General Information
Dan Grieb, CPA
12109 Anne St.
Omaha, NE 68137
Phone: (402) 399-0832
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Dan Grieb, CPA
Your Expert Source for Wealth and Tax Solutions
Daniel S. Grieb, P.C. and staff is a professional organization providing Client Services through:
* Wealth Management
* Business Accounting
* Payroll Processing
* Business Valuations
* Individual Income Taxes
* Business Income Taxes
Representing a variety of industries including retailers, restaurants, construction and related contractors, numerous service industries and non-profit organizations, our experience is most beneficial to the small to mid-sized company and individuals.
Professional Wealth Management
We can help you define your life-targeted goals and chart a path to successfully attain your goals.
Stop chasing stock market returns and Start charting your path towards retirement and other goals!
Today's investment marketplace presents investors with a bewildering number of choices. To succeed, you must have individually defined goals and a disciplined approach toward achieving those goals. Most importantly, you need to identify the appropriate investments to achieve those goals.
Developing a successful investment portfolio in today's environment can be a daunting task, but it can be made easier with our help and guidance.
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Tax Planning & Preparation
Dan Grieb CPA provides a full range of tax planning and preparation services to include services for:
* Individuals
* Partnerships
* Corporations (C and Subchapter S)
* Limited liability companies
* Estates
* Non-Profit organizations
Our planning services can assist you by:
* Identifying ways to minimize your tax liability
* Help you select the type of entity best suited to your business and tax situation
* Developing a family business succession plan
* Planning your estate to minimize estate taxes
* Considering your retirement needs and structuring your retirement plans to minimize current and future taxes
Our tax preparation services and related processes are designed to ensure that no matter what type of tax return needs filing, we will complete the return timely so that the information remains relevant and you are not penalized for late filings.
Our goal is to make the process of tax planning and preparation a simpler process that provides timely, meaningful information, and assist you in minimizing your tax liabilities currently and into the future.
Business Services
Our firm specializes in managing client wealth and tax solutions. As a part of that process, we provide a host of complimentary services designed to assist the small business owner.
Bookkeeping - We provide a variety of businesses with varying bookkeeping assistance. It is probably safe to say that whatever your bookkeeping needs are, we can tailor a bookkeeping plan to manage and grow your business. We work with most common off the shelf and online bookkeeping packages. Common areas of client assistance include bank reconciliations, ledger postings, imputing data to create financial statements and making adjustments for ongoing tax planning.
Payroll - We offer a full-service payroll processing service. From basic after the fact payroll to advanced MICR checks, direct deposit and on-line tax filings, we can help the business owner streamline the payroll process and ensure compliance with all tax agencies. We can also assist you with required workers compensation and payroll audits.
Business Valuations - Our firm can assist you in all your business valuation needs. We are members of the National Association of Certified Valuation Analysts (NACVA) and are fully qualified and licensed to value a small business if you are considering buying or selling.
Consulting - We regularly help clients with a variety of services. Some of these include helping to incorporate your new business, setting up your initial books and records, providing benchmarking services
About Dan Grieb
Certified Public Accountant and President of the firm, Daniel S. Grieb, P.C. Dan's also been an active volunteer for numerous nonprofit groups and am a member of the Nebraska Society of CPA's. In addition to being a licensed CPA, he's a licensed Investment Advisor Representative and a Certified Valuation Analyst. All
of our services are offered to our clients with one purpose in mind - to be a full service resource to our client's wealth accumulation goals. Opening the firm in 1992 with the premise of serving individual and business needs in a competent and timely manner, over the years we have added many new lines of service in response to our clients increasing needs. Growing beyond traditional tax services, we also offer investment management, financial planning, business valuations, and traditional accounting services, including payroll processing. We believe that to be successful in today's business environment, CPA's must have a multi-disciplinary education approach to better advise our clients on their evolving needs. Our long-term plans will continue to incorporate this educational concept in our firm's evolution.
Find us in: Omaha, NE