Daniel Dollinger CPA CFP

Gain Financial Security and Peace of Mind As Quick As Possible

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

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

Call (503) 570-8727

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About

Daniel Dollinger CPA, CFP® is a certified public accountant and certified financial planner professional based in Wilsonville, Oregon. He provides a full range of financial services including investment management (fee-only, through Dollinger Management, Inc., a Registered Investment Adviser), financial planning (retirement, education, charitable, gifting), tax services (planning and return preparation for individuals, businesses, trusts, estates, and gift/inheritance returns), financial and business development consulting on an hourly basis, and accounting/bookkeeping with monthly financial statements.

With over 25 years in the financial industry and 30+ years owning his practice, he serves clients across the Pacific Northwest and nationwide. Services are available in English and Mandarin Chinese, in-person or remotely.

Fee-only financial planner and investment manager (no commissions)

CPA and CFP® dual credentialed for integrated tax and financial advice

Over 30 years owning the practice with 90% client retention for 5+ years

Services available in English and Mandarin Chinese

In-person and remote service options

Registered Investment Adviser (RIA) in Oregon

Free 30-minute investment consultation

Free e-book download available

Services

Investment Management

Fee-only portfolio management through Dollinger Management, Inc. (RIA). Customized long-term portfolios using index mutual funds, stocks, and bonds based on risk tolerance, goals, and tax situation. Ongoing rebalancing as market or client circumstances change.

Fee-only basis Registered Investment Adviser (RIA) Customized portfolio construction Ongoing rebalancing Risk tolerance evaluation Tax-aware investing

Financial Planning

Fee-only comprehensive financial planning including retirement, education, charitable, and gifting strategies. Evaluates existing portfolios and employer plans (401K, government). Helps determine retirement timing and insurance needs.

Fee-only financial planner Retirement planning Education planning Charitable planning Gifting strategies 401K and government plan evaluation Insurance review

Tax Services

Tax planning and return preparation for individuals and businesses nationwide. Covers all individual forms, corporations, partnerships, LLCs, fiduciary/trust/estate returns, gift and inheritance returns. Trust and estate planning expertise.

All individual forms (1040 and schedules) Corporate returns (1120, 1120S) Partnership (1065) and LLC returns Fiduciary, trust, and estate (1041) Gift (709) and inheritance (706) returns Trust and estate planning Tax problem resolution Low audit rate with successful defense

Financial, Investment, Business Development, and Tax Consulting

Hourly consulting on financial planning, investment, business development, and tax topics. Reviews educational, estate, and retirement planning, budgets, 401K choices, and designs investment plans and allocations.

Hourly basis First 30 minutes free for investment consulting Budget review 401K investment choice review Independent consultant to investment committees and non-profits Risk analysis and full financial plan design Marketing materials and proposal drafting

Accounting and Bookkeeping

Monthly bookkeeping and financial statement preparation. Reconciles bank accounts, processes source documents (check stubs, sales sheets, bank statements, QuickBooks files), and delivers accurate timely financial statements.

Monthly bookkeeping Financial statement preparation Bank account reconciliation Accounts payable system Computerized and electronically ready Delivery within three days

Credentials & Certifications

Certified Public Accountant (CPA)

Certified Financial Planner Professional (CFP®)

Registered Investment Adviser (RIA) - Dollinger Management, Inc.

Oregon Division of Financial Regulation - Assumed Business Name Registration

Frequently Asked Questions

What services does Daniel Dollinger CPA, CFP® offer? +

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

Is Daniel Dollinger a fee-only financial planner? +

Yes. He is a fee-only financial planner and fee-only investment manager. His investment management is through Dollinger Management, Inc., a Registered Investment Adviser (RIA).

What types of tax returns does he prepare? +

Individual returns (1040 and all forms), corporate (1120, 1120S), partnership (1065), LLC (1065 and occasionally 1120S), fiduciary/trust/estate (1041), gift (709), and inheritance (706) returns.

Does he serve clients outside Oregon? +

Yes. He offers tax services to individuals and businesses for every state in the country, and provides financial planning and investment management services nationwide.

What languages are services available in? +

English and Mandarin Chinese.

Can services be provided remotely? +

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

How much does investment management cost? +

Investment management is fee-only, meaning compensation is based on the value of the portfolio on the last day of the month. Specific rates are on the price list.

What is the price for tax consulting? +

Tax consulting is $250.00 per hour.