Daniel E. Greene, CPA, CTC

• One-on-One Coaching for a Year
• Bullet Proof Your Business in Case of an Audit

Call (951) 587-3789 to apply today!

Advanced Tax Strategies

During Major Financial Events The right tax strategy could save you thousands of dollars when these types of events occur… You’re about to make a major investment of time and money Doesn’t it make sense to do some tax planning in advance? You have spent years building and expanding your business Make sure you protect that growth when it’s time to walk away

It could be expected or unexpected, but protecting that lump sum of money from undue taxation should be a priority

Done correctly, a commercial building could provide income and tax relief concurrently We can help

Selling an investment property and worried about tax liability?  There are options beyond the typical 1031 Exchange

Tax strategies that can dramatically lower your taxable income – saving you thousands or even tens of thousands per year

Here’s what our clients have to say… Can’t thank this company enough Not only are they my CPA but they also teach some classes on money management I took one of their classes, Profit First, twice As a result of this class I was able to save up money and buy me dream home when an incredible opportunity came about because I had the money set aside for it Great CPA, great mentor, and a great friend

Absolutely the best business tax company around they have saved Creative Dynamics thousands in taxes! I just can’t say enough good things

I was recently referred by a real estate agent to Daniel Greene I am getting ready to do a real estate transaction somewhat different from an ordinary transaction I was able to reach him quickly to schedule an appointment to go see him When I spoke to him he was able to give me the information I needed over the phone Very pleasant to converse with and obviously very knowledgeable I will be looking forward to having Daniel do my tax returns

Mr Greene is extremely knowledgeable and will help you save loads of taxes with creative strategies that you can plan for Instead of just preparing taxes based on history, he will help you plan so that you can save as much as possible

I have learned how to change some of my business strategies in order to save money on taxes Thank you! I’m a guy who tries not to think too much about taxes and Daniel’s tax strategies have provided me with tremendous value for my business

Love Daniel and team Not only do I trust their work and attention to detail but I refer all my friends and family because they are affordable and efficient Highly recommend them! Educational Courses Designed to Save You Money Up to Date Articles with Relevant Information Our Contact Information and Directions to Our Office If you’d like to meet with us, please call our office at (951) 587-3789 or provide your information below and we’ll contact you