Dan Newman, CPA
Dan has been with the firm for six years. He began his ORBA career as a tax season intern preparing individual, corporate, partnership and trust tax returns. After completing the internship, Dan stayed with the firm for the duration of the year as part of the proofreading department. Dan was responsible for analyzing financial statements and disclosures as part of the quality control review process. In January 2009, he joined the auditing and accounting services team where he performs audits, reviews and compilations for clients in both not-for-profit and for-profit industries. Dan’s for-profit experience includes manufacturing, industrial maintenance and real estate clients. Dan’s not-for-profit work includes charitable organizations, religious schools and charter schools. Dan also continues to prepare tax returns for all types of entities in addition to providing planning guidance through the completion of tax projections.
Dan finds ways to provide value to clients through education and training. By staying on top of industry standards and auditing best practices, Dan is able to provide an efficient, competent and thorough work product for his clients. He is always available to answer questions, review strategies and provide consultation to meet client needs.
Dan enjoys taking a systematic and investigative approach to most of his tasks. While this serves him well in the accountant role, it also applies to his two favorite hobbies, golf and horse racing. Dan tries to make time to get to the golf course and racetrack as often as possible to improve on his skills.
Seminars & Events
- Young Professionals: How to Take Control of Your Financial Future, ORBA, Chicago, IL, June 23, 2016