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