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: Accurately Gauging Employee Credit Card Usage.


Big Thinking: Revised Policies To Safeguard Client Funds.

KIM GRIFFITH has more than 30 years of accounting experience and specializes in providing audit, tax and business consulting services to not-for-profit and governmental clients. She joined Schneider Downs in 2016 and provides clients with a range of services including budgeting, account systems, reviews of policies and procedures and strategic planning.
One of Kim’s clients operates multiple community-living homes and was struggling to determine if employees were using their company credit cards appropriately. Through audit procedures, they were able to uncover questionable transitions and change the credit card usage policies. “We were able to identify a new purchasing card provider for our client and assess the data that they could utilize under this new system,” said Kim. “That way, they can more effectively monitor the transactions through automated reporting which safeguards the client’s funds.” 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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