Financial Services
Daniel S. Grieb, CPA is proud to offer a variety of services for all of your financial needs. For your safety, security, and peace of mind, let us take charge. Our expert team of CPAs can help manage and grow your portfolio, as well as keep your business’ books in good shape. Find out more about your choices here.
Wealth Management
Wealth management combines investment advice, retirement planning, and estate planning. Keeping your assets current and staying on top of your portfolio are essential for your personal plan. Daniel S. Grieb is happy to assist you with a holistic approach to your investments and goals.
Business Services
We specialize in managing client wealth and tax solutions. As part of that process, we provide a host of complementary services designed to assist you as a small business owner.
Tax/Consulting
Our tax services are designed to ensure that no matter what type of return needs filing, we will complete it in a timely fashion so that the information remains relevant and you are not penalized for late filings. Our goal is to make the entire tax process a simpler process, and to assist you in minimizing liabilities both now and in the future.