Dan Beyer
CPA, CEPA

DIRECTOR OF TAX & ACCOUNTING

Currently living in: Rochester, New York
Hometown: Long Beach, New York

Dan joined BKFi in January 2022. He is a Certified Public Accountant (CPA) and a Certified Exit Planning Advisor (CEPA) who graduated from college with a Bachelor of Science in both Accounting and Finance. He enjoys working with clients to help them understand the taxation of their equity compensation, as well as being a trusted advisor to those with closely held businesses.

I'm a big sports fan, especially when it comes to the Green Bay Packers in the NFL and the San Antonio Spurs in the NBA. You'll often find me on the court playing racquetball and basketball. When I'm not active, I'm likely indulging in a garbage plate or planning my next adventure as an avid traveler.

The best piece of financial advice I’ve ever received is…

“Buy high, sell low.”