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

SHARE

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: Inefficient Tax Credit Realization.


Big Thinking: Identified A $900,000 Tax Credit, Nearly Twice As Much As Prior Years.

Joining Schneider Downs in 2004, DOUG MORALLY has more than 14 years of public accounting experience. He serves a variety of clients from not-for-profit, construction, retail, transportation, manufacturing industries and professional services.
One of Doug’s clients, a professional services company, was looking to transition their Research and Development (R&D) study to Schneider Downs to save money and maximize the R&D tax credit. Doug’s team was able to use their expertise to expand the sample of projects reviewed in 2019 and increase the net R&D credit. “This expansion helped identify an R&D tax credit of almost $900,000—almost double what have been identified in previous years,” said Doug. “We were able to help our client save significant money and maximize their R&D tax credit.” 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.

Have a question? Ask us!

We’d love to hear from you. Drop us a note, and we’ll respond to you as quickly as possible.