Daniel Ladd, CPA, MST, CFP®

Daniel Ladd is a founding member of our tax group and has experience providing tax planning, compliance and consulting services to closely held businesses and their owners, including C- and S-Corporations, LLCs and partnerships in a variety of commercial and professional services companies. He has extensive experience in state and federal taxation planning and compliance. Clients from the software, cannabis, high-tech, construction and real estate industries have sought Dan’s assistance over the years.