Integrated Accounting Solutions is a CPA-led accounting and tax firm that helps business owners get clean books, clear reporting, and proactive tax support - without the stress.
If your bookkeeping is behind, your numbers don’t feel reliable, or taxes always become a scramble, we step in with a straightforward process and consistent follow-through.
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17 customer reviews
Gmlergier
Dan is a knowledgeable professional, very flexible to meet customer needs and resourceful. Great person, highly recommend his expert services!
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Madelaine Braver
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Terubo- (Terubo-)
Daniel took care of my 2024 tax return. He completed and filed the documents both federal and state with a week. I have received refund already. I appreciate his excellent work and professionalism. I recommend him for your financial advisor. More...
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Sean Duckworth
Great service from start to finish. Proactive and responsive communication. Highly recommended
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Ed Brandt
Great to work with dan
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Elizabeth Carmalt
Excellent service.
Reviewed on Google Maps
Chris Keith
Daniel and team do an excellent, timely job. Thank you!
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Christian Robinson
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Vincent Tecce
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Amanda Beischer
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Louisa Bickford
Daniel and his team were friendly, organized, and knowledgable. They exceeded all expectations on our tax filing service, ultimately saving us a significant amount of money. I'd enthusiastically recommend their services! More...
Reviewed on Google Maps
Brian Laude
Daniel and his team are the best! Finding a CPA who would even return calls or emails was very difficult before I was referred to Daniel. As a guy with a small artistic business who fears an IRS Strike Force coming to his house it was a relief that Daniel is always available to answer questions, and has the expertise to ensure you don't end up in a tax gulag! More...
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Dave Hull
Dan did anawesome job with my taxes. He is super easy to communicate with and the app is great - very convenient way to upload forms. Dan’s super-responsive and very accessible to confirm details and explain things in a way that helped me understand everything and plan better for the future. More...
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Tony Erzene
Dan is an outstanding accountant, he’s down to earth, personal, and professional. Definitely one of the best accountants I worked with.
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Julie Ford
I have been working with Dan for about 3 years now. I have never in my life have had a better experience! He really takes his time and walks you through everything, I have always felt I was asking so many questions, but he always assured me that it was ok, and was always extremely patient. I would highly recommend this company, and Dan to all! More...
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Matt Mazzolla (Mazz0lazz)
IAS was as professional as they come. The team over there is great at communicating and are with you every step of the way. I will definitely be coming back to them again More...
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Bob Becker
Dan’s help with my tax planning was very valuable. My questions were answered with expert knowledge and professionalism. My tax documents were quickly and accurately prepared and filled electronically. More...
Reviewed on Google Maps
What kind of accounting services do you provide?
We provide bookkeeping and month-end close, outsourced CFO/advisory (cash flow, budgeting, profitability), tax advisory and planning, and business and individual tax preparation. We also handle cleanup/catch-up work when books are behind.
Why is it so important for businesses to hire a great accountant?
A great accountant keeps the books accurate and current, which drives better decisions, stronger cash flow control, and fewer tax surprises. Reliable numbers reduce risk, support growth, and give owners confidence when hiring, pricing, and investing.
What do you love most about your job?
Helping business owners move from uncertainty to clarity. When the numbers make sense, owners make better decisions, reduce stress, and run the business with more confidence. I enjoy turning financials into practical steps that improve outcomes.
What inspired you to start your own business?
I wanted to build a CPA-led firm that combines accurate accounting with real advisory—so owners get more than compliance. Too many businesses only talk to an accountant at tax time. I started IAS to provide year-round support and clarity.
Why should our clients choose you?
We’re CPA-led, responsive, and process-driven. Clients choose us for clean, reliable financials, straightforward communication, and proactive tax support. We tailor the service level to what you need, and we focus on practical guidance—not generic reports.
Can you provide your services online or remotely? If so, please add details.
Yes. We work with clients remotely across the U.S. using secure cloud tools (QuickBooks Online, document portals, and encrypted communication). Most onboarding, reporting, and tax work is handled virtually with a clear, consistent workflow.
What changes have you made to keep your customers safe from Covid-19?
We offer fully remote service and virtual meetings, and we use secure digital document exchange to minimize in-person contact. When an in-person meeting is requested, we accommodate safety preferences and follow reasonable health and hygiene practices.
Outsourced CFO Services
Strategic financial guidance to help you make confident decisions and plan for growth. We support budgeting and forecasting, cash flow planning, profitability analysis, and KPI reporting. You get clear insights, practical recommendations, and a finance partner who can translate the numbers into next steps.
Bookkeeping
Reliable, up-to-date books so you always know where you stand. We handle transaction categorization, bank and credit card reconciliations, and month-end close, then deliver financial statements you can trust. We also provide cleanup and catch-up work when books are behind or messy.
Tax Advisory and Planning
Proactive, year-round tax support designed to reduce surprises and improve outcomes. We advise on entity structure, estimated tax planning, timing strategies, and decision support so you understand the tax impact before you act. We also help you stay organized and compliant throughout the year.
Tax Preparation
Accurate business and individual tax returns with an organized, CPA-led process. We prepare and file returns, handle extensions when needed, and coordinate closely with your bookkeeping to keep everything consistent and well-documented. The result is a smoother tax season and fewer last-minute fire drills.
