Here’s What Our Clients Have to Say…

I have had the privilege of working with Daniel Greene and his incredible team since 2008, and it is an honor that I share my experience. From day one, their professionalism, expertise, and genuine care have made them an invaluable part of both my personal and business life.

Over the years, Daniel has not just been a financial advisor but a trusted friend who has walked with me through various personal and professional milestones. His team, who I now consider friends and almost family, has consistently gone above and beyond to ensure that my financial affairs are not just managed but optimized for my unique circumstances.

During times of personal life changes, Daniel and his team provided unwavering support and guidance. Whether it was navigating tax implications during significant life events or strategizing for the future, they were there every step of the way. Their ability to seamlessly integrate the complexities of personal finance into a comprehensive plan has been instrumental in providing me with peace of mind.

I wholeheartedly recommend Daniel and his All Star team to anyone seeking not only top-notch financial expertise but also a personalized and caring approach. Their commitment to their clients transcends the typical client-advisor relationship, creating a sense of trust and partnership that is truly priceless. I am grateful for their continued support and look forward to many more years of collaboration.

Tiffany Cross
Dedicated Credit Repair

First, I would say that Daniel Greene is the fictional CPA I had been looking for since seriously growing my income and net worth. The golden rule to wealth building is to spend less than you make and invest the difference wisely.

One way to optimize the gap between your spending and your gross income is to minimize the taxes that you pay. The IRS tax code is something like 50,000+ pages filled with all kinds of incentives to legally reduce or eliminate your tax obligations. Another favorite maxum of mine is that it’s not how much you make but how much you keep of what you make that matters most.

Unlike many CPA firms that I’ve talked to over the years, Daniel and his team play the role of both CPA and Tax Strategist. The value in a CPA firm is not in completing a tax return but in partnering with their clients to ensure they are paying the legal minimum by taking advantage of all the savings and incentives possible in the tax code.

I’ve been engaged with Daniel and his firm since 2019, and can say that his firm has saved my family several million dollars in taxes over the last five years. He and his firm have been a HUGE value add to me, my business partners, and various referrals I’ve made over the years. I particularly appreciate his willingness and ability to vet various strategies and ideas that I come across. As any high achiever, I work aggressively to make money, and with Daniel’s help, I’ve been able to be just as aggressive in keeping as much of that money as possible through regular and strategic tax planning. It’s also very helpful to work through pro-forma tax returns to calculate tax liabilities to aid in decision making and planning.

I would highly recommend that if you are a high income and high net worth individual that you entertain working with Daniel and his team.

Dominic DiBernardo

The Greene CPA team is the best. They have saved my family so much money over the years. They take the time to find the best savings strategies for their customers. I highly recommend them to all my friends and family.

Kai Tubberville

“I got to know Daniel professionally, long before I turned my tax planning and preparation over to him. He’s friendly, has a great sense of humor, and cares about people and their futures. When I finally decided to give up the DIY approach, Daniel and his team made it easy and I’ve never second guessed myself.

I now have an advisor, an advocate, and through implementing his strategies, a whole lot more money in my pocket that I use to improve the quality of my life, and my community through donations. Forever grateful for that.

Jim McLaughlin
Effective Action Consulting

I have been using Daniel Greene CPA for the last 10 years.  He has been an integral part of our tax planning strategy.

His team is amazing and takes the stress away during tax time.  I highly recommend Daniel Greene CPA and his team for all your tax planning needs.

Annette Rogers
AMI Design and Associates

I have been using Daniel Greene for years! I Only wished I would have started using his team earlier! He redid some of my taxes from my prior CPA and saved me money. Running a business can be so stressful. I know that with Daniel and his team I am not overpaying on taxes!! I highly recommend!

Jeremy Chavez

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