Daniel Ebert

Daniel focuses his practice on counseling individuals and closely held businesses on the gamut of tax and operational matters they face. Daniel possesses the mentality required to navigate through the milieu of laws and regulations necessary to transform his clients’ plans into reality. Daniel is deeply versed in federal income tax matters and working with pass-through entities, such as partnerships, limited liability companies and S corporations.

In addition, Daniel is enthusiastic about assisting individuals and families to protect and pass on their wealth. Daniel is adept at employing trust vehicles and family-controlled entities to develop elegant and efficient solutions to gift, estate and generation-skipping transfer taxes.

Lastly, Daniel not only assists clients to plan for the future, but also defends them in the here and now when issues with taxing authorities arise. Daniel is a fierce advocate for his clients, striving to secure that they pay no more tax than they are required and to retrieve all refunds to which they are entitled.

Daniel is passionate about the clients he works with and the issues they encounter. Through listening, communicating, and a painstaking attention to detail, Daniel ensures that every client’s matter is addressed comprehensively and completely. Set up a consultation today to see for yourself.