Dan knows that tax planning is vital for business owners to head in the right direction. He vigilantly stays on top of clients’ situations to help ensure there are no big tax surprises. In addition, his outgoing and personable nature means clients get more than what they bargained for from a CPA.
Dan uses over 15 years of experience in public accounting to advise clients on tax and business operations. He works with the manufacturing and professional services industries, as well as with clients in private equity, commercial and residential real estate construction, and real estate management. Some of the clients Dan works with manage hundreds of properties. He may help a client decide whether there is a significant advantage to finishing a job in the calendar year or the following year, depending on the current year’s income and expectations for the next year. Dan also enjoys challenging tax situations and advises on tax compliance issues for several clients. The technical side of his position requires him to closely follow government posts about changes in regulations and laws based on actions by agencies, courts and lawmakers.
- Grosse Pointe Woods-Shores Little League (Treasurer)
- Grosse Pointe Woods Foundation (Treasurer)
- Michigan Association of CPAs
- American Institute of CPAs
Dan and his wife live in Grosse Pointe Woods, Michigan, with their two children. Dan is involved with his kids’ soccer teams and activities, and is an avid sports fan and participant. He plays golf and basketball and, despite the frustration that goes with it, loves to watch and follow the Detroit Lions.