Frequently Asked Questions

Are you available year-round?

Yes! Many tax preparation businesses are only open during tax season, but we are available to our clients all year. Please don't hesitate to contact us if you have a question or concern and we will be in touch within two business days.

What is the difference between a financial coach and financial advisor?

Financial coaches do not sell investment products, such as mutual funds, stocks, insurance, etc. unless they are also licensed financial advisors. Coaches educate clients regarding personal finance topics, providing strategies for success.

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Financial advisors are licensed to sell investment products and can give stock advice, such as "buy this stock or that one." Financial advisors are an important part of your wealth building strategy, as they are investing experts who keep up with market fluctuations and news daily.

How do I know if Daly Tax & Consulting is right for my needs?

We take the time to listen to our clients and tailor services specific to each financial situation. Reach out and schedule a free consultation!