A Little About Us

Committed to Excellence

Charlotte Income Tax and Dan J. Mahoney, CPA are located on in Port Charlotte Florida, next door (north) of Whiskey Creek Grill on the Tamiami Trail.

Proud of being "not just another bean counter", Dan provides individualized attention to each client. As he meets with his clients and reviews their financial information, he is looking at the big picture-not just at payroll or tax information. He will ask questions to ensure that his clients have considered all aspects of their financial situation. As he becomes more knowledgeable about his clients current problems and their long-term goals, he becomes a partner in achieving those goals. He also explains financial issues in non-financial language, ensuring that his clients understand the issues facing them.

Dan has been a CPA since 1985, and was born and raised in Charlotte County Florida. He practiced with many large national accounting, auditing and other firms but now specializes in income tax planning and preparation for individuals, businesses and non-profits; accounting and bookkeeping services; accounting software selection, implementation, training and technical support; business advisory services; and non-profit advisory services. His client base includes contractors, physicians, entrepreneurs, non-profit organizations, attorneys, retail stores, home-owners associations, and numerous other businesses as well as individuals in all tax brackets.

The professional staff members at Charlotte Income Tax and Dan J. Mahoney CPA are ready to assist you with all of your accounting needs.

Professional and Community Affiliations

• American Institute of Certified Public Accountants
• Florida Institute of Certified Public Accountants
• Professional Advisor, QuickBooks Pro
• Charlotte County Chamber of Commerce
• Better Business Bureau

Company Goals

Mission

Service is what we're dedicated to. Our mission is to provide individuals and businesses with the most responsive, professional, and cost-effective tax and accounting services. Our consulting work assures maximum savings for our clients by the efficient application of our professional and technical resources to unique tax and business situations.

We promise we will:

• Create relationships with our clients, business associates, and each other based on integrity, trust, and mutual respect.
• Create an environment where we can develop as true professionals through education, sharing of experiences, and promotion of creative thinking.
• Provide outstanding, timely, value added service to benefit our clients.
• Encourage innovation, creativity, and acceptance of reasonable risk, to capitalize on new ideas and view change as an opportunity.
• Encourage an atmosphere of teamwork and communication.
• Promote a culture where action, initiative, and results are important.
• Achieve balance in our individual responsibility to ourselves, our families, our professions, and our community.
• Create an environment where everyone has an opportunity to achieve a financially rewarding and enjoyable career.