Dan Geary, Tax Supervisor at the Wayne office, brings 14 years of experience in public accounting. Initially, he worked across tax, bookkeeping, and A&A, handling tasks such as reviewing client books and preparing various tax returns. Focusing solely on tax for the past five years, Dan demonstrates a commitment to continuous professional growth.

A magna cum laude graduate of Gwynedd Mercy College (now University), Dan was recognized as an Academic All American and received the Senior Scholar Athlete award for his exceptional athletic achievements and high GPA.

His proficiency in technology, coupled with a passion for learning, allows him to navigate the ever-evolving tax landscape effectively. Dan excels in time management, crucial for maintaining work-life balance during busy seasons while supporting staff development and client communication.

Outside of work, Dan prioritizes staying active, enjoying running, soccer, and golf, alongside spending quality time with his wife and three children.

Key Areas of Expertise:

• Small business taxation - partnerships and S Corps
• Personal, gift, and trust taxes for high net wealth individuals