Dan is involved as a partner on tax and assurance engagements with over 35 years of experience. He provides oversight and leadership for business and individual clients.  Areas of service include:

• Audits, reviews, compilations, and agreed upon procedures
• Financial forecasts and projections
• Proactive tax planning strategies for closely held business owners, families and companies
• Assisting clients in resolving tax inquiries and controversies with federal, state and local tax authorities
• Outsourced controller services