Daniel Barger & Associates LLC

Providing superior financial services to individuals, small businesses, and corporations in the greater Vancouver area.

Accountant in Vancouver, WA (show on map)

5.0

★★★★★

4 reviews

A Vancouver-based accounting and tax firm offering bookkeeping, payroll, financial advice, and tax planning for individuals and businesses.

Call (360) 360-2248

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About

Daniel Barger & Associates is a team of skilled accountants, IRS certified enrolled agents, and administrative support staff dedicated to offering a personalized approach for individuals and organizations seeking comprehensive financial solutions. The firm provides bookkeeping and payroll services, financial advice and management, and tax planning and preparation.

With over 20 years of experience across multiple industries, the team empowers clients to navigate complex financial landscapes and maximize long-term success.

Personalized approach to financial services

IRS certified enrolled agent with 20 years of experience

Free consultations for new clients

Comprehensive services across bookkeeping, payroll, financial advice, and tax

Global background and entrepreneurial drive

Multi-industry expertise

Services

Bookkeeping & Payroll

Comprehensive bookkeeping and payroll management ensuring accuracy, efficiency, and compliance for businesses of all sizes.

Accuracy Efficiency Compliance Time-saving Resource optimization

Financial Advice & Management

Holistic financial services including retirement planning, investment management, risk management, and estate planning.

Retirement planning Investment management Risk management Estate planning Personalized strategies

Tax Planning & Preparation

Personalized tax services for individuals and businesses including income tax preparation, estate and trust tax preparation, and small business tax planning.

Income tax preparation Estate and trust tax preparation Small business tax planning Tax return preparation Compliance assistance Maximize deductions Minimize liabilities

Back Taxes

Assistance with resolving back tax issues and past-due tax obligations.

Back tax resolution Compliance assistance

Credentials & Certifications

IRS Certified Enrolled Agent

Reviews

Rating

★★★★★

Reviews

"Excellent communication and makes the process of filing taxes a breeze."

Frequently Asked Questions

What is the difference between an EA and CPA? +

An EA (Enrolled Agent) is a tax expert certified by the IRS, specializing in tax preparation, planning, and representation. A CPA (Certified Public Accountant) is licensed by state boards and can offer a broader range of financial services, including accounting, auditing, and tax services. While both can handle taxes, CPAs often focus on accounting and financial strategy, while EAs are tax specialists.

What documents do I need to file my taxes? +

Common documents include: W-2 forms (for employees), 1099 forms (for contractors or other income sources), receipts for deductible expenses, investment statements, and previous year's tax return.

What type of services do you offer? +

Bookkeeping, Payroll, Financial Advice & Management, Tax Planning & Preparation, Back Taxes, and more!

Where do I upload my documents for tax preparation? +

You will receive a secure folder for uploads through our ShareFile portal. Please visit the 'Client Portal' page on our website or refer back to the original email that granted you access to log in.

Can I set up a time to meet with Daniel? +

Yes! We offer free consultations for new clients to explore our service offerings. For tax planning meetings and other consultations, a fee will be charged up front. You can book these meetings on our Contact page.

Can I get a copy of my return? +

Of course! We can send a digital copy of your return after receiving payment/signature. To request a hard copy of your return, please contact [email protected] (fees will apply).