What We Do

Daniel Forlano Tax Preparation Services has been partnering with clients to help them succeed for almost 25 years. We offer services that not only help in tax preparation, but also help our clients achieve success through management of their finances. While we are not a financial service, there are many other ways we can help. We believe structure and education is important. That is our goal to provide those services to our clients.

 

 

Book an appointment now to discover how Daniel Forlano Tax Preparation Company can help you manage your business and personal tax strategies!

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Our Clients

 

We are looking for clients who strive to achieve financial success.

 

We have helped many clients who had not filed returns for prior years to achieve compliance and an affordable payment plan.

 

The more we know you, the more we can help you.

 

Our job is about people, not numbers.

 

Are you an Ostrich or a Planner?

An Ernst & Young study of Baby Boomers says that 75% of Americans can expect to see their assets disappear before they die.  My questions to you are:

 

What are you doing to avoid being one of these people?

 

What is the greatest asset you found not to be one of these people?

 

Who or what have you found as a great resource?

 

 Is it ever too late to start planning?

 

It is said that 48% of Americans haven’t calculated how much money they will need to retire. Do you know how much you need? Do you know what age you want to retire? Are you balanced in your investments? What kind of life style do you want to live in retirement? How much does Social Security play a factor in your plan? Have you created a plan that has your money making money for you or are you relying on someone else to do that for you? What are you doing today to make this happen?

 

While we are not financial advisors, these are areas we like to help clients begin to search out the answers. You can either be an ostrich or a planner. Everything we create in our lives starts with a thought or question. Most time the answers start from what other people have done to be successful.  And those who achieve wealth have a responsibility to give back to those just beginning the journey or those who are struggling to find the answers but continue to work towards finding those answers.

 

So we encourage you to ask questions, share your success, and remember never to stop looking and trying to be successful.

 

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ABOUT US

Who are we?

We are not your “run of the mill” tax preparation company.  We partner with clients to assist them in developing long-term financial and tax management strategies.  While it often starts with simple tax preparation, our relationship with clients typically develops (built upon trust and hard work) into assisting you in finding the best possible financial solutions and reaching goals you have set.

 

Team Bios Below 

Partner Services

MEET OUR TEAM

SERVICES

Tax Services (Corporate and Individual)

  • Preparation of Corporate and Individual tax forms
  • Assistance with audits
  • Ideas and concepts for tax management strategies

Estates

  • Estate tax services
  • Valuation and consulting

Forensic Accounting

Financial Education/Consulting

  • Educating clients on how tax management and finance can help them
  • Interpretation of new tax laws
  • Development of seminars for tax education

Additional services are offered through our partnership with Educating America, Inc.

  • Business Consulting
  • Bookkeeping
  • Payroll

CONTACT

Daniel Forlano Tax Preparation Company

ADDRESS:

PHONE:

FAX:

EMAIL:

5709 Gate City Blvd.
Suite 204

Greensboro, NC 27407

(336) 814-3100

(336) 814-3104

Dan@DFTaxPrep.com

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©2018 Daniel Forlano Tax Services