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At Daniel K. Kwan, CPA, PLLC, we're committed to providing comprehensive and personalized accounting, tax, and financial advisory services to a diverse clientele, ranging from individuals to mid-sized businesses. Our dedicated team of experienced professionals understands the unique needs of each client and strives to deliver tailored solutions that optimize financial well-being and promote business growth. With a deep-rooted dedication to accuracy, ethical practices, and unwavering client focus, we aim to be a trusted partner in your financial journey.

Our Services

We offer a full spectrum of accounting and financial services designed to meet the evolving requirements of our clients. From routine bookkeeping and tax preparation to complex financial planning and business advisory services, we have the expertise and resources to provide comprehensive support.

• Assurance Services: Our team of Certified Public Accountants (CPAs) is equipped to handle a variety of assurance engagements, including compilation, review, and audit services. We meticulously analyze financial records, ensuring accuracy and compliance with Generally Accepted Accounting Principles (GAAP), providing our clients with the confidence and clarity needed for informed decision-making.

• Bookkeeping & Accounting: We understand that managing financial records can be time-consuming and complex. Our experienced bookkeepers handle tasks such as recording transactions, reconciling accounts, generating financial statements, and ensuring accurate data management. This frees our clients to focus on core business activities while we diligently maintain their financial records.

• Tax Services: Navigating the complexities of tax laws can be challenging. Our tax professionals possess in-depth knowledge of federal, state, and local tax regulations. We provide a wide range of tax services, including tax planning, preparation, and representation in tax audits. We are dedicated to identifying every opportunity to minimize tax liabilities and ensure compliance, saving our clients time and money.

• Financial Planning & Advisory: Achieving long-term financial goals requires careful planning and strategic guidance. We work closely with our clients to develop personalized financial plans tailored to their unique circumstances and aspirations. Our services encompass retirement planning, investment strategies, estate planning, and business succession planning, empowering our clients to make informed decisions and secure their financial future.

Our Commitment

At Daniel K. Kwan, CPA, PLLC, we pride ourselves on maintaining a dedicated and approachable team committed to providing personalized service to each client. Our experience, expertise, and unwavering commitment to ethical practices allow us to build lasting relationships based on trust and mutual success. We strive to be more than just an accounting firm; we aim to be your trusted financial advisors, guiding you through every stage of your financial journey.