DanIEL Kovarik, CPA, Managing Partner
With 35 years of experience providing tax accounting services to high net worth families and closely held businesses, Dan provides clients with proactive tax planning and timely service. His practice includes complex engagements with some of the area’s wealthiest clients. He works closely with his client’s investment advisors, estate attorneys, and other professionals to provide a coordinated wealth management process. Services include proactive tax planning, and income tax preparation for individuals, corporations, partnerships, foundations, trusts, and estates.