
Daniel R. Whit
Trusted US CPA for Valuations, Tax, and Financial Clarity
Habilidades

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Experiência profissional
Senior Financial Analyst & Tax Associate
Whitmore & Keller Advisory Group, LLC • Autônomo
May 2018 - Dec 2025 • 7 yrs 7 mos
Provided valuation, tax preparation, and financial advisory services for small businesses, startups, and real estate clients. Led business valuations, DCF models, and financial statement reviews while supporting federal and state tax filings, compliance, and audit-ready documentation.
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schollf

Alemanha
Daniel was very professional and thorough. He asked the right clarifying questions upfront and provided a clear, well-reasoned explanation of my tax situation – particularly around the ECI/1040-NR question. Communication was smooth and he was responsive throughout. Highly recommend.
