Welcome
Daniel Dollinger CPA, CFP® provides income tax, accounting, bookkeeping, investment management, and financial planning services to small businesses and individuals. Our goal is to help you save money on taxes, grow your business, and plan your financial future. We are located outside Portland, Oregon and serve the entire Pacific Northwest.
Your Trusted Advisor
Full Accounting Services: A Small Business Client Story
John and Jane are a husband and wife team who own and operate two local family restaurants and are preparing to expand to a third location. Each restaurant includes a full bar and a lottery machine operation. We have worked with this client for many years.
As part of our service, we:
John and Jane are a husband and wife team who own and operate two local family restaurants and are preparing to expand to a third location. Each restaurant includes a full bar and a lottery machine operation. We have worked with this client for many years.
As part of our service, we:
- Receive bank statements, merchant statements, cancelled checks, day sheets, and lottery reconciliations
- Complete payroll for 25+ employees, including payroll calculation and preparation, payroll tax deposits, and all quarterly and annual payroll reports
- Maintain an accounts payable system, current checkbook balance, and stock checks, all computerized and electronically ready
- Reconcile all bank accounts
- Prepare monthly compiled financial statements for delivery within three days of when information is received by our office
- Prepare corporate and personal tax returns each year
Financial Planning and Investment Management Services
We manage investment portfolios for many families and currently have more than $14 million in total assets under management. We provide financial planning for dozens more. As a CPA and CFP professional, Daniel is uniquely qualified to provide integrated tax planning and financial advice. Daniel’s firm Dollinger Management, Inc. is a Registered Investment Adviser (RIA) that manages investment portfolios on a fee-only basis.
