Daniels & Erickson, P.C. specializes in tax, accounting, and financial consulting services for a variety of clients ranging from family office groups to high net-worth individuals, pass-thru entities, as well as corporate enterprises including public companies. Originally founded as Daniels & Company in December 1992, we became Daniels & Erickson, P.C. on January 1, 2001. Since the beginning, we have established long-standing relationships with our valued clients encompassing industries including construction, entertainment & film, financial markets & services, insurance, manufacturing, medical, oil & gas, real estate, sports, and technology.

about

Daniels & Erickson’s founders laid the groundwork for a singular office rooted in small-firm values and large-firm technical knowledge. The carefully selected members of our team have distinctive skill sets and personalities that make up the core of our firm. Every member of the D&E family adds in-depth understanding of a specialized field, varied areas of expertise, and signature personality quirks – all underlined by a desire to serve every client with excellence.

Team

Mildridge (Mil) S. Dyer

Joined us:
January 2018

CPA

Marci L. Douthit

Joined us:
January 2020

EA

Michael K. Demott

Joined us:
November 2001

CPA

D. Clay Daniels

Joined us:
January 1992

CPA

Lindsay A. Carlson

Joined us:
March 2009

CPA

Dustin A. Bond

Joined us:
April 2006

Administrative Assistant

Erin M. Bannon

Joined us:
January 2019

CPA

Mahrukh K. Akhtar

Joined us:
December 2019

 

 

 

 

 

 

Managing Shareholder

CPA

Jane M. Kleid

Joined us:
January 1997

CPA

Britt C. Keener

Joined us:
June 2016

Administrative Assistant

Jennifer L. Hurley

Joined us:
February 2019

CPA

Allison D. Hennigan

Joined us:
September 2015

Misha G. Ghosh

Joined us:
February 2018

E. Alex Fliss

Joined us:
June 2019

CPA, CFE

Jonathan F. Erickson

Joined us:
January 1996

 

shareholder

 

 

 

CPA

Eric L. Kline

Joined us:
February 1998

shareholder

CPA

Diana M. Moog

Joined us:
January 2006

Practice manager

SHaron E. Mctaggart

Joined us:
September 2004

CPA

Mary E. Mckenzie

Joined us:
November 2001

CPA

Shannon M. Mcdonald

Joined us:
June 2020

CPA, CFP®

Maria E. Lozano

Joined us:
February 2006

CPA

Paige E. Koeneman

Joined us:
February 2020

CPA

J. David Kneer

Retired:
April 2020

 

 

 

 

 

 

 

CPA

Susan M. Murphy

Joined us:
May 2005

director

CPA, CGMA

Jonela T. Wells

Joined us:
February 2015

CPA, CFP®

Jill L. Starr

Joined us:
January 2018

Amy M. Stafford

Joined us:
March 2006

JD, CPA

David j. Piscitelli

Joined us:
January 2006

CPA, CFP®

Michael C. Pendleton

Joined us:
January 2008

CPA, CFP®

David L. Nelson

Joined us:
November 2001

 

SHAREHOLDER

SHAREHOLDER

 

director

CPA

Amanda W. Powers

Joined us:
May 2006

SHAREHOLDER

Public Accounting Experience:
Armanino, LLP

Estate and Gift
Family Office
High Net Worth Individuals
Oil and Gas
Real Estate

areas of practice

B.B.A., University of Guelph-Humber

Education

Mahrukh K. Akhtar, cpa

Erin M. Bannon
Admistrative Assistant

Public Accounting Experience:
KPMG

Insurance
Offshore
Payroll, Property, & Sales/Use
SEC Registered

areas of practice

M.P.A., University of Texas at Austin
B.B.A., Texas A&M University Corpus Christi

