Dan possesses a variety of specialized expertise in financial statement, tax, and consulting services for manufacturing, distribution, construction, and restaurant companies. His financial statement services include audit*, review, and compilation engagements, and he also manages corporate and individual tax planning and tax return engagements for a number of clients. Dan also boasts extensive expertise in various consulting engagements, including advisory services related to mergers and acquisitions, most notably involving due diligence assistance, tax planning, tax projections, and assistance with purchase accounting adjustments. His other key consulting engagements include internal control assessments, financial reporting assistance, contractor’s license assistance, and budget analysis.
Years of Experience
13
Education
University of Alabama, Bachelor’s
University of Alabama, Master’s
Professional & Civic Leadership
- Vulcan Park and Museum Junior Leadership Board (Former Member)
- Alabama Society of CPAs
- American Institute of CPAs
Professional Credentials
Certified Public Accountant (CPA)
