- Tax PlanningThey say the only things in life you can’t avoid are death and taxes. But while you can’t avoid TAXES, you can make them easier to face with a financial professional from our team. Our CPAs are well versed in tax issues, and they can help you improve your current tax position, build and preserve your assets, minimize estate and inheritance tax, and interpret changing and complex tax rules and regulations, as well as advise in the purchasing, selling or merging of a business.
- Tax ServicesWhether your tax needs are simple or complex, compliance or consulting, personal or business, our firm can help. We are experienced and knowledgeable in not only the ins and outs of tax laws, but in the various interpretations of those laws. We strive to keep up-to-date through continuing education about new developments. Our tax services include the following...
- Tax Return Preparation
- Accounting Services
- Payroll Services
- Bookkeeping ServicesWe provide quality bookkeeping services on a monthly, quarterly or annual basis. With a Certified QuickBooks Pro Advisor on staff, our clients have immediate access to technical support as well as training.
- Financial PlanningWe have more than 20 people in our firm specializing in different areas of financial planning, advice, and management. Because our knowledge base is so wide, we are confident that if you have a financial problem, one of our team members will be able to help you solve it. So whether you need litigation support, tax planning services, or just simple financial advice, it’s all within our realm of expertise.
- Retirement PlanningPeña Briones McDaniel & Co. we are trusted advisors that can assist our clients in maintaining a healthy business. We have a team of experts who all share a common enthusiasm and commitment to helping our clients to financial success. Because we are a full service local firm, we have a reliable selection of professionals who act in specialized roles to support our clients’ personal and business financial needs, from tax preparation to auditing to retirement planning advice.