Maximize Your Time, Minimize Your Hassle
No Hidden Fees
No Over Charges for Emails/Communication
No Additional Hours Filing out Unapplicable Questionnaires
Just Simple, Clear & Consistent Communication, Future-Thinking Tax Planning
Tax Preparation
Individual Tax Preparation
Navigating the complexities of individual tax returns can be overwhelming and extremely time consuming. We stay up-to-date with the latest tax laws and regulations to ensure we minimize your tax liabilities. From straightforward W-2 filings to more complex situations, we've got you covered.
Including Schedule C, cryptocurrency, maintaining investment basis schedules, retirement planning, and estimated tax payments.
Business Tax Preparation
From start-ups to established enterprises, our business tax preparation services are designed to aid in your strategic planning. Whether you operate as a S-corporation (1120S), partnership (1065), or sole proprietorship, our team has the capability of handling taxes across multiple industries.
Including owner compensation planning, basis tracking, and Pass-Through Entity (PTE) elective tax
Referral Service
We offer a unique referral service to connect you with top-notch estate planning attorneys and financial advisors. Collaborating with professionals who share our commitment to excellence, we ensure that every aspect of your financial strategy is handled with the utmost care.
Tax Consulting
One-on-One Sessions & Custom-Tailored Analysis
Our team has crafted strategic tax solutions for individuals up to $27 Billion in net worth. At previous employers, an individual needed a minimum $30 million net worth to have a 30 minute discussion, now it is available at an affordable value.
Pre/Post-IPO Stock Options Planning & QSBS
Not having a tax plan for your stock options will almost certainly lead to paying higher taxes. Unlike your w-2, you can, for most options, control the timing of exercise and sales to maximize your after-tax cash flow. Let us create your tax efficient order to sell and save you the headache of learning each option type.
Transaction/Charitable Planning
Our transaction planning services ensure that every financial move is optimized for tax efficiency. Whether it's mergers, acquisitions, or other significant financial transactions, we can guide you through the process. Layering in charitable planning or as a stand-alone, helps you maximize your impact on causes you care about while minimizing your tax liabilities.
Gift, Trust, and Estate Plans
Preserve and protect your legacy through our comprehensive gift, trust, and estate planning analysis. From establishing trusts to crafting strategic gifting plans, we ensure your wishes are met while minimizing tax implications.
our Tax Preparation process
Initial Consultation
Let us get to know you, understand your circumstances. Embark on your tax journey with a personalized touch. Our initial consultation is not just about numbers; it's about understanding you. We take the time to delve into your individual circumstances, ensuring that your tax strategy aligns seamlessly with your unique financial landscape. Building a foundation of trust and collaboration.
Interactive Checklist
Your personalized roadmap. Armed with insights from our initial consultation, we craft a comprehensive checklist tailored to cover every aspect of your tax situation. This roadmap is your guide, ensuring that no detail is overlooked. From income sources to deductions, we leave no stone unturned, creating a structured framework for a thorough and accurate tax return while encouraging and fostering communication.
Client Portal & Mobile App
Secure, seamless, and effortless interaction. Welcome to the heart of modern tax convenience. Our client portal and mobile app redefine the way you engage with your tax preparation. Seamlessly send messages, upload documents securely, and efficiently complete data gathering with just a few clicks. This user-friendly interface ensures a hassle-free experience, putting you in control of your taxes.
Electronic Signature & Processing
Your tax return is not just a document; it's a digital experience. With electronic signature implementation, your tax return can be sent, viewed, and signed digitally. Embrace the future of efficiency and convenience, where the entire tax process unfolds with a few clicks and taps.
About Us
Welcome to DG CPAs, Inc. where expertise meets innovation in the world of accounting and tax services. We are Daniel and Guido, a team of seasoned Certified Public Accountants, proud graduates of a top-ranked Accounting school, and each with a wealth of knowledge gained from the best-in-class firms with more than 20 years of combined experience while working at Deloitte, Goldman Sachs, Morgan Stanley, and MGO to name a few.
Our journey began with a shared frustration – a frustration with outdated, conventional tax practices that left clients feeling overwhelmed and unsatisfied. We believe your hard-earned money should stay where it belongs – in your pocket. Our mission is to empower individuals and businesses in our community by providing not just tax services, but also valuable knowledge that makes a real financial impact.
What sets us apart? We didn't just adapt to change; we drove it. Tired of the old-school methods that dominated the public accounting industry, we decided to reimagine the tax process. By integrating cutting-edge technology and leveraging modern AI tools, we have streamlined tax preparation to be efficient, accurate, and hassle-free. This means less time navigating paperwork and more time focusing on what matters most to you.
But we didn't stop there. Our commitment goes beyond preparing tax returns. We are passionate about proactively planning for your financial success. Instead of merely repeating the same tax preparation routine year after year, we take a forward-thinking approach. We analyze, strategize, and implement tax-efficient strategies to ensure you not only meet your current financial goals but also pave the way for future prosperity.
Choosing us as your CPA means choosing a partner dedicated to your financial well-being.
Sign up with us now, and let's embark on a journey to financial empowerment together.
Guido h. jimenez, jr
Guido has extensive tax planning experience having worked in the Private Wealth group at Deloitte focusing on income, gift, trust and estate planning for ultra high net worth individuals and their closely held entities. Prior to Deloitte, Guido was a Financial Advisor at Morgan Stanley Wealth Management and spent 6 years at Goldman Sachs focusing on business development and as a member of the Goldman Sachs Family Office Wealth Advisory Services Group in Los Angeles and San Francisco assisting families worth up to $27 Billion with tax and estate planning. Guido began his career in the Private Client Services group at Moss Adams, LLP. In addition to client service, Guido is an active mentor for Accounting and First Generation students.
Guido has both a B.S. in Accounting and a Master of Business Taxation degree from the University of Southern California. He is a Certified Public Accountant and sits on the USC Leventhal School of Accounting Board of Councilors. Guido was a Trumpet squad leader in the USC Trojan Marching Band performing on Glee, American Idol, Dancing with the Stars, and the Coachella mainstage as well as in the Los Angeles Lakers' Band during their World Championship 2010 season thru 2013.
Daniel Ortiz
Daniel is a seasoned tax professional with a passion for financial excellence. His journey began at the University of Southern California, where he earned a Bachelor's degree in Accounting, laying the educational foundation for what would become a fulfilling career in the world of finance and accounting.
Early in his professional life, Daniel had the privilege of working at Macias Gini & O'Connell, which provided him with invaluable experience and insights into the complexities of accounting, assurance, and tax services. This experience became the catalyst for his commitment to precision and expertise in the field of tax. Daniel then joined the public sector by serving as part of the accounting team at the City of Santa Ana. While working at the City, Daniel spearheaded multiple projects related to business taxation, policies and procedures, and was the lead internal auditor. In 2021, driven by a vision to provide unparalleled service and support to individuals and businesses navigating the intricacies of taxation, Daniel took the entrepreneurial leap and founded his own tax CPA firm where he empowered clients through personalized, client-centric tax solutions.
