Daniel E. Fitzgerald CPA

Run from a head office in Modesto, California, Daniel E. Fitzgerald CPA was set up in 2012 by Dan Fitzgerald, CPA, MBA, who had earlier worked at two other regional accounting partnerships. The firm serves clients across the state's Central and Northern Valley, from Sacramento to Turlock and into the Bay Area and Sierra Foothill counties.

What Daniel E. Fitzgerald CPA offers

• Tax consulting and planning: advice and preparation for individual and business tax filings.
• Real estate tax planning: tax strategies specific to property transactions.
• Financial projections and forecasts: preparing forward-looking financial statements for clients.
• Accounting software support: evaluating and installing accounting systems for clients.
• Wealth accumulation counselling: guidance on building long-term wealth.
• Governmental and compliance audits: audit services for public-sector and regulated clients.

Who it serves

Its client list spans farming, small companies, doctors and other professionals, and makers and sellers such as manufacturers, retailers and wholesalers. It also works for property, entertainment, charitable and public-sector bodies within its service area.

Key facts

• Based in: Modesto, California
• Founded: 2012
• Memberships: AICPA and California Society of CPAs; participates in the AICPA Quality Review Program