Daniel Dollinger CPA CFP

Certified Public Accountant and Certified Financial Planner Professional

Certified public accountant in Salem, OR (show on map)

4.2

★★★★☆

5 reviews

CPA and CFP® offering fee-only investment management, financial planning, tax services, consulting, and accounting in Wilsonville, Oregon.

Call (503) 363-1550

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About

Daniel Dollinger CPA, CFP® is a fee-only financial professional with over 25 years of experience in the financial industry. He operates through Dollinger Management, Inc., a Registered Investment Adviser (RIA) in Oregon, and is registered with the Oregon Division of Financial Regulation.

He offers integrated tax planning and financial advice, managing investment portfolios on a fee-only basis where compensation depends solely on portfolio value. Services include financial planning, investment management, tax return preparation for individuals and businesses, trust and estate planning, business development consulting, and monthly bookkeeping with financial statements. He serves the entire Pacific Northwest from his Wilsonville, Oregon office.

Fee-only financial planner with no commission-based conflicts

Over 25 years of experience and 30 years of ownership

90% of clients have been with the firm for at least 5 years

Services available in English and Mandarin Chinese

Integrated CPA and CFP® expertise for tax-aware financial advice

Registered Investment Adviser (RIA) with full transparency

Services

Investment Management

Customized portfolio construction and ongoing management using index mutual funds, stocks, and bonds. Fee-only basis with rebalancing as goals, risk tolerance, or timeframes change.

Fee-only management Risk tolerance evaluation Customized long-term portfolios Ongoing rebalancing Tax-aware investing

Financial Planning

Comprehensive fee-only financial planning including retirement, education, charitable, and gifting strategies. Evaluates existing portfolios and employer plans.

Retirement planning Education planning Charitable planning Gifting strategies 401K and employer plan review Insurance planning

Tax Services

Tax planning and return preparation for individuals and businesses nationwide, including trust and estate planning. Covers all individual, corporate, partnership, and fiduciary forms.

Individual tax returns (1040) Corporate returns (1120/1120S) Partnership returns (1065) Trust and estate returns (1041) Gift tax returns (709) Inheritance tax returns (706) Tax planning and defense

Financial, Investment, Business Development, and Tax Consulting

Hourly consulting on financial, investment, business development, and tax topics. Includes budget review, strategy development, and risk analysis.

Hourly basis Budget review Strategy development 401K investment choice review Risk analysis Marketing materials and proposals

Accounting and Bookkeeping

Monthly bookkeeping and financial statement preparation. Reconciliation of bank accounts and production of accurate, timely financial statements.

Monthly bookkeeping Financial statement preparation Bank reconciliation Accounts payable management QuickBooks file support

Credentials & Certifications

Certified Public Accountant (CPA)

Certified Financial Planner Professional (CFP®)

Registered Investment Adviser (RIA)

Oregon Division of Financial Regulation registration

Reviews

Rating

4.2

★★★★☆

Reviews

"He is very personable and very affordable."

Frequently Asked Questions

What services do you offer? +

Investment management, financial planning, tax services (planning and return preparation), business development consulting, and accounting/bookkeeping services.

Are you a fee-only financial planner? +

Yes, I am a fee-only financial planner and investment manager. Investment management fees are based solely on the value of the portfolio on the last day of the month.

What tax returns do you prepare? +

Individual returns (1040 and all forms), corporations (1120 or 1120S), partnerships (1065), LLCs (1065 and occasionally 1120S), fiduciary/trusts/estates (1041), gift (709), and inheritance returns (706).

Where are you located and who do you serve? +

Office is in Wilsonville, Oregon. I serve the entire Pacific Northwest and offer tax services for individuals and businesses in every state in the country.

Do you offer services in languages other than English? +

Yes, services can be provided in English and Mandarin Chinese.

What is your pricing model? +

Investment management is fee-only based on portfolio value. Consulting is $250/hour (first 30 minutes free). Tax consulting is $250/hour. Financial statements range from $150 to $3000/month. Payroll ranges from $150 to $750.

How long have you been in business? +

Over 30 years. Many clients have been with the firm since the beginning, and 90% have been clients for at least 5 years, 75% for at least 10 years.

Can you work with clients remotely? +

Yes, services can be provided in-person and/or remotely.