Daniel C. Moreno, CPA

Daniel C. Moreno, CPA is an accounting practice in Burlingame, California. The firm handles tax return preparation alongside tax, financial and business planning, and stresses planning throughout the year rather than only at filing time.

What Daniel C. Moreno, CPA offers

• Tax return preparation: returns for individuals and businesses.
• Tax planning: strategies to lower tax bills through the year.
• Business advice: recordkeeping, report filing and using financial reports to guide business decisions.
• Estate and gift tax planning: planning an estate to meet a client's wishes and reduce tax costs.
• Investment tax planning: guidance on after-tax returns from investments.

Who it works with

Individuals and business owners who want ongoing help with their tax, financial and business affairs.

Key facts

• Based in: Burlingame, California
• Resources: a tax calendar, tax guides, a client tax organiser and regular tax, business and financial tips on the website