Daniel S. Grieb, CPA
Daniel S. Grieb, CPA is your expert source for wealth and tax solutions. We represent a variety of individuals and industries, assisting and leading them in their investment, tax and accounting needs. Our services are best suited for small to mid-sized companies as well as individual households seeking both wealth advisory and professional accounting services.
Fast & Friendly Expertise
Our tailored and targeted services are streamlined for maximum efficiency and for your convenience. We strive to be the best for our clients, personalizing our advice and recommendations to what suits your needs. Our professional staff get to know you personally, greeting you with a smile and advice that’s tailored to your life.
Do I really need an accountant?
When you combine your wealth management and tax solutions with us, you can feel confident knowing that your financial future is in good hands. Our staff makes up a professional organization providing:
- Investment Management
- Pension management
- Financial planning
- Business Accounting
- Payroll Processing
- Individual Income Taxes
- Business Income Taxes
With a comprehensive knowledge of finance and accounting, we will save you time and effort while remaining flexible and offering many options for your changing needs. Our firm offers professional services designed to provide you with peace of mind.
Who We Serve
Looking for a one-stop shop to manage your individual portfolio, IRA or company retirement plan? We can help. Make saving for retirement, keeping your investments orderly and tax efficient, and understanding your long-term financial success uncomplicated with our wealth management services.