Daniels & Company, Inc.

Daniels & Company, Inc. is a certified public accounting practice in Folsom, California, run by Steven R. Daniels. It prepares tax returns and handles accounting and tax planning for small and mid-sized companies as well as private individuals. All client work is done by its own staff rather than outsourced.

Products and services

• Individual tax returns: preparation of personal income tax filings.
• Business accounting and tax strategy: ongoing bookkeeping advice, payroll tax rules and planning for company owners.
• QuickBooks support: setting up the software, training staff and helping with day-to-day accounting in it.
• Transaction and estate advice: tax guidance on business deals, property sales, trusts and estates, and saving for children's college costs.
• Secure data exchange: a protected network for passing documents between the firm and its clients.

Clients

The practice serves small and mid-sized firms, especially in professional services, medical and high-tech fields, plus individuals and families in the Sacramento area.

Key facts

• Based in: Folsom, California, USA
• Founded: 1996
• Team: a president, a staff accountant, a tax preparer and two administrative staff
• Credentials: the president is a CPA with a master's degree in taxation, a member of the AICPA and CalCPA, and a QuickBooks ProAdvisor