Tax Planning

David offers clients in the Tampa Bay area more than 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 has extensive knowledge of estate and trust engagements, including expertise in estate and trust tax returns and 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 not only a member of both the American Institute of Certified Public Accountants (AICPA) and the Florida Institute of Certified Public Accountants (FICPA), but he also often speaks to local Tampa Bay business groups about changes to tax laws and emerging planning opportunities.