Daniel Serbin, CPA
MANAGER — TAX
Daniel Serbin is a Manager in the tax department at KROST. He has been in public accounting for nearly a decade and joined the firm in January 2023. Daniel is experienced in many facets of tax, serving high-net-worth individuals and clients in the Technology, Real Estate, Professional Services, and Entertainment industries. He specializes in tax controversy, tax planning, and client relations.
Daniel is a Certified Public Accountant in both New York and California. He graduated with a Bachelor’s Degree in Accounting from Touro College in 2013.
Daniel currently lives in Los Angeles with his wife and children. He enjoys reading, being in nature, and spending time with his family. He coaches Little League and is active in his local community.
Professional Experience
- KROST, Tax Manager (2023 – Present)
- RFNR, LLP, Tax Manager (2022)
- Gaytan & Leevan LLP, Associate Tax Manager (2017 – 2022)
- Benadon Shapiro, and Villalobos APC, Staff Accountant (2016 – 2017)
- Manela & Co, Associate Accountant (2014 – 2016)
Education
- Bachelor's Degree in Accounting, Touro College
Professional Affiliations
- Member of American Institute of Certified Public Accountants (AICPA)
- Member of California Society of Certified Public Accountants (CalCPA)
Tax Thought Leadership

Press Release: KROST Welcomes Grant Miller as Principal of Tax
January 30, 2023LOS ANGELES, CA [January 30, 2023] — Los Angeles-based CPA firm, KROST CPAs & Consultants, welcomes Grant K. Miller, CPA, EA, as Principal of Tax. To begin his new role as Tax Principal, Grant will be based in our Woodland Hills office and he will provide direction and leadership to further the success of our Read the full article…

Update: IRS Extends Filing Deadline for California Storm Victims: Tax Relief Available
January 18, 2023The Governor’s office announced on January 13, 2023, that California will conform to the filing extensions granted by the Internal Revenue Service (IRS) for California storm victims. This means that filing and payment deadlines for affected individuals and businesses in California are extended to May 15, 2023. On January 10, the IRS announced tax relief Read the full article…

IRS Extends Filing Deadline for California Storm Victims: Tax Relief Available
January 13, 2023On January 10, the Internal Revenue Service (IRS) announced tax relief for California storm victims in most counties (see list of counties below). This tax relief applies to individuals and businesses located in disaster areas. The announcement postpones tax filings and payment deadlines that are due from January 8, 2023, through April 30, 2023, including Read the full article…

KROST HR Solutions For Restaurants & Other Small To Medium-sized Businesses
January 4, 2023This is one of the articles in the KROST Quarterly Hospitality Issue, titled “KROST HR Solutions For Restaurants & Other Small To Medium-sized Businesses” by Lisa Arangua Did you know that KROST offers Human Resource Solutions to companies that do not have access to, or resources for full-time HR personnel? We recently spoke to Lisa Read the full article…

The Trust “Oil Change” – Reviewing and Updating Your Trust
December 15, 2022As one annually services their automobile for an oil change and routine maintenance, it is also prudent to review your trust to confirm that your original documents are consistent with your wishes. At a minimum, one should look at the following provisions of their trust to determine if any changes are required: Successor Trustee – Read the full article…

2022 Year-End Tax Planning Strategies for Businesses
December 12, 2022In the last few months of the year, it is important to consider year-end tax planning opportunities as many may provide both immediate and long-lasting financial benefits. This year has brought incredibly unique challenges and significant change. Businesses that have not yet explored year-end tax planning should take an immediate inventory of their situation to Read the full article…

2022 Year-End Tax Planning for Individuals
December 12, 2022As calendar year 2022 comes to a close, it is a good time for taxpayers and their advisors to start thinking of planning moves that will help lower their tax bill for this year and possibly the next. This year, we have seen significant financial uncertainty and an inflation rate not seen since the 1980s, Read the full article…

Holding a Large Position in One Stock? Know Your Options: Exchange Funds
November 22, 2022Do you have a large position in a publicly held company? Are you concerned about having a concentration risk in your portfolio? If the answer is yes, then you should consider using an Exchange Fund, also known as a swap fund. An Exchange Fund provides the opportunity to diversify your stock holdings without triggering capital Read the full article…

What Happens When You End a Lease Early for a Nonprofitable Location
November 3, 2022This is one of the articles in the KROST Quarterly Hospitality Issue, titled “What Happens When You End a Lease Early for a Nonprofitable Location” by Aric Wong The pandemic has caused many restaurants to close due to a loss of revenue. Even after the reopening of dine-in restaurants in California, many anticipate significantly reduced Read the full article…

Benefits of Disclaimers in Post-Mortem Estate Planning
October 27, 2022When considering the creation of a will or a trust, one usually thinks about pre-death planning. However, the beneficiaries have an opportunity where post-mortem planning comes into play. Let’s look at an important post-mortem planning tool – the disclaimer. A disclaimer is a refusal to accept an interest in or a power over property – Read the full article…