Dan is the CBIZ Tax Practice Leader for the Phoenix office. He works with his department to ensure that each client's tax consulting and day-to-day tax matters are met by the firm's innovative and aggressive tax team. He also works as a business advisor and consultant. Dan has works with clients on planning for acquisitions, divestitures, real estate transactions, sale transactions, executive compensation, and state income tax minimization.
Dan has over 25 years of experience working with clients in a wide variety of industries including healthcare, manufacturing, wholesale distribution, construction, and real estate development industries. He carries a significant role in client representation before the Internal Revenue Service and Arizona Department of Revenue, both at the field and appellant level. Dan also speaks regularly to groups of individuals regarding current tax issues.