Construction/Real Estate
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David has more than 15 years of progressive accounting and tax experience across a wide array of industries, including small to mid-size companies and complex corporate structures. He possesses a wealth of knowledge in financial and tax planning for closely-held businesses and high-net-worth individuals. David's responsibilities include preparing and reviewing individual, corporate, and partnership income tax returns, as well as state income and franchise tax returns. He also consults on complex accounting issues, such as estate planning, exit planning, and consolidations/acquisitions. Additionally, David leads our estate, gift, and trust practice, supervises and trains our current tax staff, and works with his clients to conduct thorough research. His expertise and leadership ensure our clients receive comprehensive and strategic tax services tailored to their unique needs.