Biography
David offers his clients and colleagues over 14 years of experience in public accounting, as well as over 10 years of experience as a closely-held business owner in retail sales. His practice focuses on providing tax and business advisory services to business owners, in addition to tax and opportunity planning for high net worth individuals. David also has a significant client base in the area of estate and trust planning which includes the preparation of estate and trust tax returns, as well as fiduciary accountings.
Services
Professional Affiliations
- American Institute of Certified Public Accountants (AICPA)
- Florida Institute of Certified Public Accountants (FICPA)
- Pinellas County Estate Planning Council
- Suncoast Estate Planning Council