About our Firm

Background

The firm was formed in May, 1994, after Dan had been the primary owner of other CPA firms since 1979. The primary focus of the firm is accounting and financial services for small businesses and their owners. Coordination of individual taxes for the business and the owners is an important part of our planning for clients. We advise in all areas of business taxes including advice on the choice of legal entity for your business. The practice utilizes Dan's 13 years of corporate experience to assist new businesses and to advise for the growth and profitability of existing businesses.

In addition, we provide a broad range of services to individuals in their financial planning as well as tax compliance. We also assist families with estate tax returns, probate reporting, and estate planning.

Our Mission

We are committed to maintaining close contact with our clients and establishing a working relationship based on mutual trust and respect. Our goal is to provide professional service and advice to our clients so they may achieve short-term and long-term financial goals.

Purpose: To help our clients to achieve financial goals

Business: Provide professional service and advice to grow assets and minimize taxes

Value: Quality tax and planning services through great relationships

Our Team

The Owner: Daniel L. Riddle, CPA

Experience:

Dan obtained his initial public accounting experience with KPMG Peat Marwick, LLP, and has been an owner of public accounting practices in Raleigh and Cary for over 20 years. He has eight years of management experience with Sara Lee Corporation in Winston-Salem NC and New York City, and he also served four years as the Controller and Treasurer of Almay Cosmetics. This high level corporate experience combined with extensive public accounting provides a unique perspective for our business clients.

Qualifications:

Dan is a graduate of the University of North Carolina at Chapel Hill with a degree in Business Administration with a major in Accounting. He is a member of the American Institute of CPAs and North Carolina Association of CPAs. He is also registered with the SEC as a Registered Investment Advisor with a Series 7 License and is licensed for insurance, annuities and long term care.

Community service and personal:

Dan is currently the Treasurer of Wake Interfaith Hospitality Network, having been involved with the program for over 10 years. He has served as a Junior Achievement Advisor and has been active at Highland Methodist Church for over 20 years. Dan was on the board of directors for Southlight (formerly Drug Action of Wake County) for six years, two of which as Treasurer and two as President. Dan lives in Cary with his wife Romaine, and has three daughters and two grandchildren.

dan@riddlecpa.com (919)851-1721

Accountant\Bookkeeper: Madison Burke

admin@riddlecpa.com (919)851-1721