Shareholder | Tax Services
Danny has in-charge responsibilities for the tax services group. In addition to tax compliance work, his practice frequently involves tax planning for the purchase/sale of partnerships and corporations; business organization and reorganization planning; purchase/sale of business property; real property like-kind exchanges and planning for use of employee stock options. He represents clients before the Internal Revenue Service and state tax authorities. He provides tax return preparation services for a variety of business, individual, partnership, and estate clients.
Education
- Bachelor of Arts – Business Economics, University of California, Santa Barbara
- Associates in Arts Economics – Santa Barbara City College
- Certified Respiratory Therapy Technician, Inactive – Mt. San Antonio College
Certifications
- Certified Public Accountant, licensed in Oregon
- Certified Public Accountant, New Mexico, Inactive
Professional Affiliations
- American Institute of Certified Public Accountants
- Oregon Society of Certified Public Accountants (OSCPA)
- Current member of the OSCPA Strategic Interest Team – Taxation committee
- Past President, Santa Fe Chapter of New Mexico Society of CPAs
- Past Board member of the New Mexico Society of CPAs
- Past member of the Professional Ethics Committee of the New Mexico Society of CPAs