Profile
Dan M Tran, EA/Sr. Tax Advisor
Mr. Dan Tran holds a bachelor’s degree in computer science and minor in Mathematic at California State University of Fullerton, Master program in accounting & taxation at CSUF and UTA. Mr. Dan Tran holds many different credentials and licenses such as: Enrolled Agent, Texas Property casualty, life, health insurance, and financial service 6 and 63.
Mr. Dan Tran has diversified experience by working for many different corporations held many different positions; last post was with big 5 companies as Sr. Project Manager. He earned his accounting and tax knowledge thru:
- International Information Inc (III) in Culver City, CA to computerize its accounting department and to automate MRP (Manufacture Resource Planning).
- Coffman System, Inc to assist in developing EDGE, which is CRM system.
- McDonald Douglas to co-develop MRP II (second generation of Manufacture Resource Planning).
- Aetna – Healthcare claims processing system.
- Insudata in Irving TX – Improving system resources to automate data entry by developing OCR (Optical Characters Recognition) system.
- Akili Consulting.
- Arthur Andersen, Dallas TX – Business consulting in PAD (Platform/Procedure Architecture Design)
- Farmers Financial Solution, LLC – Registered Representative
- AllTax LLC
- AllTax & Associates LLC
In 1990, Mr. Dan Tran started his own business, Computer & Income Tax (C&IT); associated with Farmers Insurance and Farmers Financial Solution LLC, and then in 2001, he sold his insurance business to focus on accounting, payroll and tax services; C&IT became AllTax LLC, in Arlington, Texas. At AllTax, Dan and his employees offer business analysis and consulting expertise, including payroll, bookkeeping/Write-up and tax services, to corporations, business and individual clients.
Outside of work, Dan belongs to several different organizations that he joined not only to give back to his community, but to the world:
- He was president of the National Organization of Vietnamese American Leadership (NOVAL) for several years and helped bring the organization to the Dallas area by co-founding a DFW chapter. This organization of leaders, business owners and professionals strive to build sustainable leadership in the Vietnamese American community.
- Dan had jointed an advocacy group to advocate for human rights for Vietnamese Americans in the United States and Vietnam. The group leads Vietnam Advocacy Day every year, bringing hundreds of Vietnamese leaders and advocates to D.C. to talk to Members of Congress and leaders in the State Department about the need for human rights, democratic changes in Vietnam.
- In 2016, Dan joined a dental mission trip to Svay Pak in Phnom Penh, Cambodia. Dan says the poverty in the area “hit me straight into my heart.” With a help of United Nation Officer, he worked with a Vietnamese pastor to rebuild his church and build a school for students. He has also visited Bangkok to help Vietnamese refugees, organizing a group called Refugee Youth in Bangkok (RYB) and teaching Vietnamese refugee children to use computers.
- After coming back from Cambodia and Thailand, Dan formed the ACF Foundation (www.acffoundation.org), which assists asylums and refugees in Southeast Asia in four different areas: shelters and healthcare.
- In addition to his work on the national and global stage, Dan enjoys making a difference in the lives of his clients. “I feel so good when I convince new clients to do the right thing when it comes to tax and accounting.” One of his favorite things about being an accountant and advisor is encouraging his clients to do the ethical thing, even when it may end up costing them a bit more money.
Ms. Nguyen To Nguyen, Business & Tax Advisor
Ms. Nguyen completed and participated in the 2025 IRS Annual Filing Season Program. Ms. Nguyen can represent her prepared clients before revenue agents, customer service representatives, and similar IRS employees, including the Taxpayer Advocate Service.
Ms. Nguyen is a versatile professional with a background in Biomedical Engineering from the University of Cincinnati and a Minor in Mathematics. Throughout her career, Ms. Nguyen has gained a diverse set of skills across multiple industries, primarily in management, operations, investment. Ms. Nguyen holds many different credentials and licenses such as Florida Food Service Manager, Ohio Salon Manager.
From 2002 to 2018, Ms. Nguyen managed her family’s business in cosmetic industry including a Nail Salon where she developed a strong foundation in business operations including but not limited to financial management, payroll, bookkeeping services.
In 2018, Ms. Nguyen expanded her entrepreneurial ventures by opening and managing a restaurant, overseeing payroll, advertising, and social media, while maintaining a focus on financial growth. Ms. Nguyen continues managing the restaurant’s human resources, bookkeeping, and payroll until today.
In 2023, Ms. Nguyen launched a property management company, where I manage rental properties, handle repairs, and ensure smooth operations. Her expertise in financial statements, tax filing, investments, and document management has grown significantly over the years.
In 2024, she joined AITax Solution, where she continues to build on her experience in tax solutions and further expand her professional knowledge.
Ms. Nguyen diverses background has equipped her with a well-rounded skill set, enabling her to successfully manage various business operations and financial aspects in different sectors.
DANIEL TRUONG, MBA, Chief Marketing Officer
Mr. Daniel Truong holds a MASTER’S IN BUSINESS ADMINISTRATION, with emphasis in Project Management; Scholar and a MASTER OF SCIENCE in Product Lifecycle and Supply Chain Management, with Scholar Recognition at The University of Texas at Dallas, Richardson, TX., and a BACHELOR OF SCIENCE in Business Administration & Global Business at The University of Texas at Dallas, Richardson, TX.
Mr. Daniel Truong also has completed a GRADUATE CERTIFICATE IN PROJECT MANAGEMENT with CERTIFIED LEAN SIX SIGMA – GREEN BELT from C4iSN – Center for Intelligent Supply Networks, Richardson, TX.
Mr. Daniel Truong is a seasoned professional with extensive experience across various corporations, excelling in both verbal and written communication. His ability to build and maintain strong client relationships has consistently transformed client requests into valuable opportunities for both the client and the company. Throughout his career, Daniel has held key roles ranging from Consultant to Senior Consultant, Project Leader, and now serves as a Program Manager at prestigious companies in Texas.
Mr. Truong established a reputable career and was highly respected by his colleagues at various companies:
- AiTax Solutions, Costa Mesa, CA – Mr. Daniel Truong has an excellent clients’ relationship; he is thrilled to join the company as Chief Marketing Officer (CMO) to launch and a marketing campaign for the accounting firm and bring it to the next level of the accounting and tax services industry.
- ALKAMI, Plano TX – Demonstrated ability to handle client escalations and provide solutions effectively. Provided regular input to the PMO for process improvements and best practices to help create and drive efficiency gains within the implementation department. Demonstrated ability to handle client escalations and provide solutions effectively.
- FISERV, Frisco TX – Provided services to credit unions and large banking clients. Effectively managed digital banking and electronic payments implementation. Delivered excellent services by creating and deploying integrated technology and service solutions.
- FIS, Addison, TX – Established relationships with assigned clients. Trained clients on processes and procedures to increase awareness in navigating software service portals. Acted as a direct point of contact for support and project-related issues while identifying clients’ strategic direction and offering enhancements to drive efficiency.
