Dan has served a wide variety of both owner-managed businesses and personal tax clients for close to 30 years. He has extensive experience with assurance engagements for both profitable and not-for-profit entities. In addition to this, he has years of experience providing tax, accounting, and consulting advice to clients in real estate, manufacturing and professional services including medical and legal services. He is able to assist with estate and succession planning, non-resident tax filings and due diligence procedures related to purchase and sale transactions, with a high level of efficiency, crafted through decades of dedication.
Professional Designations and Education