, as well as support on financial issues such as initial accounting system setup, cost-containment, tax planning, and investments.
Estate and Trust Planning
Effective estate and trust planning can ensure financial security for loved ones. Our role is to help you navigate the complex and shifting tax laws to facilitate the transfer of assets and minimize the tax liability of your beneficiaries. We ensure that your taxes and estate are thoroughly and carefully planned to avoid complications and ensure that your wishes are followed.
Financial and Retirement Planning
Our goal is to help you reach your financial goals and maintain financial independence through a comfortable retirement. We can guide you through tough decision-making processes such as asset allocation, investment performance monitoring, college education funding, retirement plans, insurance, and tax, estate, and business succession planning. We ensure that your portfolio will take into account tax implications for an advantageous after-tax return.
Exceptional Service
The reviews rave about the exceptional service provided by Michalik & Daniels, Inc. and its team, particularly Larra Daniels. Clients praise their professionalism, patience, and expertise in handling tax management services. The accountants are described as pleasant, helpful, and willing to explain complex tax topics in a clear manner.
Personal Experience
Reviewers share their personal experiences with the accounting firm, highlighting the personalized attention they received. Chris James notes that Larra and her team were awesome to work with, while Iya Bolick mentions that Larra has done their taxes for several years, always providing professional and thorough service.
Positive Reputation
The firm's reputation is strong, with most reviewers giving a 5-star rating. Todd Fleck, Oliver Poppenberg Jr, and Lesbi Yinzer all praise Larra's professionalism, expertise, and attention to detail. Canny Kannan, however, has a negative experience, feeling yelled at and mistreated during a phone conversation.
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