Business Details
34 Years
experience
Trusted Accounting & Wealth Management Services in Omaha, NE
Founded in 1992, Daniel S Grieb CPA has established itself as a trusted partner for individuals and businesses seeking comprehensive financial solutions. Our team of licensed CPAs and Investment Advisor Representatives combines technical expertise with personalized service to address diverse accounting, tax, and wealth management needs. With a focus on small to mid-sized enterprises and households, we deliver tailored strategies to optimize financial outcomes. Our multidisciplinary approach integrates investment management, pension administration, and business consulting to adapt to evolving client requirements. Over three decades, weve expanded beyond traditional tax services to become a full-service resource for wealth accumulation and business efficiency.Our commitment to continuous education ensures clients benefit from up-to-date insights in a dynamic financial landscape. Headquartered in Omaha, Nebraska, we serve the metro area with a dedication to transparency, reliability, and community engagement. By prioritizing client relationships over transactional interactions, we foster long-term partnerships built on trust and measurable results. Our professionals bring decades of collective experience in real estate, logistics, and nonprofit sectors, enhancing our ability to deliver holistic financial guidance. As active members of the Nebraska Society of CPAs, we uphold the highest standards of professional integrity while maintaining a client-centric philosophy that values individualized attention.
Services
Wealth Management
Business Services
Tax Preparation
Payroll Processing
Bookkeeping
Financial Planning
Investment Management
Pension Management
Estate Planning
Consulting Services
Details
- Year established: 1992
Highlights and features
- We offer 30+ years of experience in accounting and wealth management since 1992
- Our team includes licensed CPAs and Investment Advisor Representatives
- We provide comprehensive services spanning tax planning, payroll, and investment management
- Our multidisciplinary approach addresses both personal and business financial needs
- We serve Omaha Metro businesses with localized market knowledge
Services
Wealth Management
Our wealth management services integrate investment advisory, retirement planning, and estate strategies to optimize long-term financial success. We create personalized portfolios aligned with individual risk tolerance and life goals. By combining tax-efficient strategies with ongoing portfolio management, we help clients preserve and grow assets while navigating market fluctuations.
Business Services
We provide comprehensive business accounting solutions including payroll processing, bookkeeping, and tax consulting for small to mid-sized companies. Our services ensure accurate financial records, regulatory compliance, and strategic tax planning. From initial business setup to ongoing financial management, we support business owners through all growth stages with tailored financial expertise.
Tax Preparation
Our tax services cover individual and business returns with emphasis on strategic planning to minimize liabilities. We handle complex filings for corporations, partnerships, estates, and nonprofits while ensuring timely compliance. Through year-round tax advisory, we help clients optimize deductions, navigate audits, and implement tax-saving strategies aligned with their financial objectives.
Payroll Processing
We offer full-service payroll solutions including MICR check printing, direct deposit, and electronic tax filings. Our system ensures accurate wage calculations, tax withholdings, and regulatory compliance. We also assist with workers' compensation audits and payroll tax reporting, helping businesses maintain error-free payroll records while saving time and reducing administrative burdens.
Bookkeeping
Our bookkeeping services maintain organized financial records through bank reconciliations, ledger postings, and financial statement preparation. We work with popular accounting software to provide real-time financial insights. By ensuring accurate record-keeping and proactive tax planning, we help businesses maintain financial clarity and make informed operational decisions.
People
Daniel S. Grieb
President
Daniel S. Grieb founded the firm in 1992 after graduating from the University of Nebraska at Omaha. With over 30 years of experience in tax planning and business accounting, he specializes in serving small businesses and nonprofit organizations. Active in local community initiatives, Dan combines technical expertise with personalized client service to deliver comprehensive financial solutions.
Kathy Alber
Shareholder
Kathy Alber brings extensive accounting and pension administration experience to the firm. A graduate of the University of Nebraska at Omaha and Enrolled Agent, she serves as an Investment Advisor Representative. With background in real estate and logistics, Kathy provides specialized financial planning services while actively contributing to local school and community projects.
Questions
What accounting services do you offer for small businesses?
We provide comprehensive business accounting services including payroll processing, bookkeeping, tax preparation, and financial consulting tailored to small and mid-sized companies in the Omaha Metro area.
Do you provide both personal and business financial planning?
Yes, we offer integrated financial planning for both individuals and businesses, covering tax strategies, retirement planning, investment management, and estate planning solutions.
Are you licensed CPAs?
Yes, our firm includes licensed Certified Public Accountants and Investment Advisor Representatives who maintain professional certifications and adhere to strict ethical standards.
What areas do you serve?
We primarily serve Omaha, NE and surrounding communities including Papillion, La Vista, Bellevue, and Elkhorn, providing in-person and virtual financial services to local businesses and residents.
How can you help with tax planning?
Our tax planning services identify strategies to minimize liabilities, optimize deductions, and ensure compliance through year-round advisory, complex return preparation, and audit support for individuals and businesses.
What experience do you have with retirement planning?
With over 30 years serving clients since 1992, we specialize in retirement planning including IRA management, pension administration, and customized investment strategies to help clients achieve long-term financial security.
