David offers clients in the Greater Tampa Bay area almost 20 years of experience in public accounting, as well as over 10 years of experience as a closely-held business owner in retail sales. He provides tax compliance, tax consulting, and business advisory services to business owners – in addition to tax and opportunity planning for high net worth individuals.
David also focuses in the area of estate and trust engagements including the preparation of estate and trust tax returns, as well as fiduciary accountings. David is also knowledgeable in estate planning with charitable unitrusts and annuity trusts, special needs trusts and revocable and irrevocable grantor trusts.
David is a member of both the American Institute of Certified Public Accountants (AICPA) and the Florida Institute of Certified Public Accountants (FICPA) and is active in several local professional organizations. In addition, David volunteers his services to several not for profit boards in the Bay area and often speaks to local Bay area business groups on changes to tax laws and emerging planning opportunities.