Background

In the spring of 2004, Dan found himself at a career crossroads. After 16 years with Big 4 firms, he knew he needed a change, yet the timing wasn’t yet right. “A lot of my clients had been with me through everything that happened at Arthur Andersen, and I knew I needed to stick around for them rather than change locations.” From what he learned about Geffen Mesher, he knew it was exactly what he wanted his next firm to be: a place where major decisions happen in-house with group buy-in; a firm that works with their strengths; where younger staff members are mentored and supported as they discover their niches; and where loyalty matters. In October of that year, he finally brought his experiences, warmth, and sense of humor to the firm. To no one’s surprise, a number of his clients came with him during the move.

“What you discover after working with clients for 20 years and more is that little things matter most. The simple act of returning phone calls, especially when business is busy, speaks volumes. People know you’re listening, and that you have their best interests at heart.” A proud parent of two grown daughters, you might catch Dan tailgating outside of Reser Stadium during the fall. He’ll be the guy smiling behind a Guinness.

Professional Organizations

American Institute of Certified Public Accountants

Oregon Society of Certified Public Accountants

Portland Tax Forum, Board Member, Past Board Chair

University of Portland Deans Board of Advisors, Member, Robert Pamplin School of Business Administration

DFK International USA, Past Tax Committee Chair

Oregon Entrepreneurs Forum, Venture Oregon Steering Committee, Past Member

COMMUNITY INVOLVEMENT

CODA, Inc., Board Treasurer
Oregon Community Foundation Professional Advisory Council, Member
Edison High School, Board Member
Young Entrepreneurs Business Week, Board Member, Past Treasurer
American Lung Association of Oregon, Past Board Treasurer

EDUCATION

Bachelor of Business Administration, Accounting and Marketing, University of Portland, 1988, cum laude
Certified Public Accountant, Oregon

Key To Success

“Take the long-term perspective.”

SPECIALIZATIONS

S- and C-corporation taxation

Multi-state and multi-national tax compliance

Income tax planning for high net worth individuals

Representing taxpayers under examination by tax authorities

Industry Expertise

Manufacturing & Distribution