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