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Tax Preparation and Bookkeeping Expert

Empowering Your Financial Success

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Our Specialized Services

Tax Preparation

Expert Tax Filing Services

Our team provides comprehensive tax preparation services, ensuring accuracy and compliance with tax regulations while optimizing your tax efficiency. We focus on minimizing liabilities and maximizing your financial objectives.

Bookkeeping

Streamlined Financial Records

Accurate and organized financial records are essential for informed decision-making. Our bookkeeping services ensure precise and up-to-date records, offering clear insights into your financial health.

Financial Consulting

Strategic Financial Guidance

Our consulting services deliver expert financial guidance, from forecasting to budget analysis, empowering you to navigate complex financial matters and achieve sustainable growth.  Month-end services including recording transactions, reconciling bank and credit card accounts, processing payroll, and generating financial reports.

About Us

Meet Daniel (Danny) Wisbaum & Associates

We are dedicated to providing exceptional accounting services tailored to meet the unique needs of each client. With a commitment to excellence, we ensure financial stability and peace of mind.

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Daniel Wisbaum, CPA, is a seasoned accounting and finance professional with over 20 years of experience serving organizations throughout the Sacramento area.  Since earning CPA licensure in 2003, Danny has built a distinguished career leading financial operations, improving reporting processes and driving strategic decision making across both private and public sectors.

Throughout his career, Danny has held key roles in corporate accounting, financial analysis and management, consistently delivering accurate, insightful, and timely financial information to support organizational growth.  Danny remains committed to helping organizations strengthen their financial health and achieve sustainable success.

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Our Expertise

25+

Clients Served Annually

100%

Accuracy in Tax Filing

25 Years

Combined Accounting Experience

Serving Diverse Industries

Small Businesses

We specialize in providing tailored accounting solutions to meet the unique needs of small businesses, enabling effective financial management and sustainable growth.

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Additionally, we provide tax services for businesses of all sizes, as well as payroll services.

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Freelancers & Independent Contractors

Our specialized accounting services simplify financial management for freelancers, optimizing tax efficiency and supporting financial stability and growth.

Startups

We offer comprehensive accounting support to startups, addressing their unique financial challenges and ensuring stability, allowing them to focus on innovation and growth.

Client Stories

Danny helped me with my taxes.  I handed him a shoe box and he organzied everything for me.

Dave B.

"Partnering with Danny Wisbaum and Associates has significantly improved our financial operations and profitability. Their strategic advice is invaluable."

GPCA Homes

"I highly recommend Daniel Wisbaum and Associates for their unwavering commitment to client success and financial excellence."

Hector R

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