Partner

Dan Jones, CPA

Tax
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Bio

Meet Dan

Dan is a Tax Partner with Armanino, where he began his career in 1987.  He has more than 15 years of tax experience and holds the Certified Public Accountant designation. Dan’s clients appreciate his ability to understand complicated issues and identify the best strategy in planning to take advantage of the tax benefits. Dan is the "thinker" behind the numbers, taking into consideration clients’ short-term and long-term goals. Dan graduated from the University of California, Santa Barbara.

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Experience

Professional History

Experience

  • Armanino LLP

Associations

  • American Institute of Certified Public Accountants
  • California Society of Certified Public Accountants

Education

  • University of California, Santa Barbara

Q&A

Q. What is it about accounting and consulting that first drew your interest?
It always appealed to me that accountants were very much at the helm when it came to running a company. You get to delve into many different aspects of a given business rather than concentrating on a single area. I liked variety then, and still do today.
Q. Describe your most memorable Armanino moment.
My very first day on the job. I was brand new to accounting in the real world and I was helping Steve Love with a client audit. Joe Moore came in and gave us a 30-minute talk, then left for the day and we had to fend for ourselves.
Q. What can we learn from the past in our profession?
Everything repeats itself, it's only a matter of time.
Q. Tell us about one of your favorite clients and why you enjoy working with them.
I have a younger client who is ambitious and very good at going out and making things happen. He is a deal maker with lots of energy. It's fun to work with people like that.
Q. What's it like working for a firm that has been around for so long?
It's a pleasure. We hire good people who are great to work with. It makes you happy to come to work every day.
Q. Who is/was the most influential person in your career?
My father. He is a steadfast individual who doesn't get too excited or upset. He is always positive, very wise, and very logical. Were it not for his influence, I wouldn't be where I am today.
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Industries Served
Dan's Thought Leadership
MSO Receives Major Tax Refund
Case Study
A healthcare company struggled to write off self-pay bad debt until switching its deduction method.

April 14, 2021
Don’t Overlook This Trap in Deducting Accrued Bonuses for Tax
Article
Healthcare organizations that pay accrued bonuses must meet these conditions for deductibility.

March 29, 2021
Blog articles
Article
The IRS has extended the deadline for employers subject to the ACA's information reporting requirements to meet their o...