Business Details
Your Trusted Tax and Financial Planning Partner in St. Paul
I am a full-service tax compliance professional dedicated to providing personalized financial guidance to individuals and businesses. With extensive experience from my time at KPMG and over two decades serving St. Anthony Park and the Twin Cities, I specialize in individual and small business tax compliance, financial planning, and IRS representation. My mission is to help clients maintain financial viability while proactively addressing future goals through open communication, thorough research, and sound analysis.I hold a Bachelor of Science in Accounting from the University of Missouri and bring expertise in tax law, estate planning, and computer applications to every client relationship. My practice combines corporate-level expertise with personalized service tailored to each client's unique needs.
Services
Tax Management
Estate Planning
Financial Planning
IRS Representation
Retirement Planning
Highlights and features
- 20+ years of experience in individual and small business tax compliance
- Personalized service combining corporate expertise with local knowledge
- Specialized in navigating complex tax law changes for optimal outcomes
- Direct CPA-level attention to every client relationship
- Proven track record in IRS audit representation and resolution
Services
Tax Management
Comprehensive tax planning and preparation services for individuals and businesses. I help clients minimize tax liabilities through strategic planning while ensuring compliance with evolving tax regulations. My expertise covers both personal tax returns and complex business tax strategies.
Estate Planning
Specialized estate and trust planning to ensure financial security for loved ones. I assist clients in navigating complex tax laws to facilitate asset transfer while minimizing tax liabilities for beneficiaries through customized estate planning solutions.
IRS Representation
Professional representation during IRS audits and tax authority interactions. With extensive experience in tax dispute resolution, I provide expert guidance to address audit concerns, answer agency questions, and protect client interests throughout the process.
Financial Planning
Holistic financial planning services covering retirement strategies, investment management, and tax-efficient portfolio planning. I help clients achieve long-term financial goals through personalized strategies that consider tax implications and market performance.
Retirement Planning
Tailored retirement planning solutions addressing asset allocation, college funding, and tax-efficient withdrawal strategies. I work with clients to develop sustainable income plans that maintain financial independence throughout retirement years.
People
Dan Bane
CPA
Owner and licensed CPA with over 20 years of experience in tax compliance and financial planning. Former KPMG professional specializing in individual and small business tax solutions. Holds a Bachelor of Science in Accounting from the University of Missouri.
Questions
What tax services do you offer for small businesses?
We provide comprehensive business tax planning, preparation, and compliance services including quarterly estimated tax calculations and entity structure optimization.
How can I schedule an appointment outside regular hours?
Contact us at (651) 999-0123 to arrange evening or weekend appointments during non-peak seasons outside February-April.
Do you offer electronic tax filing options?
Yes, we provide secure online tax submission services and digital document sharing for convenient year-round tax management.
What should I do if I receive an IRS audit notice?
Contact us immediately for professional audit representation. We'll guide you through the process and handle all communications with tax authorities.
How do you stay updated on tax law changes?
We maintain active CPA licensure and participate in ongoing professional development to ensure compliance with the latest federal and state tax regulations.
