Dave’s practice encompasses a broad range of tax planning, tax compliance and consulting on financial and business matters for closely held businesses and high net worth individuals. He also serves as one of the office’s experts on the Federal Research & Development (R&D) tax credit.
Dave is actively involved in CBIZ Berntson Porter’s Wholesale Distribution and Manufacturing Services practice. In this role he is active as a presenter and speaker covering various federal tax topics. He has also developed a specialty practice focused on the growing wine industry.
Dave is a member of the AICPA and WSCPA.