Cherry Hill, Haddonfield, Moorestown, Mount Laurel, Marlton and Surrounding Areas
Quality and care in our craft is what has made us the company we are today. You can trust that you’ll always receive the highest-quality products and services from us.
With years in the industry and hours upon hours of coursework and on-the-job training, each of our employees is ready to show up and tackle the toughest of jobs.
Customer service isn’t just friendly greetings; it’s also a commitment to doing right by the client no matter what. We won’t rest until you’re completely satisfied with the end result—that’s our guarantee to you!
Welcome to Reganata & Associates! With 20 years of experience, we specialize in personalized tax and retirement planning for small businesses and wealth management for individuals. Our commitment to clear communication and tailored strategies ensures that we meet your unique financial needs.
We uphold the highest standards of customer service, emphasizing promptness and professionalism. You can count on us for attentive support and effective communication. Partner with us on your journey to financial success!
At Reganata & Associates, we meet your needs and exceed your expectations with timely service, affordable pricing, and a professional team that makes us your top choice. Our customer-first approach has helped clients near and far, and we want you to feel confident in choosing us. We guarantee your satisfaction as a sign of our commitment, and if we ever fall short, we’ll do everything we can to make it right. You can rest easy knowing you’re in safe hands with Dan Reganata, CPA, MBA, PFS. Now it’s your turn to experience the difference.
At Dan Reganata CPA MBA PFS, we understand that our clients have an overarching goal—both for themselves and for us. That goal never leaves our sight. Nor does our desire to achieve real, tangible results for each client. To do so, we pair industry-leading expertise with a strategic mindset, developing comprehensive solutions proven to work. It’s taken us years to hone our craft and to be able to deliver the results that we do. But ultimately, that time pays off in dividends for us and for our clients. With us, your confidence and satisfaction is our goal, and we achieve it through steadfast and proven results.
Disclaimer: These unpaid client testimonials may not reflect the experience of other customers and do not guarantee future success or performance.
"I went to Dan with several years of receipts literally in a box and he patiently helped me through the mess I had. His professionalism and attention to detail with my returns helped alleviate a great deal of stress. I recommend him to everyone I meet, Dan is a stand up guy who does an amazing job!"
- Linda H
"Great experience! Always a pleasure to work with Dan!"
- Lance Stopek
"Dan's great at getting the most out of your tax returns. I had a complicated tax return that I didn't want to tackle myself, and Dan was able to simplify the whole process and ask the right questions, and I ended up with a big difference in my favor vs. the online software I tried previously. Fast and friendly service - well worth the investment!"
- Tom Filocco
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Accounting Firm, Accountant and Bookkeeping Services
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Please note that not all of the investments and services mentioned are available in every state.
Securities offered through Avantax Investment Services℠, Member FINRA, SIPC,. Investment advisory services are offered through Avantax Advisory ServicesSM. Insurance services offered through an Avantax-affiliated insurance agency.
The Avantax family of companies exclusively provide investment products and services through its representatives. Although Avantax Wealth Management® does not provide tax or legal advice, or supervise tax, accounting, or legal services, Avantax representatives may offer these services through their independent outside business.
Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. The return and principal value of investments will fluctuate as market conditions change. When sold, investments may be worth more or less than their original cost. Indexes discussed are unmanaged and you cannot directly invest into an index. Retirement plan withdrawals may be subject to taxation and penalties when withdrawn early. Neither diversification nor asset allocation assure or guarantee better performance and cannot eliminate the risk of investment losses. Past performance is not a guarantee of future results.
This information is not intended as specific tax or legal advice. Please consult our firm and your legal professional for specific information regarding your individual situation.
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