Business Details
45 Years
experience
Certified Public Accountants in Dedham, MA
Founded in 1981, Dennis Daniel has established itself as a trusted certified public accounting firm serving clients across New England. Our team of six partners and one principal brings over 100 years of combined experience, specializing in audit, tax, accounting, and consulting services tailored to real estate, affordable housing, charter schools, and nonprofit organizations. We prioritize organic growth, maintaining our unique culture while delivering high-quality services that meet evolving industry standards. Our expertise extends to Massachusetts Uniform Financial Reports, Single Audits under Uniform Guidance, and federal compliance requirements for governmental entities.We emphasize personalized service, professional development for staff, and fostering long-term client relationships. Our commitment to excellence is reflected in our membership with the AICPA Governmental Audit Quality Center and adherence to rigorous peer review processes. We serve clients throughout New England, including Boston and Massachusetts, with a focus on niche markets requiring specialized accounting solutions.
Services
Audit and Assurance
Agreed Upon Procedures
Management Advisory
Massachusetts UFR
Single Audit
Tax Planning
Training and Development
Details
- Year established: 1981
Highlights and features
- We have over 40 years of specialized experience in niche accounting sectors.
- Our team includes six partners with 100+ combined years of industry expertise.
- We maintain membership in the AICPA Governmental Audit Quality Center.
- We provide tailored solutions for complex nonprofit and governmental compliance needs.
- Our organic growth ensures consistent service quality and cultural integrity.
Associations and certifications
- AICPA Governmental Audit Quality Center
Services
Audit and Assurance
Our audit services provide comprehensive evaluations of financial systems and internal controls. We specialize in risk assessment and customized audit procedures for real estate, charter schools, and nonprofit organizations. Our team ensures compliance with regulatory standards while delivering actionable insights to improve operational efficiency and financial reporting accuracy.
Tax Planning
We develop year-round tax strategies to minimize liabilities and maximize savings. Our experts stay current with evolving tax laws to provide compliance solutions for individuals, corporations, and nonprofit organizations. Services include entity structure evaluation and state/federal tax credit advisory for optimal financial planning.
Management Advisory
Our advisory services help organizations improve profitability through strategic planning and financial management. We assist with accounting system optimization, budgeting frameworks, and internal control development. Our consultants provide objective feedback to support business growth and operational improvements for nonprofit and real estate clients.
Single Audit
We conduct federally mandated single audits for organizations receiving substantial government funding. Our expertise covers Uniform Guidance requirements and reporting standards for HUD, Health and Human Services, and Department of Education programs. We ensure compliance while streamlining audit processes to minimize client disruption.
Agreed Upon Procedures
This service provides independent assessments of specific financial components or internal controls. We perform procedures tailored to client needs, delivering factual findings without formal opinions. Common applications include grant compliance verification and internal control testing for HUD engagements and bond financing requirements.
People
Kristoffer Lane
Managing Partner
With over 30 years of experience, Kristoffer leads audits for charter schools, nonprofits, and real estate entities. His expertise includes state and federal compliance for educational and governmental organizations.
Kenneth Lund
Partner
A 35-year industry veteran, Kenneth specializes in affordable housing and nonprofit audits. He provides comprehensive accounting solutions for organizations navigating complex regulatory requirements in real estate sectors.
Michael Driscoll
Partner
Michael focuses on nonprofit organizations and tax credit investment funds. His 20+ years of experience include financial audits and compliance reviews for residential and commercial real estate entities.
Colleen D'Alfonso
Partner
Colleen specializes in charter school audits and consulting services. Her expertise covers financial reporting standards and compliance requirements specific to educational and nonprofit organizations.
Eric Mahoney
Partner
Eric brings 15+ years of experience in nonprofit and affordable housing audits. He specializes in Uniform Guidance compliance and Massachusetts UFR filings for organizations with federal funding requirements.
Questions
What industries do you specialize in?
We specialize in accounting services for real estate, affordable housing, charter schools, nonprofit organizations, and governmental entities across New England.
How long have you been in business?
Our firm has provided accounting expertise since 1981, with partners maintaining over 100 combined years of industry experience.
Do you handle federal compliance audits?
Yes, we conduct Single Audits under Uniform Guidance for organizations receiving federal funding, including HUD and Department of Education programs.
What tax services do you offer?
We provide comprehensive tax planning and preparation for individuals, corporations, partnerships, and nonprofit organizations with federal and state compliance expertise.
How do you support nonprofit clients?
We offer specialized audit, tax credit advisory, and compliance services tailored to nonprofit organizations' unique regulatory requirements and reporting standards.
Where are you located?
Our main office serves clients from Dedham, Massachusetts, with expertise covering the entire New England region.
