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Daniel Keefer, CPA, CVA

Partner

"Dealerships face a rapidly evolving set of tax and regulatory requirements, and understanding how to leverage timely strategies tactfully is key to delivering results and peace of mind. "

Coupling his understanding of the industry with his tax and audit expertise, Daniel Keefer, CPA, CVA has spent the past 15 years helping auto dealership owners navigate the unique and multifaceted challenges within the automotive industry.

Equipped with industrywide knowledge and a keen sense of the evolving tax and regulatory requirements facing his clients, Dan specializes in providing dealerships and business owners with financial and tax planning and compliance services, while supporting audits and reviews that deliver results to build a strong financial foundation to provide peace of mind during the process.

Dan knows staying abreast of new regulations in a rapidly evolving industry is paramount to his clients’ success; therefore, he frequently shares his research and expertise through Councilor, Buchanan & Mitchell (CBM)’s industry-specific newsletters and articles. His deep-rooted understanding of the industry further helps him assist clients with complex business valuations and trusts and estate planning to maximize their financial futures.

Dan has effectively built relationships and gained the confidence of his long-term clients and partners throughout the firm and industry since starting his accounting career at CBM immediately after graduating college. His tenure at CBM is particularly evident and amplified by his staff mentorship and the accolades of his clients and colleagues.

Inspired by devotion of his family, Dan is the first to admit he spends most of his free time with his wife raising their three young children. Between helping dealerships and chasing around three little ones, Dan still finds time to be an avid sports fan and enjoy live music with his family.

Professional Qualifications and Education

  • Certified Public Accountant (CPA), Maryland
  • Certified Valuation Analyst (CVA)
  • B.S. Accounting, Frostburg State University
  • Completed Upstream Academy’s Emerging Leaders Program

Professional Associations and Activities

Community Involvement:

  • ECHO (Volunteer)