Dan Reganata, CPA, MBA, PFS
27+ Years. Three Credentials. One Person Who Knows Your File.
Dan Reganata has spent 27+ years handling tax, accounting and financial planning for South Jersey businesses and families. He holds three credentials that rarely appear together: CPA for tax and accounting authority, an MBA for the business strategy side, and the PFS (Personal Financial Specialist) designation, which is available only to CPAs and covers personal financial planning.
That combination is the reason clients stay. Most people end up with three separate professionals — an accountant who files the return, someone else who keeps the books, and an advisor who manages the retirement account — none of whom talk to each other. Here it's one conversation, informed by all three views of your situation.
How We Work
- You deal with the CPA directly, not an intermediary.
- We quote before we start. No surprise invoices.
- We work year-round. The tax return is the report; the planning is the work.
- If something in a prior return was handled wrong, we'll tell you, even when the answer is "it isn't worth amending."
Reganata & Associates LLC
Reganata & Associates LLC (dba Dan Reganata CPA MBA PFS) · 1892 Greentree Road, Suite 2, Cherry Hill, NJ 08003 · (856) 874-1892 · danr@dsrjcpa.com · Mon–Fri, 9:00 AM–5:00 PM
