Dan Stevens

Dan Stevens Email and Phone Number

Business Owner @ DSU Consulting
New York, NY, US
Dan Stevens's Location
New York City Metropolitan Area, United States
About Dan Stevens

At DSU Consulting LLC, we are a well-established and highly regarded firm in the Tax Incentive sector. Our core focus is on developing tailored strategic partnerships enabling businesses to leverage the available tax benefits fully. Our commitment to understanding each client's unique needs and long-term objectives sets us apart. Our dedicated professionals, who have extensive knowledge of tax regulations and industry trends, work closely with clients to create personalized solutions that align with each client's specific needs and long-term objectives.I have encountered numerous challenging situations, and as a result, I have developed a highly discerning approach to selecting individuals I trust with my financial affairs. The significance of identifying reliable professionals to handle my finances cannot be emphasized enough. Trust holds immense importance for me. I aim to ensure you feel empowered and knowledgeable when making financial decisions. At DSU Consulting LLC, we are dedicated to providing you with comprehensive support and tax-incentivized insights, ensuring you have all the information you need to make informed decisions.

Dan Stevens's Current Company Details
DSU Consulting

Dsu Consulting

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Business Owner
New York, NY, US
Dan Stevens Work Experience Details
  • Dsu Consulting
    Business Owner
    Dsu Consulting
    New York, Ny, Us
  • Dsu Consulting Llc
    Business Owner
    Dsu Consulting Llc Jan 2024 - Present
    United States
    All your Tax needs in the United States
  • Dsu Consulting Llc
    Chief Executive Officer
    Dsu Consulting Llc Jan 2024 - Present
    New York, United States
    My name is Dan Stevens, the CEO/Founder of DSU Consulting LLC, a highly regarded firm specializing in the tax incentive sector. In my role, I focus on developing tailored strategic partnerships that enable businesses to fully leverage the tax benefits available, specifically the Attentive Preventive and Supplemental Care Management Program. My unwavering commitment to understanding each client's unique needs and long-term objectives sets us apart, providing reassurance and confidence. I am a dedicated professional who works closely with clients, drawing on extensive knowledge of tax regulations and industry trends to create personalized solutions meticulously aligned with each client's specific needs and long-term objectives.I have encountered numerous challenging situations, and as a result, I have developed a highly discerning approach to selecting individuals he trusts with my financial affairs. The significance of identifying reliable professionals to handle my finances cannot be emphasized enough. Trust holds immense importance for me. I aim to ensure you feel empowered and knowledgeable when making financial decisions. I am dedicated to providing comprehensive support and tax-incentivized insights, ensuring you have all the information you need to make informed decisions.
  • Innovative Capital Services
    Chief Relations Officer
    Innovative Capital Services Jan 2024 - Apr 2024
    695 Merrick Ave Westbury Ny 11590
    Educating people about the new fantastic program we are servicing, the Preventative Care Management Program.Not only does it save the employer a little more than $650 per full-time W-2 employee per year in FICA tax savings, but it also complements their Major Medical health care plan with a plethora of 19 Preventative wellness benefits all with NO COPAYS and supplemental benefits, such as Life insurance up to 150 K, no health checks required, Short-Term Disability, Accident Coverage, and Critical Illness, all at zero out-of-pocket costs due to the total gross tax savings we have generated back to your company by lowering the FICA taxes that would usually get paid back to Uncle Sam anyways.
  • Meadowbrook Financial Mortgage Bankers Corp.
    Mortgage Loan Originator/Reverse Mortgage Specialist
    Meadowbrook Financial Mortgage Bankers Corp. Feb 2020 - Mar 2024
    Westbury, New York, United States
    With the passion I have for this industry I have been successfully helping people find the best mortgage financing solutions for over 15 years. I specialize in Reverse mortgages; a financial product for homeowners 62 or older who have accumulated home equity and want to use this to supplement retirement income. I am also very well versed in FHA, conventional, VA, and non-traditional loans as well. Working together with my dedicated team of processors and underwriters, we are able to keep the loan process smooth and quick. Should any question arise, I am right there to jump in and assist.
  • Allied Capital Services
    Erc Specialist
    Allied Capital Services Aug 2023 - Jan 2024
    90 Merrick Ave East Meadow Ny 11554
    Educating business owners about the Employee Retention Credit that they would qualify for keeping employees during COVID 2020-2021
  • Aflac
    Voluntary Benefits Consultant
    Aflac Dec 2016 - Jan 2020
    Garden City, New York, United States
    Educating People how AFLAC can help provide a Cash financial safety net for you and/or your family in the event of unexpected Illnesses and/or Injuries.
  • Residential Reverse Mortgage Company
    Mortgage Loan Originator
    Residential Reverse Mortgage Company Mar 2008 - Dec 2014
    Educating Home Owners 62 and older about the Federally Insured Reverse Mortgage Programs as well as helping them to make one of the biggest decisions they will make in their lifetime.
  • Resource One Mortgage
    Mortgage Loan Originator/Team Manager
    Resource One Mortgage Jan 2008 - Mar 2008
    Price out and get deals approved for the Loan officers on my team as well as my own deals. Help Loan Officers on my team keep their clients comfortable throughout the process.
  • United Mortgage Inc
    Loan Officer/Team Manager
    United Mortgage Inc Aug 2007 - Jan 2008
    Price out and get deals approved for the Loan officers on my team as well as my own deals. Help Loan Officers on my team keep their clients comfortable throughout the process.
  • East Coast Equity Funding Corp.
    Loan Officer/Team Manager
    East Coast Equity Funding Corp. Feb 2007 - Aug 2007
    Price out and get deals approved for the Loan officers on my team as well as my own deals. Help Loan Officers on my team keep their clients comfortable throughout the process.
  • Equity Funding Corp
    Mortgage Loan Originator/Team Manager
    Equity Funding Corp Feb 2001 - Aug 2005
    Price out and get deals approved for the Loan officers on my team as well as my own deals. Help Loan Officers on my team keep their clients comfortable throughout the process.

Dan Stevens Education Details

Frequently Asked Questions about Dan Stevens

What company does Dan Stevens work for?

Dan Stevens works for Dsu Consulting

What is Dan Stevens's role at the current company?

Dan Stevens's current role is Business Owner.

What schools did Dan Stevens attend?

Dan Stevens attended New York Institute Of Technology, New York Institute Of Technology.

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