Dan Larson, CPA, CFP®

Vice President at Wealthquest
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Contact Information
us****@****om
(386) 825-5501
Location
Cincinnati, Ohio, United States, US

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Credentials

  • Certified Financial Planner
    CFP Board
  • Certified Public Accountant
    Accountancy Board Of Ohio

Experience

  • Wealthquest
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Vice President
      • Jan 2022 - Present

    • Director of Tax Planning
      • Oct 2011 - Present

      Oversee individual income tax planning and preparation services for our growing base of wealth management clients. Manage a qualified & motivated team to deliver excellent client service and incorporate proactive tax planning in a trusted advisor role.

  • PwC
    • Professional Services
    • 700 & Above Employee
    • Tax Manager
      • Aug 2005 - Sep 2011

      International Assignment Services Individual income tax compliance and consulting services for U.S. expatriates and foreign nationals: pre-assignment consultations, payroll and shadow payroll guidance, global income tax compliance, tax equalization and tax protection calculations. International Assignment Services Individual income tax compliance and consulting services for U.S. expatriates and foreign nationals: pre-assignment consultations, payroll and shadow payroll guidance, global income tax compliance, tax equalization and tax protection calculations.

Education

  • Miami University
    Bachelor of Science, Accounting
    2001 - 2005

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