Dan Newman, CPA

Dan Newman, CPA

P 312.670.7444 | F 312.670.8301

Dan has been with the firm for eight 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 full-time where he performed audits, reviews and compilations for clients in both not-for-profit and for-profit industries. Dan remained in the A&A area until he transitioned to ORBA’s tax department in July 2016. His efforts are now directed towards tax compliance and strategic planning to maximize beneficial outcomes for his clients. Dan works on individuals, partnerships, closely-held corporations and trusts/estates. He is proficient in several industries including manufacturing, real estate, service businesses and high net worth individual wealth management.

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Media Mentions

02.19.18

Various Media

Guides

ORBA will gladly provide you with hard copies of the useful guides listed below. Select which guides you would like to receive and submit the form below.

  • Tax Pocket Guide
  • Tax Planning Guide
  • Records Retention Schedule
  • Auto, Travel & Business Log

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