Principal
Dan guides business owners, medical practices, and non-profit organizations in all aspects of tax consulting related to operations and transactions. With over 30 years in the nonprofit tax and consulting arena, he understands his clients’ responsibilities and challenges. His expertise lies in financial analysis, income tax planning, tax compliance, and implementing accounting practices to fuel client growth.
Dan has drawn from his rewarding career to invest back into the industry and his community through training and education. Working closely with local and national organizations like the American Society of Women Accountants, the Montana Nonprofit Association, and the Big Sky Economic Development Authority, he has developed and facilitated non-profit entity workshops and education seminars for practicing CPAs, non-profit professionals, and non-profit board members.