Education

Dustin A. Bond, CPA

Public Accounting Experience:
PWC, LLP

Family Office
FLPs and Trusts
High Net Worth Individuals
Real Estate

areas of practice

M.S., Texas A&M University 
B.B.A., Texas A&M University

Education

Lindsay A. Carlson, CPA

Public Accounting Experience: EY, LLP

Investment Partnerships
Medical
Manufacturing
Oil and Gas
Real Estate

Construction
Estate and Gift
Family Office
FLPs and Trusts
High Net Worth Individuals

areas of practice

M.S., Texas Tech University
 B.S., Texas Tech University

Education

D. clay daniels, CPA

Mr. Daniels specializes in tax planning and consulting for businesses and individual clients. His extensive experience includes a Senior Manager position at Ernst & Young, where he worked diligently for over nine years. In 1992, Mr. Daniels left Ernst & Young to form Daniels & Company, now Daniels & Erickson, P.C.

It has been an honor since then to develop long-standing client relationships through Daniels & Erickson’s small firm approach, and to see highly skilled professionals added to the Daniels & Erickson family over the years.

MANAGING SHAREHOLDER

Accounting
Family Office
FLPs and Trusts
Oil and Gas
Payroll, Property, & Sales/Use

areas of practice

M.S., Southern Methodist University
B.B.A., Southern Methodist University

Education

Michael K. DeMott, EA

Public Accounting Experience:
KPMG, LLP

Manufacturing
Medical
Oil and Gas
Real Estate

Estate and Gift
Family Office
High Net Worth Individuals
Insurance Agencies

areas of practice

M.S., Texas Tech University
B.B.A., Texas Tech University

Education

Marci L. Douthit, CPA

Public Accounting Experience:
Anderson Tax; EY, LLP

Accounting
Family Office
FLPs and Trusts
Oil and Gas
Payroll, Property, & Sales/Use

areas of practice

B.S., Prairie View A&M University

Education

Mildrige (Mil) S. Dyer

Public Accounting Experience:
EY, LLP

Insurance Services
Investment Partnerships
Medical
Oil and Gas
Real Estate

Construction
Estate and Gift
Family Office
FLPs and Trusts
High Net Worth Individuals

areas of practice

M.S., Texas A&M University
B.B.A., Texas A&M University

Education

Jonathan F. Erickson, CPA, CFE

Mr. Erickson joined the firm in January 1996. Mr. Erickson’s comprehensive background provided a robust foundation for his specializations in financial consulting, tax consulting, and compliance services. Clients served include closely held businesses, high net worth individuals, and public companies from a wide range of industries, including high technology, insurance, manufacturing, medical, oil and gas, real estate, reinsurance, software, and sports.

Before joining Daniels & Company in January 1996, Mr. Erickson gained valuable experience at Ernst & Young for six years, where he provided tax consulting services as International Tax Manager for large publicly traded international and multi-state corporations.

SHAREHOLDER

Public Accounting Experience:
TMCE, LLP

Construction
Family Office
High Net Worth Individuals
Oil and Gas
Real Estate

areas of practice

B.S., Louisiana State University Shreveport
B.S., Louisiana State University

Education

E. Alex Fliss

Public Accounting Experience:
Cornwell Jackson, PLLC; CliftonLarsonAllen LLP

Construction
Family Office
High Net Worth Individuals
Medical
Oil and Gas
Real Estate

areas of practice

B.S., University of Texas at Dallas

Education

Misha G. Ghosh

Public Accounting Experience:
PWC, LLP

Accounting
Family Office
High Net Worth Individuals
Oil and Gas
Real Estate

areas of practice

M.S., Texas A&M University
B.B.A., Texas A&M University

Education

Allison D Hennigan, CPA

Public Accounting Experience:
EY LLP

Family Office
High Net Worth Individuals
Insurance Agencies
Oil and Gas
Real Estate

areas of practice

M.S., Southern Methodist University
B.S., University of Washington, Tacoma

Education

David G. Hensley, CPA

B.A., University of North Texas
A.A., Victoria College

Education

Jennifer L. Hurley administrative Assistant

Public Accounting Experience:
Lane Gorman Trubitt PLLC, Alegnani Tax Advisory Group PLLC, Goldin Peiser & Peiser LLP

