Daniel Kopack, Jr., CPA, CFP®
To learn more about our services in tax planning and compliance or estate planning, contact Dan at dkopack@osullivancreel.com or download v-card.
Dan Kopack is a partner in our tax services group. He joined the firm in 1998, having previously owned and operated his own accounting firm. Dan has extensive experience in tax planning and compliance for both individuals and business entities, in addition to estate planning.
Dan graduated from the University of Oklahoma with this Bachelor of Arts degree in Business in 1969. He was licensed as a Certified Public Accountant in the state of Florida in 1978 and became licensed as a Certified Financial Planner in 2002. Dan has always maintained a keen interest in the local community. He served on the Gulf Breeze City Council and chaired both the Metropolitan Planning Organization and the South Santa Rosa Tourist Development Council.
Dan's professional and civic affiliations include:
- American Institute of Certified Public Accountants (AICPA)
- Florida Institute of Certified Public Accountants (FICPA)
- Certified Financial Planner Board of Standards
- Grant-A-Wish Foundation of Northwest Florida, Inc.
- Gulf Breeze Sertoma Club
- Pensacola Yacht Club
- Gulf Breeze Jaycees
- Pensacola Exchange Club
Fishing has taken Dan from salmon fishing off the Canadian Coast to fishing for Peacock bass in South America. He "claims" his biggest fish was a 350 pound marlin.