Tax Preparation and Consultant Services



Professional Services

Real Estate

Daniel E. Warren



Charlotte Market Leader

Professional Overview

With more than 35 years of public accounting experience, Dan focuses on providing a broad range of tax and business consulting services to clients across a wide range of industries. He has an emphasis on real estate, construction, high net worth individuals and professional services.

Education, Credentials and Special Training

  • Certified Public Accountant, licensed in North Carolina
  • BS, Business Administration, University of North Carolina at Chapel Hill

Professional Affiliations

  • American Institute of Certified Public Accountants
  • North Carolina Association of Certified Public Accountants
  • Urban Land Institute
  • Association of General Contractors
  • Charlotte Regional Commercial Board of Realtors
  • Construction Financial Management Association
  • National Association of Industrial and Office Properties
  • North Carolina Certified Commercial Investment Member
  • Commercial Real Estate Women (CREW) Charlotte

Civic and Community Activities

  • Board of Directors and Past President, Charlotte Sportsman’s Club
  • Board of Advisors, Past Treasurer, ULI Charlotte District
  • Board of Directors, Past Treasurer, NAIOP
  • Board of Advisors, Leatherheads - Charlotte Sports Foundation
  • Board of Advisors, Charlotte Chamber of Commerce
  • Board of Directors, Past Treasurer, The Harvest Center
  • Past President, Myers Park Country Club