Partners and Associates

Partners and Associates

A hybrid team of accountants, advisors, and consultants whose collective experience and diverse backgrounds ignite ideas, reconfigure approaches, and recommend strategies and innovative solutions for our clients.

Dan Szidon
Milwaukee (Headquarters)

10000 Innovation Dr.
Milwaukee, WI
53226

Tel: 414.431.9328
Email: dszidon@wipfli.com

Services

Audit and Accounting

Areas of Expertise

  • Financial reporting and disclosure
  • SEC accounting and reporting
  • Inventory accounting and management
  • Product pricing and costing analysis
  • Implementation and maintenance of LIFO inventories
  • Streamlining of financial reporting
  • Performance management services
  • Business acquisitions and sales
  • Assistance in developing and implementing strategic business plans
  • Employee benefit plan audits

Industries

Manufacturing and Distribution
Construction and Real Estate

Education

Marquette University, Milwaukee>
  • Bachelor of science degree in accounting
Continuing education coursework
  • SEC Auditing and Reporting, Advanced Auditing of Employee Benefit Plans, Asset Fraud Investigations, Business Valuations, ISO 9000, and participation in the AICPA’s National Accounting and Auditing Advanced Technical Symposium

Daniel T. Szidon, CPA

Audit and Accounting Practice Leader

Dan Szidon is the partner in charge of the firm’s audit and accounting practice. He prides himself on accurately evaluating critical client issues, determining their needs and resources, and formulating sound, commonsense business solutions. Through extensive experience, continuing education, and advanced certifications, Dan is able to provide state-of-the-art services to closely held businesses and their owners.

Dan is a certified public accountant who has focused his practice on providing financial and consulting services. He has over 20 years of professional experience in audit and accounting services as well as consulting on various business issues.  Dan is involved with businesses of all sizes, from the closely held to large publicly traded companies. He takes pride in striving to understand his clients’ businesses to the highest degree possible through frequent contact and involvement.

Certifications
  • Certified Public Accountant
Professional Memberships and Activities
  • American Institute of Certified Public Accountants (AICPA) - Member
  • Wisconsin Institute of Certified Public Accountants (WICPA) - Member
  • Frequent speaker for business and professional organizations
  • PFK Audit and Accounting Committee - Member