Dan specializes in partnership taxation and advising high-net-worth individuals, with deep expertise in the real estate, retail, logistics, and professional services industries. He brings a practical, client-focused perspective shaped by his experience as the former tax director of a family office, where he managed the full spectrum of personal, trust, and business tax compliance for ownership.

Known for his thoughtful approach and attention to detail, Dan works closely with clients to navigate complex tax matters and deliver tailored solutions. Outside of work, he enjoys spending time with friends and family.

• Partnership Taxation
• High Net Worth Individuals

• Masters of Science in Taxation, Eastern Michigan University
• Bachelors of Business Administration in Accounting, Eastern Michigan University

• AICPA
• MICPA