As a graduate of Pace University’s Lubin School of Business and a licensed Certified Public Accountant in the State of New York, Dan brings over 15 years of knowledge and experience in both accounting and tax. His extensive involvement in financial statement engagements ensures timely and meaningful financial reporting, while his expertise in tax preparation and review helps develop effective tax planning strategies. Dan leverages his knowledge to deliver optimal results for all the firm’s clients.

Prior to joining the team, Dan managed audit, review, and compilation engagements across various industries and consulted on special engagements for internal controls.

Proficient in QuickBooks and knowledgeable about various accounting systems, Dan has also consulted on numerous special projects to enhance efficiencies within new and existing accounting structures.

Dan is an active member of the American Institute of Certified Public Accountants (AICPA) and the New York State Society of Certified Public Accountants (NYSSCPA).