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