Automotive Dealerships
Construction
Family Office
High Net Worth Individuals
Insurance Services

areas of practice

B.B.A., Texas A&M University Corpus Christi

Education

Britt C. Keener, CPA

Public Accounting Experience:
Panell Kerr Forrester, Dohm & Wolff, Martin Cohen

Accounting
Family Office
High Net Worth Individuals
Oil and Gas
Payroll, Property, & Sales/Use

areas of practice

B.A., Illinois Wesleyan University

Education

Jane M. Kleid, CPA

Public Accounting Experience:
EY, LLP

Investment Partnerships
Medical
Manufacturing
Oil and Gas
Real Estate

Construction
Estate and Gift
Family Office
FLPs and Trusts
High Net Worth Individuals

areas of practice

Education

SHAREHOLDER

ERIC L. KLINE, CPA

Mr. Kline joined the firm in February 1998, and specializes in tax planning and compliance services for businesses and individuals.

Prior to joining the firm, Mr. Kline worked for Ernst & Young, LLP, Dallas, TX for six years, most recently as Tax Manager. While at Ernst & Young, he provided tax consulting and compliance services for businesses ranging in size from small closely held concerns to large publicly traded corporations in health care, retail, manufacturing, and high technology industries.

M.S., University of North Texas
B.S., University of North Texas

Public Accounting Experience:
EY, LLP

Accounting
Family Office
High Net Worth Individuals
Real Estate

areas of practice

B.B.A., University of Texas at Arlington

Education

J. David Kneer, CPA

Retired April 2020

Public Accounting Experience:
Cain Waters and Associates; KPMG, LLP

Accounting
Family Office
High Net Worth Individuals
Oil and Gas
Real Estate

areas of practice

M.S., Texas A&M University
B.B.A., Texas A&M University

Education

Paige E. Koeneman, CPA

Public Accounting Experience:
PWC, LLP

Family Office
FLPs and Trusts
High Net Worth Individuals
Oil and Gas

areas of practice

M.S., Texas A&M University
B.B.A., Texas A&M University

Education

Maria E. Lozano, CPA, CFP®

Public Accounting Experience:
EY, LLP

Family Office
High Net Worth Individuals
Oil and Gas
Real Estate

areas of practice

M.S., Texas Tech University
B.B.A., Texas Tech University

Education

Shannon M. McDonald, CPA

Public Accounting Experience:
Deloitte

Accounting
Oil and Gas
Real Estate

areas of practice

M.B.A., University of Texas at Arlington  
B.B.A., Texas Christian University

Education

Mary E. McKenzie, CPA

Public Accounting Experience:
EY, LLP

Sharon E. McTaggart Practice Manager

Public Accounting Experience:
EY, LLP

Accounting
Family Office
High Net Worth Individuals
Real Estate

areas of practice

B.B.A., Texas Tech University

Education

Diana M. Moog, CPA

Public Accounting Experience:
PWC, LLP; Deloitte

Investment Partnerships
Oil and Gas
Real Estate

Construction
Family Office
FLPs and Trusts
High Net Worth Individuals

areas of practice

M.S., Long Island University
B.A., Hofstra University

Education

Director

Susan M. Murphy, CPA

Public Accounting Experience:
PWC, LLP; EY, LLP

Family Office
FLPs and Trusts
High Net Worth Individuals
Investment Management and Financial Planning
Tax Planning

areas of practice

B.S., Northern Arizona University

Education

Shareholder

DAVID L. NELSON, CPA, CFP®

Mr. Nelson joined the firm in November 2001. Mr. Nelson provides financial planning and tax planning as well as tax preparation services to high net worth individuals, trusts, and family limited partnerships.

His past experience includes six years between Ernst & Young and PricewaterhouseCoopers, where he provided corporate executives and individuals with investment, compensation, retirement, tax, estate planning, and tax preparation services—skills which have all served him well at Daniels & Erickson.

