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Leadership

Daniel R. Hamm, CPA, CFP®

Dan is a Certified Public Accountant and Certified Financial Planner™. He has been practicing since 1987. His areas of experience and expertise include tax consulting; tax compliance; tax controversy; executive financial counseling; business succession planning; and transaction structuring.

Dan holds a Bachelor of Business Administration in Accounting from The University of Texas at Austin and a Master’s in Professional Accounting in Taxation from The University of Texas at San Antonio. Prior to founding Hamm & Associates, Dan spent over half of his career with Deloitte & Touche where he was a Firm Director and the San Antonio Tax Practice Leader. On June 19, 2004, Dan purchased Deloitte & Touche’s San Antonio tax practice.

His clients typically experience complex domestic, interstate and international tax issues. His business clients operate dynamic businesses. They are typically either closely held businesses where the business objectives overlap with the owners’ personal financial goals or they are large non-publicly traded entities owned by investment groups. His individual clients usually have complex personal financial needs and goals. They are accomplished business people and executives. Through many years of working with a variety of client types, Dan has developed a broad knowledge of complicated issues.