Manager – Tax
drjozwiak@lallycpas.com
412-348-8173
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Areas of Specialization
- Tax planning and compliance for high-net-worth individuals
- Tax planning and compliance for S-Corporations, Partnerships, and LLCs
- State tax compliance and nexus analysis for multi-state business entities
- Tax research and analysis for non-recurring, unique tax matters
- Client representation before the IRS and state taxing authorities
Experience
Dan is a seasoned tax professional who brings over 12 years of public accounting experience, much of which was spent working for a large regional accounting firm in Pittsburgh, PA. His background includes tax planning and compliance for trusts and estates, high net worth individuals, and closely held business entities. Dan’s business entity compliance experience encompasses a variety of industry sectors, but he has primarily practiced in the manufacturing, professional services, and real estate industry sectors. Dan has a passion for tax research and takes pride in assisting clients with respect to their unique tax situations and needs. He is focused on the client experience and is committed to being a trusted advisor in an ever-changing tax compliance landscape.
Professional and Community Affiliations
- Pennsylvania Institute of Certified Public Accountants (2014 – Present)
- American Institute of Certified Public Accountants (2014 – Present)
Education and Certifications
- University of Pittsburgh – Bachelor of Science in Business Administration (2011)
- University of Pittsburgh – Joseph M. Katz Graduate School of Business – Master of Science in Accounting (2012)