Not your run-of-the-mill tax preparation company!
We help you develop long-term financial and tax management strategies for continued financial confidence.
"I trust Dan with my money more than I trust myself."
Grunow Enterprises, Inc.
Find out how Daniel Forlano Tax Preparation Services can help you!
Book your appointment now.
Book Your Appointment
"We don’t only consider Dan as a valued part of our business, but
also as a valuable friend."
Fox General Contracting
"Educating America has enabled me to focus on what it is that I love about my profession -
creativity and customer experience."
Christi White, Owner
Box Seat Management Co. and Above & Beyond Catering
Now Hiring - Bookkeeper
We are looking to hire a qualified candidate for an opening full-time bookkeeping position.
The candidate must have some prior bookkeeping experience. Applicants with degrees and backgrounds are preferred, but not necessary if they have years experience. This position could lead to future advancement to tax preparation if the candidate is qualified. Candidates must be prepared to work hard, be dependable and trustworthy workers.
If you know of anyone that would be interested please have them send me their resume to Dan@dftaxprep.com
"I appreciate Dan’s unique ability to make you feel like you are his only client as he walks you through the often confusing realm of tax law."
"Dan is acutely in tune with the latest tax laws and keeps our family on the right side of tax responsibilities."
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!
Book Your Appointment
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.
Recent posts from our blog
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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.
MEET OUR TEAM
PRESIDENT AND CEO
Daniel Forlano founded his tax practice in 1995. Daniel has much experience working with individuals as well as small- to mid-sized companies in various industries. His specialty is small business start-ups. The services he provides expand beyond just tax preparation -- Daniel believes that helping clients achieve financial freedom/success is the most important aspect of his work. Daniel attributes constant communication as the foundation for assisting his clients succeed. He is always looking for ways to improve and motivate others.
Daniel is someone you can trust to look out for your best interest. When clients contact him with issues or concerns, they know he will use every resource available to help them find a solution. Daniel's vast experience in forensic accounting has benefited a number of clients who find themselves in trouble with Federal and State tax issues. He has assisted clients (both individual and corporate) who had not filed tax returns in many years; he helped these clients achieve compliance as well as being paid in full within two years of his completing their returns. Outside of his professional endeavors, being a husband, father of two sons, and avid runner keeps him very busy! To contact Daniel, please email him at firstname.lastname@example.org
Elizabeth "Lissa" Forlano
Elizabeth "Lissa" Forlano is the Office Manager for Daniel Forlano Tax Preparation Services. Married to Daniel, the founder, Lissa has been part of the company since August 2000. As Office Manager, she oversees daily operations including the recruitment and training of associates, marketing, compliance, and client payroll processing. Lissa brings many years of experience within a variety of industries. She is a licensed NC Real Estate Broker and is the owner of a small firm since 2003. Her real estate firm utilizes the many services and talents offered by Daniel Forlano Tax Preparation Company and remains successful 14 years later. Her experience and knowledge is invaluable to clients and colleagues alike. Outside of her professional endeavors, she is a wife and mother of two sons, loves travel, cooking and her volunteer opportunity as a Guardian ad Litem.
Laina Wright is an Administrative Assistant for Daniel Forlano Tax Preparation Services, assisting with bookkeeping, payroll, scheduling, and any other tasks required to keep the practice running smoothly. She firmly believes in being organized and being prepared the best she can for anything that may come her way. She is always looking for ways to optimize performance and has the ability of setting new standards or improve existing standards to accomplish this. These qualities will, in turn, propel the practice in its continued growth. Outside of her professional endeavors, Laina is a mother of two, a drag racing enthusiast, she enjoys music and video games and resides in Staley, NC. Mrs. Wright hopes to assist you in the success of your business, alongside her associates at Daniel Forlano Tax Preparation Services.
ELIZABETH "LISSA" FORLANO
Tax Services (Corporate and Individual)
Additional services are offered through our partnership with Educating America, Inc.
Daniel Forlano Tax Preparation Company
5709 Gate City Blvd.
Greensboro, NC 27407