Daniel S. Merza, CPA

Tax Partner
Dan joined the firm in 1997 and became a partner in 2016. He has taken an active role in estate and trust planning, estate administration, IRS conflict resolution, and tax planning and compliance for individuals and closely-held businesses. Dan started his career in Boston practicing accounting in both public and private industry. Dan and his wife Alicia are the proud parents of three children.


  • Bachelor of Science, Accounting, 1992
    Central Connecticut State University
  • Master of Science, Taxation, 1997
    Suffolk University


  • Certified Public Accountant, licensed in Connecticut and Massachusetts

Professional & Civic Affiliations:

  • American Institute of Certified Public Accountants
  • Connecticut Society of Certified Public Accountants