Meet The Team

Daniel J. Lutz, CPA

Daniel J. Lutz is a Tax Partner with a history of serving high-net-worth individuals and families (including family offices), closely-held businesses, and tax exempt organizations.  Daniel provides various services on a daily basis that include tax planning, tax compliance, wealth management, and other related consulting matters. 

Daniel holds active Certified Public Accounting (CPA) licenses from the State of Illinois and the State of Wisconsin.

Daniel graduated with a Bachelor’s of Business Administration (BBA) degree and Master’s of Professional Accountancy (MPA) degree from the University of Wisconsin-Whitewater.  Upon graduation, Daniel held the distinction of Summa Cum Laude.

Publications

Want to Join Our Team?

We are always looking to add exceptional people to Team DB.