Daniel Lightner Email & Phone Number

Brookfield, Wi

Vogel Consulting is a multi-family office that specializes in tax and estate planning, business consulting and investment advisory services for high-net-worth families.• Prepared personal financial statements for high-net-worth families on a monthly basis.• Reconciled complex accounting entries within accounting system to original documentation.• Completed estate planning utilizing financial models and cash flow projections for high-net-worth families on a monthly basis.• Prepared Federal and State corporate income tax returns, extensions, and estimates.• Filed numerous tax forms including 1040, 1065 and 1041 forms.• Prepared and coordinated the planning of various materials for monthly family meetings.• Reviewed and reconciled numerous financial statements for businesses owned by clients.

Menomonee Falls, Wi

• Completed monthly audits of internal processes and company wide transactions to ensure proper compliance and controls were maintained.• Prepared timely and accurate financial statements for multiple clients nationwide in demanding environment while ensuring GAAP compliance.• Reconciled payroll processes and reporting on a quarterly basis to ensure proper taxes withheld.• Completed and filed W-2 forms along with various quarterly and annual tax forms. • Frequently communicated directly with numerous clients and resolved issues and inquiries related to payroll reports, financial statements, tax filings, and ad-hoc requests.

Manitowoc, Wi

• Prepared individual, partnership, and corporate tax returns ensuring compliance to Internal Revenue Service (IRS) guidelines as well as state and local directives.• Researched and analyzed new tax laws & proposed legislation.• Assisted audit team with setting materiality.• Reviewed financial documents to judge the liquidity, solvency, and credibility of the organization.