Daniel P. Phillips CPA

Dan has more than 20 years of experience in all areas of domestic and international tax planning for both privately held and publicly owned businesses.

Dan provides services to the firm’s clients that include the development and communication of tax strategies to management and international tax planning and compliance, including structuring for outbound and inbound transactions. Dan serves many clients owned by private equity firms and has advised in all types of mergers and acquisitions, including due diligence and acquisition structuring, in a variety of industries.

Dan’s industry expertise includes, manufacturing, transportation/logistics, professional services, real estate and construction. Dan is actively involved with the firm’s Transportation and Logistics Industry Group. Dan also serves as a member of the firm’s Board of Directors.

Education

B.S. - Accounting, Penn State University - Behrend

Professional and Community Involvement

Member—American and Pennsylvania Institutes of Certified Public Accountants

Member—SD Global Services

Member—Leadership Pittsburgh XXV

Do you have a hobby or personal passion?
I love hockey. 

What was the best advice you’ve ever received?
When dealing with others, place yourself in their shoes to gain perspective

What was your childhood dream?
To be an inventor

People would be surprised to know that I…….

have been skydiving

What is the best or most interesting thing about your career?
The planning and problem solving that we do every day. 

What was your first job?
Hills Department Store – putting price tags on clothes

Do you have a “motto?”
Always be positive. Always be optimistic. 

Do you have advice for young professionals?
When it comes to your career - focus on the long term and the big picture.

Daniel P. Phillips CPA

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big problem:
Does your business need help navigating liquidity issues? Email me directly here.
big thinking:
Liquidity issues for a local company.

Shareholder Staci Brogan has more than 20 years of public accounting experience. Her areas of expertise include helping not-for-profit clients, publicly traded registrants, and clients with complex governance structures.

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