CPA Professional Portfolio

Showcasing my 15+ years of accounting expertise and personal approach towards clients and employers.

My Projects

Showcasing my expertise in accounting and financial management.

A man in a dark suit and white shirt stands in an office setting, smiling slightly. The background features a wall with framed certificates, indicating a professional environment.
A man in a dark suit and white shirt stands in an office setting, smiling slightly. The background features a wall with framed certificates, indicating a professional environment.
Tax Planning

Expert strategies for effective tax management and savings.

A group of six professionally dressed individuals are posed together in an office setting. Three women and three men are standing and sitting, smiling towards the camera. The background features a flat-screen monitor and a table with a lamp and decorative items.
A group of six professionally dressed individuals are posed together in an office setting. Three women and three men are standing and sitting, smiling towards the camera. The background features a flat-screen monitor and a table with a lamp and decorative items.
Financial Analysis

In-depth analysis to drive informed financial decisions.

The scene includes a dimly lit workspace with a focus on tax-related documents, a pen, and a mug. The documents are prominently featured on the table, indicating a financial or tax preparation setting.
The scene includes a dimly lit workspace with a focus on tax-related documents, a pen, and a mug. The documents are prominently featured on the table, indicating a financial or tax preparation setting.
A tax form labeled Form 1120 sits on a wooden table. A black pen rests on the form, and a gray zippered pouch is partially visible beside it.
A tax form labeled Form 1120 sits on a wooden table. A black pen rests on the form, and a gray zippered pouch is partially visible beside it.
Audit Services

Thorough audits ensuring compliance and accuracy in reporting.

Consulting Services

Personalized advice to enhance your financial strategies.

Work Experience

With over 15 years in accounting, I have honed my skills in various sectors.

Expertise in financial analysis.

Experience

Previous Roles

Accounting Firm

2010 - Present

Specializing in tax preparation and financial consulting for diverse clients.

Past Positions

Consulting Group

2005 - 2010

Focused on auditing and compliance for small to medium-sized businesses.

A young woman wearing glasses and a navy scarf stands in the foreground, holding textbooks labeled with accounting terms. She is dressed in a light blue uniform. In the background, a group of students are engaged in activities such as reading books and discussing among themselves, set against a brick building.
A young woman wearing glasses and a navy scarf stands in the foreground, holding textbooks labeled with accounting terms. She is dressed in a light blue uniform. In the background, a group of students are engaged in activities such as reading books and discussing among themselves, set against a brick building.

Accounting Expertise

Professional CPA services tailored to meet your accounting needs with over 15 years of experience.

Tax Preparation

Comprehensive tax preparation services ensuring compliance and maximizing your returns for individuals and businesses.

A person is sitting on the floor surrounded by tax forms and documents, holding a piece of paper in one hand. There is a smartphone with a calculator app open, and a pen placed on one of the documents.
A person is sitting on the floor surrounded by tax forms and documents, holding a piece of paper in one hand. There is a smartphone with a calculator app open, and a pen placed on one of the documents.
Consulting Services

Personalized consulting to help you navigate complex financial decisions and optimize your accounting processes.

A business professional walks along a city street, his reflection visible in a large glass window. The building façade is modern with clean lines and large windows, and the glass reflects both the man and the urban environment around him.
A business professional walks along a city street, his reflection visible in a large glass window. The building façade is modern with clean lines and large windows, and the glass reflects both the man and the urban environment around him.

Daniel's expertise and personalized approach made my accounting experience seamless. His professionalism and attention to detail truly set him apart in the industry. Highly recommend!

John Smith

A person is typing on a keyboard in front of a computer screen displaying code or a programming interface. The environment suggests a focused and professional atmosphere.
A person is typing on a keyboard in front of a computer screen displaying code or a programming interface. The environment suggests a focused and professional atmosphere.

★★★★★