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Dan T. Wimberg, CPA
Tax Manager
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Specialties
- Tax Planning and Compliance
- Year-End Tax Planning
- Not-for-Profits
- Individual And Corporate Tax
- Banking
Professional Profile
Dan is a tax manager at Anders, working with high net-worth individuals and privately-held businesses on tax planning and compliance. He has years of experience advising not-for-profits on year-end tax planning and compliance matters. Dan has also worked with businesses in a variety of industries, giving organized and timely client tax planning advice. He enjoys having the opportunity to develop relationships with a wide variety of clients and continuing to learn what will make their businesses succeed in the future.
Joined the firm in 2021
Education & Certifications
- Certified Public Accountant (CPA), State of Missouri
- Certified Public Accountant (CPA), State of Ohio
- B.S.B.A., Accountant, Xavier University, Cincinnati, OH
Professional Organizations
- American Institute of Certified Public Accountants (AICPA)
- Missouri Society of Certified Public Accountants (MOCPA)
- Ohio Society of Certified Public Accountants (OSCPA)
