Dan is a leader in AAFCPAs’ Tax Practice advising select clients, including high-net-worth individuals along with their families and business interests. He works extensively with AAF Wealth Management clients, helping to ensure the seamless execution of their holistic financial plans. He navigates the intricacies of compliance, taxation, wealth optimization, asset protection & privacy.
Since joining the firm in 2007, Dan has embraced AAFCPAs’ integrated service model as key to client success. He recognizes that this combination of tax and wealth management expertise leads to better-informed decisions, increased tax efficiency, and an enhanced client experience—all contributing to greater success in achieving a clients’ financial goals.
He brings a level of technical tax knowledge, proactive planning, and adaptability that can deliver enhanced peace of mind. This includes a range of tax strategies, such as income deferral, expense acceleration, tax-efficient investment strategies, entity selection and structuring, tax credits, and deductions. He applies his deep understanding of the tax code, ongoing monitoring of tax developments, and a collaborative relationship with clients to optimize their overall tax position and ensure compliance with applicable tax laws and regulations.
Dan’s clients consider him a confidant when making life’s most critical financial decisions. A caring, ethical, and dedicated financial partner, he earns that trust by always doing what’s best for the client. Dan is recognized for his upbeat attitude, for his ability to always look on the bright side of every situation, and for his enthusiasm and pride in the work he does.
Dan earned his Bachelor of Science degree in accounting magna cum laude from Fitchburg State University and currently serves on the Board of the Fitchburg State University Alumni Association. He lives in Fitchburg, MA with his wife and two children. He’s an active member of the community, serving as Board Treasurer of Family Promise Metrowest. He also enjoys coaching his daughter’s basketball and soccer teams. When he’s not with clients, you will often find him spending time with his family and cheering on all Boston sports.
Meet Dan
“With each client, I endeavor to build meaningful relationships that transcend a mere business association—I’m committed to standing by our clients through every twist and turn, ensuring unwavering support in all situations.”
Contributed Insights
AAFCPAs’ 2023 Growth Story Included Five New Partners
Boston, MA (December 22, 2023) — AAFCPAs, a preeminent 300+ employee CPA and consulting firm specializing in tax, assurance, accounting, wealth management, business process and IT advisory solutions, reflects with gratitude on our success and organic growth in 2023 with five partnership additions. The company continues in its organic growth trajectory as valued clients spread […]
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Two Tax-friendly Vehicles for Charitable Giving
Since the IRS nearly doubled its standard deduction in 2017, a large number of taxpayers no longer itemize and, therefore, do not receive the associated deduction for charitable contributions on their tax return. But taxpayers may still garner a tax benefit from charitable giving with a little creativity. AAFCPAs and AAF Wealth Management advise that […]
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Watch Now: Individual & Family Tax Webinar 10/31
AAFCPAs’ Individual & Family Tax and Wealth Preservation Webinar As we near the close of another calendar year, we again encourage clients to assess their complete financial situation now in order to plan their year-end tax optimization strategy. As you do, be mindful that most tax reduction approaches must be implemented by December 31 or […]
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