Dan Roberts, CPA, CA, CPA (Illinois)
Partner, Family office & Tax
Areas of Experience
- Tax Advisory
- Cross Border / International
- U.S. Tax
- Family Office
Biography
Dan Roberts re-joined Wolrige Mahon LLP in October 2013 as a Principal in the Tax Group. He was admitted as Partner on January 1, 2016. With the rest of his firm, he became a partner in the newly merged Baker Tilly WM LLP firm in August 2018. Dan specializes in providing cross-border tax planning and tax compliance service to both individuals and businesses doing business in Canada and the U.S.
Dan obtained his Chartered Professional Accountant designation in 2003, and his CPA (Illinois) designation in 2009. He holds a Bachelor of Commerce degree from the University of British Columbia.
