Business Details
34 Years
experience
Trusted Wealth Management & Tax Solutions in Omaha
Established in 1992, Daniel S Grieb CPA has built a reputation as a trusted partner for wealth management, tax solutions, and accounting services. Our team of certified professionals brings decades of combined experience in investment advisory, pension administration, and business accounting, serving individuals and small to mid-sized businesses across the Omaha Metro area. We prioritize personalized service, tailoring strategies to meet each client's unique financial goals while maintaining a commitment to transparency and ethical standards. Our multidisciplinary approach integrates tax planning, retirement management, and financial advisory to simplify complex financial landscapes.With a focus on long-term relationships, we aim to empower clients through education and proactive guidance. Our local expertise in Omaha and surrounding communities ensures solutions align with regional economic dynamics. Backed by affiliations with reputable financial institutions, we deliver reliable, timely services that adapt to evolving client needs. Our dedication to excellence has earned us recognition as a go-to resource for comprehensive financial management in Nebraska.
Services
Wealth Management
Business Accounting
Payroll Processing
Tax Preparation
Financial Planning
Investment Management
Pension Management
Bookkeeping
Tax Consulting
Estate Planning
Details
- Year established: 1992
Highlights and features
- We offer 30+ years of local financial expertise in Omaha
- Our team holds dual certifications in accounting and investment advisory
- We provide integrated wealth management and tax planning solutions
- Personalized service tailored to individual and business client needs
- Proven track record serving over 1,000 clients in Nebraska
Associations and certifications
- Enrolled Agent
- Investment Advisor Representative
Services
Wealth Management
Our wealth management services combine investment advisory, retirement planning, and estate strategies to grow and protect client assets. We create customized portfolios aligned with risk tolerance and long-term goals. With ongoing monitoring and tax-efficient strategies, we help individuals and businesses achieve financial security through personalized guidance.
Business Accounting
We provide comprehensive accounting solutions for small to mid-sized businesses, including bookkeeping, financial statement preparation, and tax compliance. Our services ensure accurate financial records while offering strategic advice on cash flow management and business growth. Real-time financial insights help owners make informed operational decisions.
Payroll Processing
Our full-service payroll processing handles tax filings, direct deposits, and compliance reporting for businesses of all sizes. We manage wage calculations, tax withholdings, and year-end reporting while ensuring adherence to federal and state regulations. This service reduces administrative burdens and minimizes compliance risks.
Tax Preparation
We offer complete tax planning and preparation for individuals and businesses, focusing on minimizing liabilities through strategic deductions. Our experts stay current with changing tax codes to ensure compliance while optimizing returns. We handle complex filings for corporations, estates, and nonprofit organizations.
Financial Planning
Our financial planning services create roadmaps for achieving short and long-term goals through budgeting, debt management, and investment strategies. We assess current financial status to develop actionable plans tailored to life changes and market conditions. Regular reviews ensure plans remain aligned with evolving needs.
People
Kathy Alber
Shareholder
Kathy Alber brings 20+ years of accounting and pension administration experience to Daniel S Grieb CPA. As an Enrolled Agent and Investment Advisor Representative, she specializes in tax planning and retirement strategies. Her background in real estate and logistics informs practical financial solutions for clients.
Dan Grieb
President
Dan Grieb founded Daniel S Grieb CPA in 1992 and has guided its growth into a comprehensive financial services firm. With expertise in business taxation and investment management, he serves as a trusted advisor to Omaha-area businesses. His community involvement includes nonprofit leadership roles.
Questions
What services does DSG Advisors offer?
We provide wealth management, tax preparation, business accounting, payroll processing, and financial planning services for individuals and businesses in Nebraska.
Are you licensed financial professionals?
Yes, our team includes Enrolled Agents and Investment Advisor Representatives with specialized certifications in tax and investment planning.
Do you serve clients outside Omaha?
We serve clients throughout the Omaha Metro area including Papillion, La Vista, Bellevue, and Elkhorn.
How can I schedule a consultation?
Contact us at (402) 399-0832 or visit our office at 18035 Oak Street, Omaha, NE 68130 to schedule an appointment.
What experience do you have with small businesses?
Since 1992, we've helped over 1,000 small businesses with accounting, tax planning, and payroll services tailored to their specific needs.
