David has more than 10 years of progressive accounting and tax experience across a wide-array of industries, including small- to mid-size companies, as well as more complex corporate structures. He has a wealth of knowledge in financial and tax planning for closely-held businesses and high-net worth individuals. Some of David’s responsibilities include the preparation and review of individual, corporate, and partnership income tax returns, as well as state income and franchise tax returns. He also provides consultation on more complex accounting issues, including estate planning, exit planning, and consolidations/acquisitions. In addition, David also supervises and trains our current tax staff, along with working with his client’s to research any additional tax resolutions.