Partner – Tax
Dan brings over 20 years of corporate income tax accounting and financial reporting experience to WilliamsMarston. Dan focuses on primarily income tax provision and financial statement tax reporting for public and private companies located throughout the country. He has assisted companies with IPO readiness, mergers and acquisitions, tax return compliance, tax considerations associated with various stock compensation plans, US tax implications of international operations, reporting of uncertain tax positions, and other general tax consulting projects. Additionally, he has led a number of teams providing outsourced tax department services to a variety of clients over his career. Dan’s extensive industry experience includes health industries, retail and consumer products, technology, energy, aviation, restaurants and defense contracting.
Prior to joining WilliamsMarston, Dan spent seven years at boutique tax firms in Southern California where he specialized in accounting for income taxes for public and private companies nationwide. Dan started his career in the Tax practice of Deloitte LLP where he rose to the level of Senior Manager, he then spent several years at PricewaterhouseCoopers LLP in San Diego serving tax clients across a variety of industries.
Dan is a Certified Public Accountant in both the State of California and the Commonwealth of Massachusetts and holds a Masters in Taxation from Northeastern University. He also holds a Bachelors of Science degree in Accounting and Information Systems from the University of Massachusetts at Amherst, where he graduated summa cum laude.