Daniel Epstein,
CPA, MBA

Director, Income Tax

Dan is a Director of Income Tax within the Family Wealth Services group at Mercer Advisors. He provides tax compliance and planning services to our high net worth clients and their businesses. He brings over 12 years of public accounting experience. Dan received his Bachelor of Arts degree from Auburn University and Masters of Business Administration (MBA) from Piedmont College. He is a Certified Public Accountant (CPA) and a member of the American Institute of Certified Public Accountants (AICPA). When not in tax season he and his wife enjoy traveling, watching college football and playing with their son and two English bulldogs.

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