Dan joined the firm in 2015 and has over 25 years of experience in public accounting. Dan is well versed in all areas of taxation, including: corporate, partnership, individual, trust, gift, estate, multi-state income, and sales taxation. He has worked extensively with closely held companies in a variety of industries. Dan also has spent a significant number of years in providing individual income tax planning and personal financial planning services. He represents businesses and individuals before federal and state taxing authorities. Dan started his career in public accounting as an audit and tax associate at Wolf and Company of Massachusetts. Prior to joining the firm, Dan was a senior manager at LitmanGerson Associates, LLP and was a manager at Vitale Caturano and Company prior to that.
Areas of Expertise
Industry Specialties
Fun Fact
Dan is an avid hockey player.
Education
Bentley University, MSA; Master Personal Financial Planner Certificate
Salem State University, BSBA
Professional Associations
American Institute of Certified Public Accountants
Massachusetts Society of Certified Public Accountants
Essex County Conservation District (Former Treasurer)
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