Daniel G. Falk, CPA

Daniel G. Falk, CPA

After starting his own firm, Daniel G. Falk & Associates, PC, in 1978, Daniel combined his practice, with Deleon & Stang in January 2009.  Daniel’s specialties are in corporate and individual tax issues, as well as financial and accounting services for both businesses and individuals.

Prior to forming Daniel G. Falk & Associates, PC, Daniel’s background includes 16 years in various financial positions, including CFO, working for several privately owned corporations and two publicly traded corporations.  His private industry experience includes manufacturing, government contracting, construction job costing, proprietary schools, rental property, franchising and insurance companies.  In addition, he has worked with National Associations and National Accrediting Commissions.

Daniel also provides management of assets and advice on investments, annuities and insurance through the affiliation with DGF Investment Advisors, Inc. and Secured Financial Services, Inc.

Designations

  • Certified Public Accountant

Memberships

  • American Institute of Certified Public Accountants (AICPA)
  • Maryland Association of Certified Public Accountants (MACPA)
  • Maryland Society of Accountants

Education

  • George Washington University—MCS and BCS, Accounting

Specialty Experience

Tax Services
Businesses

Daniel’s current and previous roles have given him the necessary experience to assist his clients with a broad range of technical and strategic issues.  His knowledge and skills have helped numerous clients experience significant tax savings over the years.  Daniel’s capabilities include:

  • Working with many businesses with respect to accounting and tax matters, as well as business process management
Individuals

Daniel also provides innovative tax and financial planning alternatives that help clients keep more of what they make.  His capabilities include:

  • Working with multiple individual clients with respect to tax planning and preparation, investment planning and financial planning
Consulting

Daniel’s reputation for offering outstanding business consulting services comes from decades of experience.  He focuses on understanding his clients’ business values, industry dynamics, organizational culture and strategic goals to offer clients a big picture approach.  Daniel’s capabilities include:

  • Consulting with business clients with respect to strategic planning, valuation, business processes and general operational improvement
  • Consultation in all areas of financial and accounting services such as design and set up of accounting systems, budget and forecasting, financial statement design and analysis, and employee benefit plans