Tim is an investor in, and a client of, Benchmark Financial, and brings his unique combination of tax and entrepreneurial experience to the advisory committee. Tim is a co-managing partner of Daszkal Bolton LLP, a 150+ CPA firm in South Florida.
Tim has provided taxation and accounting services in the public sector for over 30 years. He has extensive experience in mergers and acquisitions, corporate finance, investment advisory services, and financial statement preparation. Tim began his career with Ernst & Young, rising to the position of Senior Audit Manager during his eight-year tenure. Among his many other accomplishments, he has appeared as a guest speaker at various tax conferences and on local television programs.
Sandy brings a wealth of information on how to manage and improve the client experience, as well as adding more than 20 years of experience in public accounting to the advisory committee.
Sandy is a partner at Daszkal Bolton LLP and specializes in tax minimization strategies and retirement planning for high net worth individuals and business owners. His area of corporate expertise consists of tax planning and compliance, resolving complex tax issues relating to domestic transactions and investment activities, as well as state and local tax compliance. Sandy also assists clients with income tax planning and multi-year and transactional tax matters, as well as conflict resolution with state and federal taxing authorities. He has represented various clients during Internal Revenue Service Audits.