MEET DAN

MEET DAN

For over ten years, Dan has been a trusted advisor for privately-held business entities and their owners on complex federal, state and local tax issues. He helps large, multi-state flow-through entities, large C-Corporations, high net-worth individuals and other clients with planning and compliance. In addition to his specialized flow-through taxation skill set, Dan has experience in state and local tax issues, as well.

Education

Bachelor of Science in Accounting, Bentley University

Master of Science in Taxation, Northeastern University

Professional Affiliations

American Institute of Certified Public Accountants (AICPA)

Massachusetts Society of Certified Public Accountants (MSCPA)

HOW DANIEL CAN HELP

HOW DANIEL CAN HELP

Industries and projects that Daniel has extensive experience in include:

  • Real Estate
  • Restaurants/Breweries
  • Service businesses
  • Private equity
  • Tax credit funds
  • Software
  • Research and development