About
Deborah Daniel, CPA
A CPA since 1989. Thirty-seven years of watching the tax code change, and of watching what it does to people who plan against it and people who do not.
The background that is not on most CPA bios.
Finance and economics at Mercer, then an MBA in finance from Georgia State. Before Charter, real estate development at John Portman & Associates, which is why conversations about cost segregation and property strategy here start from the asset rather than the return.
Charter itself was built by acquiring and combining seven smaller accounting practices, and now serves over a thousand returning clients a year.
Outside the firm she hosts Cracking the Wealth Code, speaks on tax strategy and financial confidence, and is the author of 100 Innovative Ways to Make More Profit.
1989
CPA since
1,200+
Ongoing clients
7
Practices combined
2
Advanced degrees
She is not the whole firm.
Deborah reviews every return, but three people do the work and you will know all of them.