Daniel Hale Email and Phone Number
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Daniel Hale personal email
Daniel Hale phone numbers
The study and practice of tax law along with an understanding of public policy and legislative intent motivates me and helps me solve many interesting and challenging client projects, but the core of my efforts are for people. Simply put, life and work are about people. Helping people, teaching people and protecting people. What can I do to make the client’s life or business better while doing something I enjoy. What is of value depends on the client, but the measurement of value is always to increase, decrease, create or improve upon something. Client service objective: To provide the highest quality professional services in accounting, tax and management consulting to family owned businesses and individuals. Client service goals:To obtain a clear understanding of the facts and to provide an appropriate solution for the client. To provide the solution in an easy to understand format. A perfect technical answer is useless if poorly written or organized.To deliver on time and within budget.To add value or find value in all engagements by asking questions and helping client personnel.Specialties: Core tax services include personal and family business income tax planning (sole proprietors, partnerships, LLCs, corporations, trusts), tax return preparation services including multi-state reporting. Audit representation for federal, state and local agencies.
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PartnerFriedlander Cherwon Capper Llp Aug 2016 - PresentSan Rafael, Ca, Us
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Tax ManagerFriedlander Cherwon Capper Llp Jul 2011 - PresentSan Rafael, Ca, Us*Client management; consulting and income tax planning for business, individual and trusts.*Supervise and mentor professionals for audits, consulting and annual tax return preparation.
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Cpa, Tax ManagerBoerio & Company Cpas 2008 - Jul 2011Certified Public AccountantMS Taxation, Golden Gate UniversityProviding tax services and consulting for individuals, trusts and all business types.•Business formation, business planning and dissolution.•Individual tax liability planning and estimated taxes.•Audit representation – IRS, FTB, EDD, SBE, city and out-of-state sales, excise and income tax issues.•Multi-state tax filing for individuals and businesses.•Accounting services.•Real estate purchase, sale, exchange and foreclosure consulting.
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Cpa, Tax SeniorBoerio & Company, Cpas Sep 2005 - 2008
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Cpa, StaffO’Dowd Franklin Rabanal & Smith Oct 2004 - Jul 2005• Implemented and completed conversion to paperless engagement software.• Preparation income tax returns.
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Cpa, Staff And Senior AccountantGanze & Company Nov 1999 - Sep 2004• Preparation of individual, corporate and not-for profit income tax returns.• Team member for implementation of Pfx Engagement – electronic audit software.• Preparation of financial statements and notes.• Prepare year end accounting for financial statements and income tax returns.• Assist and conduct audits for profit and non-profit entities (A-133).• Assist and instruct staff level accountants.
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Accounting SupervisorBusiness Products Management Feb 1998 - Oct 1999BPM provided printed forms and forms inventory storage allowing clients to obtain volume price points. Consulting on form content and management of forms inventory. • Supervised staff of three to meet financial objectives and goals.• Preparation of financial statements and managerial reports.• Preparation of sales tax and business personal property tax returns.• Team member for conversion to industry specific inventory and accounting program.• Administered employee benefits, insurance, payroll and sales commissions.
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Accounting SupervisorZen Systems, Inc. May 1997 - Jan 1998Zen Systems contracted high-tech, software and hardware specialists.• Created a policy and procedures guide for the accounting personnel. • Implemented controls and procedures for the accounting department.• Supervised and trained accounting staff of four.• Directed the company's transition to a Business Works accounting program.• Reconciled balance sheet accounts and sub-journals to general ledger.• Processed weekly, bi-weekly, semi-monthly and monthly payrolls.
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AccountantEssentiel Elements De La Rue Verte May 1995 - May 1997Essential Elements is a wholesaler of aromatherapy products. On-site blending and packaging.• Prepared internal financial statements and cash flow projections. • Prepared monthly and quarterly sales analysis reports and commission statements.• Reconciled accounts receivable journal and implemented controls. • Increased A/R collections by establishing credit and collection policies.• Recorded cash receipts, receivable adjustments and prepared deposits.• Managed accounts payable, cash accounts and management of credit line.
Daniel Hale Skills
Daniel Hale Education Details
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Golden Gate UniversityTaxation -
University Of San FranciscoBus Admin
Frequently Asked Questions about Daniel Hale
What company does Daniel Hale work for?
Daniel Hale works for Friedlander Cherwon Capper Llp
What is Daniel Hale's role at the current company?
Daniel Hale's current role is Partner at Friedlander Cherwon Capper LLP.
What is Daniel Hale's email address?
Daniel Hale's email address is da****@****bal.net
What is Daniel Hale's direct phone number?
Daniel Hale's direct phone number is +141545*****
What schools did Daniel Hale attend?
Daniel Hale attended Golden Gate University, University Of San Francisco.
What skills is Daniel Hale known for?
Daniel Hale has skills like Tax, General Ledger, Financial Statements, Payroll, Finance, Accounting, Financial Reporting, Mergers And Acquisitions, Quickbooks, Budgets, Gaap, Internal Audit.
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