Dan Schreiber, CPA

Senior Tax Partner

Current Position:

Senior Tax Partner

Experience:

Dan has over 35 years of experience in public accounting. Prior to joining JGD, Dan worked for both regional and local CPA firms, including Anderson Tackman, where he spent 4 years specializing in tax consulting for the real estate, hospitality and construction industries and managing a branch office.

Throughout his career, Dan has worked principally with small and mid-market, pass-through entities and has provided innovative tax planning and other specialized consulting services for nonprofit and privately held companies.

Dan’s understanding of various industries and tax implications enables him to successfully navigate through each phase of the growth of a business. He works with each client throughout every phase of their business development, from establishing a new entity, improving profitability, developing business strategies, and when the time is appropriate, designing an exit strategy that encompasses their objectives.

Education:

  • Bachelor of Science in Business Administration, University of Wisconsin
  • Extensive and ongoing continuing education in various tax and consulting courses
  • Accountants’ Boot Camp participant

Licenses & Affiliations:

  • Certified in California
  • Corporate Directors Forum (CDF) in San Diego
  • American Institute of Certified Public Accountants
  • California Society of Certified Public Accountants
  • San Diego Chapter Management Advisory Services Committee
  • San Diego Chapter Management of an Accounting Practice Committee
  • Certificate of Achievement – Microcomputer Consulting, California Society of Certified Public Accountants
  • Construction Specifications Institute of San Diego – Associate Member
  • Entrepreneur Club
  • Society of Chartered Property and Casualty Underwriters
  • Society of Independent Insurance Agents & Broker’s Association
  • American Management Association