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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


Family Wealth Services

Tax Preparation and Consultant Services


Closely Held Business