Daniel & Duncan LLC
We believe in the value of relationships. We view every client relationship like a partnership, and truly believe that our success is a result of your success. We are committed to providing close, personal attention to our clients. We take pride in giving you the assurance that the personal assistance you receive comes from years of advanced training, technical experience and financial acumen.
We provide a variety of services including:
- Accounting and assurance services
- Business, individual and estate tax services
- Business advisory services
- We serve a number of industries, including:
- Financial Institutions
- Governmental
- Healthcare
- Legal
- Manufacturing & Distribution
- Not-for-Profit
- Real Estate & Construction
- Restaurants
Our continual investment of time and resources in professional continuing education, state-of-the-art computer technology and extensive business relationships is indicative of our commitment to excellence.
Our firm offers a wide range of services to our individual and business clients. Being a relatively small firm, we are able to offer our clients personalized quality service. Below, we have listed the services that we offer to our clients along with a brief description.
- Audits, Reviews and Compilations
- Bookkeeping/Write-Up
- Tax Planning
- Tax Preparation
- Estate & Trust Tax Preparation
- IRS Representation
- Business Consulting
- Business Entity Selection
- Estate Planning
- Business Succession Planning
- Financial Planning
- Retirement Planning
- Accounting Services
- Audits, Reviews and Compilations
We view our role in the financial reporting process as an opportunity to provide constructive solutions for maximizing your company's profitability and efficiency. We provide financial reporting on all three levels of assurance:
- Audit- an intensive examination with the highest level of assurance
- Review - some analytical procedures conducted with limited assurance
- Compilation - based upon client information provided and used primarily for internal use.
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