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Daniel Sogolow

Daniel I. Sogolow, CPA, MST

Tax Manager


Dan has been a trusted tax advisor to businesses and high net worth individuals for over a decade. He has experience in business, accounting, auditing, and tax, in both the public and private sectors. Dan has worked in the multinational corporate arena, as well as for one of the nation’s largest accounting firms, serving domestic and international clients. Throughout his career, he has been successful in leveraging effective and inventive solutions for clients in complex and diverse situations.

In addition to his experience in the accounting profession, Dan has a background in real estate and investing. Dan’s multifaceted knowledge base enables him to add insight and identify opportunities for his clients. With specialization in tax compliance, business consulting, and controversy resolution, Dan assists multiple entity types and individuals with federal tax, SALT, due diligence, M&A, tax planning, and advisory services.

Dan is passionate about doing his utmost for every client by utilizing a holistic perspective, rigorous attention to detail, and creativity. He takes pride in offering the high level of service and expertise associated with large firms, with a greater degree of personal attention, to every client.

“I am committed to serving my clients with a forward-thinking approach that will add value and exceed expectations.”


  • Bentley University, MST
  • University of Central Florida, BSBA


  • Certified Public Accountant (CPA)

Professional Affiliations

  • American Institute of Certified Public Accountants (AICPA), Member
  • Massachusetts Society of Certified Public Accountants (MSCPA), Member of the Taxation Committee
  • National Tax Association (NTA), Member
  • Nexia International

Community Involvement

  • American Red Cross
  • Blood and Platelet Donor
  • Habitat for Humanity International
  • Volunteer
  • Make-A-Wish Foundation
  • Supporter
  • The Humane Society of the United States
  • Supporter
  • A Gift for Teaching
  • Fundraising Coordinator (past)