DANIEL P. PHILLIPS CPA

Dan has more than 25 years of experience in all areas of domestic and international tax planning for both privately held and publicly owned businesses.

Dan provides services to firm clients that include the development and communication of tax strategies to management and international tax planning and compliance, incorporating structuring for outbound and inbound transactions. He serves many clients owned by private equity firms and has advised in all types of mergers and acquisitions, including due diligence and acquisition structuring, in a variety of industries.

Dan’s industry expertise includes transportation/logistics, manufacturing, professional services, real estate and construction. He is actively involved with the firm’s Transportation and Logistics Industry Group.

Professional and Community Involvement

Member—American and Pennsylvania Institutes of Certified Public
Accountants

Member—Pennsylvania Motor Truck Association

Member—Schneider Downs Transportation and Logistics Industry Group

Member—March of Dimes Western PA Market Board

Member—Leadership Pittsburgh XXV

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Do you have a hobby or personal passion?
I love hockey.

What was the best advice you’ve ever received?
When dealing with others, place yourself in their shoes to gain perspective

What was your childhood dream?
To be an inventor

People would be surprised to know that I…….

have been skydiving

What is the best or most interesting thing about your career?
The planning and problem solving that we do every day.

What was your first job?
Hills Department Store – putting price tags on clothes

Do you have a “motto?”
Always be positive. Always be optimistic.

Do you have advice for young professionals?
When it comes to your career – focus on the long term and the big picture.

Our Thoughts On

FEATURED

Big Problem: Company Impacted By Ransomware.


Big Thinking: Restore System On-site And Avoid Six-figure Ransom.

TREVOR WARREN joined Schneider Downs in 2001 and has more than 20 years of experience in public accounting. He mainly focuses on audit, review, and compilation engagements, and services a diversified number of industries from automotive to nonprofit.
One of Trevor’s clients fell victim to ransomware. Their system was locked down and the ransom was in the mid six-figures. The company had cyber insurance and was referred to a few firms that were more focused on negotiating the ransom instead of assisting in restoring the system. That’s when Trevor received a call from the company’s CFO. “I was able to immediately get the CFO in touch with our cyber team, who were on-site and working with their Director of Information Technology quickly,” said Trevor. “We were able to successfully restore the client’s system and remove any threat of ransomware. Plus, the client did not have to pay any of the ransom and most of our fees were covered through their cyber insurance.” Schneider Downs provides Big Thinking and Personal Focus in delivering a variety of services for large and small businesses, both publicly and privately held, as well as nonprofit organizations, government entities and more. Through our commitment to thought leadership and knowledge management, we deliver the solutions our clients need with a personal commitment to service.

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