Biography

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

Education

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

Baker Tilly US, LLP, Baker Tilly Advisory Group, LP and Moss Adams LLP and their affiliated entities operate under an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly Advisory Group, LP and its subsidiaries, and Baker Tilly US, LLP and its affiliated entities, trading as Baker Tilly, are members of the global network of Baker Tilly International Ltd., the members of which are separate and independent legal entities. Baker Tilly US, LLP and Moss Adams LLP are licensed CPA firms that provide assurance services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and consulting services to their clients and are not licensed CPA firms. ISO certification services offered through Moss Adams Certifications LLC. Investment advisory offered through either Moss Adams Wealth Advisors LLC or Baker Tilly Wealth Management, LLC.