Daniel Dollinger Cpa Cfp

Daniel Dollinger CPA, CFP® provides income tax, accounting, bookkeeping, investment management, and financial planning services to small businesses and individuals. My goal is to educate people on these topics so they are able to take a major role in the planning of their financial future and the futures of their families and loved ones. I want to help you save money on taxes, grow your business, and to give you the financial stability so you can cherish every moment possible with the people who matter most. My company’s main office is located in Salem, Oregon with a second office in Wilsonville, Oregon. My company serves the entire Pacific Northwest. I manage investment portfolios for many families. As a CPA and CFP professional, I am uniquely qualified to provide integrated tax planning and financial advice. My Investment Management firm Dollinger Management, Inc. is a Registered Investment Adviser (RIA) that manages investment portfolios on a fee-only basis