Daniel P. Phillips CPA

Dan has more than 25 years of experience in all areas of domestic and international tax planning for both privately held and publicly owned businesses.

Dan provides services to firm clients that include the development and communication of tax strategies to management and international tax planning and compliance, incorporating structuring for outbound and inbound transactions. He 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 transportation/logistics, manufacturing, professional services, real estate and construction. He is actively involved with the firm’s Transportation and Logistics Industry Group.

Education

B.S. - Accounting, Penn State University

Professional and Community Involvement

Member—American and Pennsylvania Institutes of Certified Public
Accountants

Member—Pennsylvania Motor Truck Association

Member—Schneider Downs Transportation and Logistics Industry Group

Member—March of Dimes Western PA Market Board

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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featured
big problem:
I’d be happy to discuss your company’s retirement plan. Email me directly here.
big thinking:
A not-for-profit client out of 401(k) compliance.

Shareholder Jason Lumpkin serves as a Practice Unit Leader for SDAdvantage Retirement Solutions. He has more than 17 years of qualified retirement plan experience, primarily serving middle market, closely held businesses. His background includes plan design, documentation reporting, participant education, and ongoing administration for defined contribution plans, including employee stock ownership plans.

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Pittsburgh

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Pittsburgh, PA 15222


[email protected]
p:412.261.3644     f:412.261.4876

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p:614.621.4060     f:614.621.4062

Metropolitan Washington

1660 International Drive, Suite 600
McLean, VA 22102


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p:571.380.9003

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