Public Accounting Experience:
PWC, LLP

Family Office
FLPs and Trusts
High Net Worth Individuals
Investment Management and Financial Planning
Tax Planning

areas of practice

M.P.A., University of Texas at Austin
B.B.A., University of Texas at Austin

Education

MICHAEL C PENDLETON, CPA, CFP®

Mr. Pendleton joined the firm in January 2008. Mr. Pendleton provides financial planning and tax planning as well as tax preparation services for individuals, trusts, estates, and family entities.

Prior to joining the firm, Mr. Pendleton spent seven years in the Personal Financial Services group at PricewaterhouseCoopers, LLP. While there, he provided corporate executives and high net worth individuals with investment, retirement, and tax planning as well as tax compliance services.

Shareholder

Public Accounting Experience:
KPMG

Insurance
Offshore
SEC Registered Tax Strategies

areas of practice

J.D., Creighton University
B.S., University of Richmond 

Education

DAVID J. PISCITELLI, JD, CPA

Mr. Piscitelli joined the firm in January 2006, and specializes in tax planning and compliance services to various corporations, both public and private. He assists numerous clients with various matters, including corporate reorganizations, corporate acquisitions and dispositions, corporate liquidations, IRS audit assistance, net operating loss utilization and limitation issues, and various consolidated return issues. Prior to joining the firm, Mr. Piscitelli worked for KPMG, LLP, Dallas, TX for 14 years, most recently as Tax Managing Director. While at KPMG, he provided tax consulting and compliance services to life, accident and health, and property and casualty companies.

Mr. Piscitelli is a certified public accountant licensed to practice in Texas and Nebraska and is also licensed to practice law in the state of Nebraska.

Public Accounting Experience:
Middleton, Burns & Davis, PC; PWC, LLP; Eugene T. Wood, CPA, PC

M.S., Texas A&M University
B.B.A., Texas A&M University

Education

Amanda W. Powers, CPA

Ms. Powers joined the firm in May 2006. She provides tax compliance and tax planning services to the firm’s individual and business clients She works with businesses in the following industries: oil and gas, real estate, telecommunications, television broadcasting, hedge funds, and private equity funds. She also provides tax services to high net worth individuals and family offices. 

Prior to joining the firm, she worked in the Personal Financial Services group at PricewaterhouseCoopers, LLP and other local accounting firms.

Shareholder

Oil and Gas
Real Estate
Investment Partnerships

Accounting
Family Office
High Net Worth Individuals

areas of practice

Public Accounting Experience:
KPMG

Accounting
High Net Worth Individuals

areas of practice

B.S., Oklahoma State University

Education

Amy M. Stafford

Public Accounting Experience: Andersen Tax; EY, LLP

FLPs and Trusts
Oil and Gas
High Net Worth Individuals

Charitable Foundations
Corporate Executives
Divorce
Family Office

areas of practice

Education

JILL L. STARR, CPA, CFP®

Ms. Starr has over 25 years of experience providing tax services to private clients – entrepreneurs, high net worth family groups, corporate executives, closely-held businesses as well as trusts and charitable foundations. Ms. Starr has extensive experience providing comprehensive and objective tax and financial counseling advice using a holistic, yet practical approach to achieve both income tax minimization and after-tax wealth and cash flow maximization. More specifically, she has specialized knowledge in fiduciary and oil & gas accounting and tax services, stock option planning, and tax reporting and planning surrounding division of community property assets related to divorce.

Ms. Starr has frequently presented on tax technical topics including year-end individual income tax planning updates as well as trends in trust and estate tax planning. She enjoys leading training programs in the areas of individual income taxation and tax research, and has been recognized as a top rated instructor.

Before joining Daniels & Erickson PC, Ms. Starr was a Managing Director at Andersen Tax and an Executive Director with Ernst & Young.

M.S., University of North Texas
B.S., University of Arkansas at Fayetteville

Director

Public Accounting Experience:
Cornwell Jackson, PLLC; CliftonLarsonAllen LLP

Investment Partnerships
Oil and Gas
Real Estate

Construction
Family Office Holdings
FLPs and Trusts
High Net Worth Individuals

areas of practice

M.S., University of Texas at Dallas
B.B.A., University of Texas at Tyler

Education

Jonela T. Wells, CPA, CGMA