Dan is based in San Jose, and is the Market Leader for Strategic Federal Services in California. Dan has more than 13 years of experience focused on R&D Tax Credits in a wide range of fields.
Dan has helped implement one of the first R&D Studies based on statistical sampling. He is well versed in 3rd party time tracking systems and has met with vendors in this space to determine best practices on how those systems can best be utilized in R&D Studies, and has also helped develop R&D Software and has significant experience with User Interface Testing.
Dan has helped defend numerous claims before the IRS and has a track record of high sustention rates. He has also helped clients create the FIN 48 support needed.
Dan has worked on numerous research credit engagements over the years in diverse industries, including high technology (hardware and software), pharma-biotechnology, manufacturing, as well as Aerospace.
- Strategic federal tax
Professional qualifications and memberships
California Society of Certified Public Accountants
America Institute of Certified Public Accountants
Bachelors of Science in Accounting, Indiana University
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