Dan Sullivan is a seasoned accounting professional with over 12 years of experience specializing in corporate and individual tax, as well as financial statement preparation, compilation, review, and audit. His diverse skill set allows him to offer comprehensive accounting and advisory services, helping businesses navigate complex financial challenges and achieve their goals. Dan is a CPA currently licensed in Maryland, North Carolina, and South Carolina.

 

Originally from the Maryland/Washington, D.C. area, Dan attended Catholic University, where he earned a Bachelor of Science in Business Administration with a concentration in accounting. While there, he was a dedicated student-athlete, playing four years of collegiate baseball in the NCAA’s Landmark Conference. After graduating in 2012, Dan began his career at a small accounting firm in Bethesda, Maryland. During this time, he simultaneously pursued a Master’s in Accounting and Financial Management at the University of Maryland University College while preparing for the CPA exam. Dan successfully earned his CPA license and master’s degree in August 2016.

 

Later that year, Dan relocated to Summerville, South Carolina, where he managed and helped grow a small CPA firm for seven years. In this role, he gained valuable experience working directly with clients in industries such as construction, real estate, food and beverage, and healthcare, among others. This hands-on experience sharpened his ability to understand the unique challenges and opportunities within different sectors.

 

Currently, Dan is a Partner with Veris and a leader of the tax department. In this role, he provides strategic tax planning and financial guidance to a wide range of clients, combining his expertise in tax and financial statement attestation to deliver insightful solutions that help businesses thrive. He also serves on the board of the South Carolina Association of CPAs, contributing to the advancement of the profession and supporting CPAs statewide.

 

Dan lives in Summerville, South Carolina, with his wife and two children. Outside of work, he enjoys spending time with his family, staying active, and watching sports. Known for his approachable demeanor and strong work ethic, Dan is dedicated to building lasting relationships with clients and empowering them to achieve financial success.