2026-10-23T18:17:04.405Z

I just started a small family therapy practice and accounting, finances, and taxes are not my strengths, but Daniel and his team have become such a core piece of my peace of mind! He and his team are communicative, thorough, and super knowledgeable. This is an area that had caused so much stress to just think about, and now I can concrete on business scaling and clients. Thank you Daniel and team!

2026-09-15T07:04:44.243Z

I’ve been working with Daniel Later for my mental health therapy private practice, Jubilee Holistic Counseling & Consulting, and I’ve had a really good experience. He’s helped me get my taxes organized and put together a tax plan that actually makes sense for my business. I feel much more on top of things now than I did before working with him. I definitely recommend Daniel, especially if you’re a small business or private practice owner.

2026-08-27T21:00:38.916Z

I'm only just starting out in owning my own practice (and hence also in working with Daniel et al.) and it's been a very lengthy process but thus far, Daniel has been very kind and informative! It brings me great comfort that Daniel has a varied experience, a personal connection to the counseling realm, and a compassionate yet informative disposition. I have no doubt he and his associates will be doing my tax prep & business financial planning for years to come.

2026-07-31T03:41:35.140Z

Daniel has been great to work with. He is thorough, responsive, and communicates clearly throughout the process. In the past, I haven’t always had great experiences with communication from other professionals, so this has really stood out. I especially appreciate that Daniel takes the time to explain concepts and make sure I understand the reasoning behind recommendations before moving forward.

2026-07-29T16:21:49.441Z

Extremely thorough and industry specific recommendations and support. I can’t recommend these services enough. If you’re a solo or group practice owner… don’t second guess this decision. It’s worth your time and money to talk with Daniel.

2026-07-24T15:24:10.336Z

Daniel has been patient and highly responsive. He takes the time to go over all our questions without any pressure to make certain decisions or to sign up for any particular package.

2026-07-21T17:58:58.661Z

I’ve really enjoyed working with Daniel so far. He’s been thoughtful, responsive, and has taken the time to explain things clearly, making the tax planning process much less overwhelming. I’m looking forward to continuing to work with him and his team.

2026-05-25T01:18:42.998Z

Daniel was very patient and helpful. He explained things in a simple way. We look forward to our future business with him.