At Callan Family Office, Dale Vander Maas provides specialized tax compliance and preparation support for ultra-high-net-worth families and single-family office clients. As part of the Financial Administration team, he works to ensure that complex tax matters are managed in a proactive, coordinated, and efficient manner while supporting the firm’s integrated approach to client service.

Dale collaborates closely with internal teams and third-party tax preparers to coordinate the timely and accurate preparation and filing of federal, state, and local income tax returns for individuals, trusts, entities, and foundations. He prepares draft income tax returns and gathers, reconciles, and organizes tax and accounting data to streamline the annual compliance process and enhance advisory oversight. In addition, Dale manages tax-related workflows across internal bookkeeping teams and external advisors, helping ensure that client accounts remain organized, compliant, and aligned with broader financial and administrative planning. Through his day-to-day coordination and attention to detail, Dale supports the firm’s ability to deliver a seamless single-family-office experience.

Dale has been a tax compliance professional since 1997 and an Enrolled Agent (EA) since 2005, giving him more than 25 years of experience in tax advisory services. He received his degrees in accounting and business management from Davenport University and is authorized to represent clients before the Internal Revenue Service.