Prompt, Accurate, Personalized Service
A Foundation of Experience and Expertise
Daniel J. Chalmers, CPA, PA, has been offering personalized accounting and tax services to individuals and closely held companies for over 35 years. Our team takes a friendly and collaborative approach to client relationships, building trust through open communication and a common sense approach to achieving goals.
Personalized Attention and Specialized Services
We understand that every client is unique. We customize our services to meet your specific needs and goals. Whether you require individual tax planning or comprehensive business accounting solutions, we offer a comprehensive array of services tailored to your industry and personal circumstances.
Individual Taxation
- Comprehensive tax filing preparation and optimization
- Tax planning and strategy development
- Gift, estate, and trust planning
- Retirement planning and optimization
Business Taxation
- Financial statement preparation and analysis
- Tax compliance and planning
- Employee benefits and compensation consulting
- Mergers and acquisitions advisory
Financial Planning and Management
- Budget and financial planning development
- QuickBooks support and consulting
- Financial projections and analysis
- Risk management and insurance consulting
Additional Services
- Remote accounting services
- IRS representation and dispute resolution
- Business valuation and litigation support
Our Commitment to Excellence
At Daniel J. Chalmers, CPA, PA, we are dedicated to:
- Providing prompt and personalized service
- Maintaining open communication and transparency
- Delivering accurate and reliable information
- Staying updated with the latest tax and accounting regulations
Our Values
- Integrity and ethical conduct
- Client-centered relationships
- Empowerment through knowledge sharing
- Commitment to professional development
- Maintaining confidentiality and security
Overall Satisfaction
The overall satisfaction with Dan's service is extremely high, with a 5-star rating from C. Bell.
Expert Knowledge
Dan's experience and knowledge of finance are exceptional, ranking among the best.
Exceptional Service
Dan takes the time to teach and explain everything, making his clients feel comfortable and well-informed. His office provides a warm and welcoming atmosphere, making clients feel like part of the family, rather than just another client.
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