Daniel M Kavanaugh CPA Inc
We offer tax, accounting, financial planning, and investment advisory services for small-to-midsize businesses, wealth advisory clients, and high-net worth individuals.
Daniel M Kavanaugh CPA Inc · Pleasanton, California
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About
We offer numerous financial services for small-to-midsize businesses, wealth advisory clients, and high-net worth individuals:
- Tax preparation, planning and advisory - Financial planning - Investment advisory - Insurance audit - Payroll - Accounting and bookkeeping - Bill pay - Fractional CFO advisory - R&D tax credit
Who they serve
- HENRY (high earner, not rich yet)
- High earners
- Ultra high net worth
- Founders
- Executives
- Early-career professionals
- Pre-retirees
- Retirees
- Multi-generational families
- Real estate investors
Services
- 401(k) & IRA Management
- Asset Allocation
- Business Succession Planning
- Cash Flow Planning
- Charitable Giving
- College/Education Planning
- Debt Management
- Education Planning
- Estate Planning
- Executive Compensation
- Exit Planning
- Family Wealth Transfer
- Financial Advice & Coaching
- Financial Planning
- Individual Tax Services
- Insurance/Risk Management
- Insurance Planning
- Investment Management
- Liquidity & Exit Planning
- Pension Planning
- Philanthropic Planning
- Portfolio Management
- Portfolio Rebalancing
- Retirement Planning
Structured record
| Name | Daniel M Kavanaugh CPA Inc |
|---|---|
| Firm | Daniel M Kavanaugh CPA Inc |
| Location | Pleasanton, California |
| Fee model | Percentage of Assets (AUM) · Flat Fee/Retainer · Subscription · One-Time Financial Planning Fee |
| AUM | $25M - $100M |
| Founded | 1983 |
| Firm size | 2 - 5 employees |
| Affiliation | Hybrid RIA/Broker-Dealer |
| Credentials | CPA |
| Designations | CPA (Certified Public Accountant) · Series 65 |
| Investment approach | Blend of both |
| Website | https://dmkcpa.net |
| https://linkedin.com/in/riley-adams-cpa |
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Specialties
- Small business owners
- Retirement planning
- Family wealth transfer
- Equity compensation
- Crypto & digital assets
- Pension planning