MEET DAVID

MEET DAVID

David’s passion is helping his clients navigate the complex tax world. Over the course of his career, David has worked with a variety of clients, including individuals and businesses. David Currently focuses on serving high net worth individuals and their families. He works closely with his clients and their financial teams to ensure their yearly tax compliance and develop comprehensive tax planning strategies that will help them achieve their financial goals.

Education

Bachelor of Science in Civil Engineering, Tufts University
Master of Science in Accounting and Master of Business Administration, Northeastern University

Professional Affiliations

American Institute of Certified Public Accountants (AICPA)
Massachusetts Society of Certified Public Accountants (MSCPA)