Dan O’Connor, principal with Baker Tilly has been with the firm since 2016. He specializes in serving commercial services industry clients and has more than 25 years of tax compliance and consulting experience with a focus on federal taxation. Dan gained most of his experience with a Big Four firm before joining Baker Tilly.
- Specializes in both C corporation and pass-through entity tax return engagements
- Oversees compliance and consulting related process related to multi-state and international income taxes
- Leads tax planning sessions for individual clients
- Represents clients before Internal Revenue Service and state taxing authorities in audit defense
- Works with both private and public entities on ASC740
- Performs tax planning related to business acquisitions and/or divestitures
- Identifies and implements tax planning strategies such as accounting method changes, meals and entertainment, research and development credit, estimated tax payment planning and shareholder/principal level tax planning
- Supports the creation of tax cash flow forecasts
- American Institute of Certified Public Accountants (AICPA)
- Wisconsin Institute of Certified Public Accountants (WICPA)