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.

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.

CPA, Founder

CPA

Administrative Assistant

CPA

Administrative Assistant

CPA

Joined us:
March 2009

Retired
December 2021

Joined us:
January 2019

Joined us:
April 2006

Joined us:
April 2022

Joined us:
December 2019

D. Clay Daniels

Dustin A. Bond

Erin M. Bannon

Mahrukh K. Akhtar

Erin H. Brown

Lindsay A. Carlson

 

 

Jennifer L. Bochicchio

Brant A. Bennett

Joined us:
August 2023

Joined us:
august 2023

Administrative Assistant

CPA, CFE, Managing Shareholder

CPA

CPA

Jane M. Kleid

Misha G. Ghosh

Jennifer L. Hurley

Jonathan F. Erickson

Britt C. Keener

Joined us:
January 1997

Joined us:
February 2018

Joined us:
February 2019

Joined us:
January 1996

Joined us:
June 2016

 

Jesus O. Jaral Garcia

Joined us:
March 2023

CPA

Joined us:
January 2020

Joined us:
February 2022

Marci L. Douthit

Adam M. Davis

Practice manager

CPA

CPA

CPA, CFP®, shareholder

Sharon E. Mctaggart

Mary E. Mckenzie

Shannon M. Mcdonald

David L. Nelson

Joined us:
September 2004

Joined us:
November 2001

Joined us:
June 2020

Joined us:
November 2001

CPA

Diana M. Moog

Joined us:
January 2006

CPA, Shareholder

CPA

Eric L. Kline

Paige E. Koeneman

Joined us:
February 1998

Joined us:
February 2020

CPA, CFP®

Maria E. Lozano

Joined us:
February 2006

Joined us:
May 2006

CPA

AMANDA W. POWERS

CPA, CFP®, shareholder

Michael C. Pendleton

Julio C. Olivieri

Joined us:
January 2008

Joined us:
February 2021

JD, CPA

David j. Piscitelli

Joined us:
January 2006

CPA, CGMA

Jonela T. Wells

Joined us:
February 2015

CPA

Kimberley L. Trant

Joined us:
July 2023

Nathan J. Strahan

Joined us:
June 2022

Amy M. Stafford

Joined us:
March 2006

CPA

Lily G. Winnett

Joined us:
 February 2022

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

Brant A. Bennett

Jennifer L. Bochicchio

Public Accounting Experience:
KPMG

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

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

Dustin A. Bond, CPA

areas of practice

Education

 Erin H. Brown
Administrative Assistant

Joined Us:
April 2022

Public Accounting Experience:
PWC, LLP

Family Office
FLPs and Trusts
High Net Worth Individuals
Real Estate

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

Lindsay A. Carlson, CPA

Education

areas of practice

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

Adam M. Davis

Joined Us:
February 2022

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: 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:
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

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

Education

Jennifer L. Hurley
Administrative Assistant

Jesus O. Jaral Garcia

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:
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

Education

Maria E. Lozano, CPA, CFP®

areas of practice

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

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

areas of practice

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; 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.

Julio C. Olivieri

Joined Us:
February 2021

Public Accounting Experience: PWC, LLP

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

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

Education

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

areas of practice

Michael C. Pendleton, CPA, CFP®

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

Oil and Gas
Real Estate
Investment Partnerships

Accounting
Family Office
High Net Worth Individuals

areas of practice

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.

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

Public Accounting Experience:
KPMG

Accounting
High Net Worth Individuals

areas of practice

B.S., Oklahoma State University

Education

Amy M. Stafford

Joined Us:
June 2022

Nathan J. Strahan

Kimberley L. Trant

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

Lily G. Winnett, CPA

Joined Us:
February 2022