Dave has provided tax planning and compliance solutions for businesses, individuals, estates, and trusts since 1989. He has extensive experience providing domestic, multistate, and international tax planning, compliance, and consulting services to clients ranging in size from start-ups to middle-market companies to publicly traded enterprises in the technology, life sciences, manufacturing, distribution, and service industries. Dave is the tax leader for the Silicon Valley Office.

Along with his experience working with companies, Dave has a specialized focus working with executives and high net worth individuals on income tax, estate, and trust tax planning matters.

Professional Affiliations

  • Member, American Institute of Certified Public Accountants
  • Member, California Society of Certified Public Accountants


  • BA, accounting, Appalachian State University
  • MS, accounting, Appalachian State University