About Daniel Dollinger (Experienced in Tax Planning and in the Financial Planning Process)

Financial Planning ProcessWho I am

My name is Daniel Dollinger. I am a CPA (Certified Public Accountant) and CFP® (Certified Financial Planner professional) with offices in Salem and Wilsonville Oregon. I have seen and dealt with a wide variety of problems in tax, accounting, investment management and in the financial planning process. I have owned my company for over 25 years and many of my clients have been there since the beginning. Some of those clients were from the person who I bought the company from. I was able to retain those people through a change in ownership. That is rare. Those people stuck by me because of the value I provide.

The Value I provide and How I Can Help You

People stick with me because I’m honest and forthright. I’m never going to try to confuse you with technical language in an attempt to trick you into a sale. My personal belief is that if something needs to be said, then it should be said simply. The purpose of telling people information is to educate the other person. I am appalled when I see people who unnecessarily reference the tax code, the law, or any other body of knowledge. Making a client feel stupid is a horrible way of repaying their kindness. I want to give you all the information you need so you can make the best decisions for yourself.  Think of me as a teacher; my goal is to empower you. I will educate you and guide you every step of the way in the tax and the financial planning process. I will give you advice, but whatever you decide I will carry out to the best of my ability.

I offer everyone a free, no obligation, 30 minute consultation. There we can discuss what you need and we can figure out if I can help you. If you decide I’m a good fit for your needs, I’ll start working right away on whatever you tell me to do. If you decide I’m not a right fit, then I’ll do my best to refer you to someone else who is. While I would prefer if you stayed with me, I understand that you have to do what best for you. For most people (myself included) their biggest priority is their family. That is a belief that I respect.

My Credentials and Experience

I manage investment portfolios for over 50 different households in 5 different states. I have guided hundreds of people through the financial planning process. I have been a CFP® since 2000. I am well versed in investment theory. I have completed tax returns for almost every state in the country and prepare approximately 450 business and personal tax returns per year. In addition, I complete monthly financial statements and payroll for approximately 40 business clients. In the last twenty-five years, I have completed over 9,000 tax returns and 10,000 financial statements. Before I started my company I worked for several firms in California and Oregon.

I obtained my CPA license in California, scoring in the top 3%. I later obtained my CFP® to offer complete financial services and planning for my clients. Taxes are a critical part of every investment management decision. I am one of the few financial advisors who is licensed to provide both tax and investment management services. I am completely fee-only.

I am a member of the Financial Planning Association® (FPA®), the American Institute of CPAs (AICPA), and the Oregon Society of Certified Public Accountants (OSCPA). I have a bachelors degree in Business administration from University of California Berkeley. My focus was in accounting and finance. I have a masters degree in Finance from Golden Gate University.

More about Me

I was born in Palo Alto, California and I live with my wife and son in Wilsonville, Oregon. I enjoy weight lifting, gardening and studying languages (I am currently trying to learn Mandarin). If you wish to know more about me please contact me or visit me on Facebook. If you have a specific business/finance/tax question, please send it to me through Facebook. I answer questions there all the time. I’m always happy to help.

Fee Structure

Rate Assets Under Management
1.44% Below $125,000
1.00% Between $125,000 and $750,000
.85% Between $750,000 and $1,250,000
.80% Between $1,250,000 and $1,750,000
.75% Between $1,750,000 and $2,500,000
.70% Between $2,500,000 and $3,250,000
.65% Between $3,250,000 and $4,250,000
.60% Above $4,250,000

A single rate is applied to the entire account. So a person with a $750,000.01 account pays less than a person with a $750,000 account. I will waive personal tax return fees for accounts over $1 million. For accounts that are above $5,250,000, we’ll need to discuss a custom rate.

If anything that I mentioned above interests you, please consider downloading my free e-book. The book contains my thoughts on investment management and some information that I think everyone should know. You can also download it below.

E-Book Download

Learn About My Services