Business Details
11 Years
experience
Your Trusted Partner for Accounting & Financial Planning Services
DH Craig CPA P C CPA, P. C. was founded in January 2015 to provide comprehensive accounting and financial planning services to individuals and businesses. Our president, Daniel H. Craig, CPA, CFP, PFS, brings over four decades of experience in financial planning, tax consulting, and business advisory, having previously led the Roxboro office of Thomas, Knight, Trent, King and Company. Specializing in business valuations, estate planning, and management succession, we serve family-owned companies and organizations across retail, manufacturing, and nonprofit sectors.Our team combines deep technical expertise with community-first values, holding memberships in the AICPA, NCACPA, and Financial Planning Association. Since launching our practice, we have prioritized personalized guidance to help clients achieve their financial goals while maintaining a commitment to ethical service and local engagement.
Services
Financial Planning
Tax Preparation
Retirement Planning
Business Consulting
Estate Planning
Details
- Year established: 2015
Highlights and features
- Certified CPAs with 40+ years of combined experience in financial planning and tax consulting
- Specialized expertise in business valuations, estate planning, and succession management
- Active community involvement and membership in leading accounting associations
- Tailored services for family-owned businesses across manufacturing, retail, and nonprofits
- Proven track record working with clients since our founding in 2015
Associations and certifications
- AICPA
- NCACPA
- Financial Planning Association
Services
Financial Planning
Our financial planning services create tailored strategies to grow and protect your assets. We analyze income, expenses, investments, and long-term goals to build customized roadmaps for stability and growth. Clients benefit from proactive adjustments to adapt to changing life circumstances.
Tax Preparation
We handle individual and business tax preparation with accuracy and compliance. Our team identifies deductions, credits, and planning opportunities to minimize liabilities while maximizing refunds. Seasonal consultations ensure year-round tax efficiency for personal and corporate clients.
Retirement Planning
Our retirement planning optimizes 401(k)s, IRAs, and other investment vehicles for long-term security. We assess risk tolerance, time horizons, and retirement goals to design diversified portfolios. Regular reviews help clients stay on track for their desired lifestyle post-employment.
Business Consulting
We provide strategic guidance for business owners on valuations, succession planning, and operational efficiency. Services include financial statement analysis, tax compliance, and growth strategy development tailored to industries like manufacturing, retail, and real estate.
Estate Planning
Our estate planning ensures smooth wealth transfer through trusts, wills, and tax-efficient strategies. We collaborate with legal professionals to address probate avoidance, charitable giving, and family business continuity for high-net-worth individuals.
People
Daniel H. Craig
President
Daniel H. Craig, CPA, CFP, PFS, founded DH Craig CPA P C CPA, P. C. in 2015 after 35 years at Thomas, Knight, Trent, King and Company. He specializes in business valuations, tax planning, and advising family-owned enterprises.
Questions
What accounting services do you offer?
We provide tax preparation, financial planning, business consulting, estate planning, and retirement investment management for individuals and companies.
Are you certified professionals?
Yes, our team includes Certified Public Accountants (CPA), Certified Financial Planners (CFP), and Personal Financial Specialists (PFS).
How long have you served Roxboro?
We started in 2015, though our lead accountant has over 40 years of local experience in North Carolina.
Do you work with small businesses?
Yes, we specialize in family-owned companies across manufacturing, retail, and nonprofit sectors with personalized advisory services.
What areas do you cover?
We primarily serve Roxboro, North Carolina, and surrounding communities with flexible virtual consultation options.
