How Daniel Helps Clients
A Certified Public Accountant with nearly 10 years of experience, Daniel Keller works with the firm’s tax services team. He focuses on performing and analyzing complex tax engagements, including preparing consolidated and multi-state tax returns for individuals, partnerships, nonprofits, trusts and corporations. Daniel is also experienced in income, gift and estate tax planning for high-net-worth individuals and their families, along with the preparing and maintaining of personal financial statements.
What Clients Can Expect
Clients should expect Daniel to have a comprehensive understanding of their tax and financial situations. By understanding the complete picture, Daniel is able to provide clients with timely and accurate current tax engagements and plan ahead multiple years for optimal tax savings.
Trustworthiness, client confidentiality and timely responses are the cornerstones to Daniel’s customer service. He believes combining those attributes with accurate and knowledgeable tax services is the key to a great client-CPA relationship.
Outside the Office
Born and raised in northwestern Pennsylvania, Daniel and his wife enjoy juggling a city and country lifestyle. When they are not away enjoying the outdoors and wildlife, Daniel and his wife can be found frequently walking Pittsburgh’s Strip District near their home. Daniel says if he had not chosen a career in accounting, he might have pursued a career in wildlife biology or forestry.
The hardest thing in the world to understand is the income tax. – Albert Einstein
- Prepared tax engagements for clients with over $100 Million in assets and $50 million in annual income.
- Fought hundreds of thousands of dollars of penalties, fees and interest imposed by the IRS, state and local tax authorities.
- Amended returns prepared by other tax professionals that contained errors.
Edinboro University of Pennsylvania, Accounting and Financial Services