Daniel Duffield

With over 25 years in accounting and tax, Dan Duffield brings a diverse background spanning corporate accounting, public accounting, and education. He began his career in 1990 as a General Ledger Staff Accountant, later advancing through roles in tax from Staff to Senior Tax Manager before becoming a Principal.

Dan also spent time as an accounting and personal finance educator, honing his ability to simplify complex financial concepts—a skill that enhances his client relationships today. He specializes in tax compliance and planning for high-net-worth individuals, pass-through entities, partnerships, and S corporations, with expertise in federal and state taxation.

Known for his client-focused approach, Dan Duffield delivers strategic tax solutions tailored to each client’s needs.