Family Wealth Services

Tax Preparation and Consultant Services


Closely Held Business


David Hylton


Managing Director

Professional Overview

David has 30 years of experience in taxation, providing proactive tax planning and compliance services to high-net-worth individuals, closely held businesses, and flow-through entities of all sizes. He has spent a significant portion of his career assisting dentists and their practices and has also been successful defending customers in tax audits and appeals.

Education, Credentials and Special Training

  • Certified Public Accountant
  • BBA Accounting, cum laude, Georgia Southern University
  • Minor in Music, Georgia Southern University

Professional Affiliations

  • American Institute of Certified Public Accountants
  • North Carolina Association of Certified Public Accountants

Civic and Community Activities

  • Treasurer, Charlotte Rugby Football Club
  • Leadership Charlotte
  • Random Acts of Kindness, Charlotte
  • Former chair, Taxation Committee of the NCACPA