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DANIEL P. PHILLIPS CPA

CONTACT
[email protected]
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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.

Education

B.S. – Accounting, Penn State University

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: Organization Severely Impacted By Covid-19.

Big Thinking: Identify And Claim Over $1.1m In Refundable Credits.

With over 14 years of experience, MATTHEW WERNER is a tax shareholder with expertise in serving public, private, and emerging global organizations. He has worked with domestic and global clients in numerous industries including transportation, manufacturing, technology, and healthcare.
During frequent communication throughout the pandemic, Matthew realized one of his clients was struggling with a significant drop in gross receipts. Matthew and his team continually monitor legislative tax changes and noticed previously excluded organizations that received PPP loans and were now also eligible for employee retention credits. “Once we noticed an area of opportunity related to the Employee Retention Credit, we were able to calculate the credit available while navigating PPP forgiveness to ensure maximizing both programs,” said Matthew. “In the end, we identified and claimed over $1 million in refundable credits and the clients were thrilled.” 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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