Background

A former U.S. Navy jet pilot, Dan began his second career in public accounting over twenty years ago. In that time, he has enjoyed developing close working relationships with his clients, as well as their other trusted financial advisors. Dan works diligently to continuously expand upon his expertise in business and individual income taxation. With a focus in real estate and professional services, his practice experience includes asset sales, 1031 exchanges, and business sales. He takes seriously the trust his clients place in him, and strives to exceed their expectations in the areas of both tax compliance and tax planning. Outside of work, Dan enjoys road cycling, gardening, cooking, and listening to music.

Professional Organizations

American Institute of Certified Public Accountants

Oregon Society of Certified Public Accountants

Education

Bachelor of Science, General Science, Pennsylvania State University

Post-Baccalaureate Accounting Certificate, Arizona State University

Master of Science, Information Management, Arizona State University

SPECIALIZATIONS

Asset sales

1031 exchanges