Daniel is a Certified Public Accountant and Tax Manager who serves as a trusted adviser to a diverse client base across various industries, including residential and commercial real estate, construction, and professional services. He specializes in serving privately-held, family-owned businesses and their owners. Daniel’s expertise includes delivering tax compliance services such as tax return preparation and review for individuals, corporations, partnerships, employee benefit plans, trusts, and exempt organizations. He also provides consulting services in overall tax planning, payroll, and retirement tax planning. His attestation services encompass financial statement preparations and compilations. Daniel is adept in numerous accounting software packages and is a Certified QuickBooks Online ProAdvisor.
Daniel earned his Master of Science in Accounting at the University of Illinois at Chicago in December 2016 and was licensed as a CPA by the State of Illinois in September 2018. Among his professional affiliations, Daniel maintains memberships in the American Institute of Certified Public Accountants (AICPA) and the Illinois CPA Society (ICPAS).
