Dan Vazquez
Greer,SC
Summary
A tax and advisory executive with over a decade of experience in tax strategy, financial reporting, and advisory services for high-net-worth individuals and business owners. A proven leader in scaling advisory practices, optimizing cash flow, managing risk, and driving financial efficiency through technology-driven solutions. With a strong background in firm ownership and leadership, I am committed to developing teams, executing strategic visions, and streamlining operations to maximize impact and growth.
Overview
15
15
years of professional experience
1
1
Certification
Work History
Tax & Advisory Manager
Blumer & Associates, CPAs, PC
09.2023 - Current
- Led financial strategy and advisory for high-net-worth clients & businesses, optimizing tax efficiency and growth
- Managed and mentored a team of CPAs, fostering a high-performance culture
- Developed innovative financial reporting frameworks, aligning with business and personal wealth objectives
- Spearheaded technology adoption, utilizing AI-driven platforms for enhanced financial insights
- Oversaw team of 5 CPA tax preparers handling over 200 submissions per year.
- Identified impactful regulations and incorporated changes to comply with new requirements.
- Researched and analyzed tax developments and applications to specific business situations.
Founder & Principal
Lead Accounting Solutions, Inc.
01.2014 - 09.2023
- Scaled a financial advisory firm, managing $10M+ in client assets with customized tax strategies
- Provided expert tax planning and risk management for high-net-worth entrepreneurs
- Initiated strategy to drive company growth and increase market share and profitability.
- Prepared accurate financial statements at end of quarter to summarize financial health and business performance.
Business Accountant
Martin Accounting Services, Inc.
01.2013 - 08.2015
- Guided corporate financial health, ensuring compliance and optimal tax positioning
- Assisted in cash flow forecasting, risk mitigation, and financial regulatory compliance
Accountant
Lincoln Energy Solutions
08.2010 - 01.2013
- Managed financial reporting and analysis, optimizing cash flow strategies within the energy sector
Education
Bachelor's Degree - Accounting
Bob Jones University
01.2010
Skills
- Executive Team Leadership
- Tax Optimization & Advisory
- Tax Research
- Performance Metrics Analysis
- Financial Modeling & Scenario Planning
- Regulatory Compliance & Reporting
Executive Impact
- Founded and led a high-performing financial advisory firm, specializing in high-net-worth client solutions.
- Generated millions in tax savings through strategic advisory and forward-thinking financial planning.
- Integrated advanced technology, transforming traditional advisory services into data-driven financial solutions.
- Mentored and cultivated CPA teams, ensuring consistent excellence in performance and client service.
Certification
- Enrolled Agent (EA) - Internal Revenue Service
Timeline
Tax & Advisory Manager
Blumer & Associates, CPAs, PC
09.2023 - Current
Founder & Principal
Lead Accounting Solutions, Inc.
01.2014 - 09.2023
Business Accountant
Martin Accounting Services, Inc.
01.2013 - 08.2015
Accountant
Lincoln Energy Solutions
08.2010 - 01.2013
- Enrolled Agent (EA) - Internal Revenue Service
Bachelor's Degree - Accounting
Bob Jones University
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