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David Swan

Managing Director, CPA

Phone: 617-761-0734
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Overview

Dave is a Managing Director in the Accounting and Auditing* Group at CBIZ & MHM New England (formerly CBIZ Tofias). He is the Leader of the Architecture, Engineering and Consulting (A/E/C) Practice in New England. Dave joined CBIZ & MHM in 1982 and has extensive experience in servicing closely-held businesses in the professional services and wholesale/distribution industries. In addition to comprehensive accounting services,

Dave provides clients with tax services, business planning, financial analysis and benchmarking, ESOP consulting, forecasting, strategic planning, ownership transition, overhead rate audits and project management consulting.

Additionally, Dave oversees the production of the CBIZ & MHM Annual Architectural Survey.

*Audit and other attest services provided by MHM, an independent CPA firm.

Education

  • Bachelor of Science, Bentley University

Community Involvement

  • Cambridge Community Services, Board of Directors Member, Former Treasurer and Head of Finance Committee, Former Executive Committee Member
  • Boston Society of Architects, Affiliate Member

Professional Memberships

  • American Institute of Certified Public Accountants 
  • Massachusetts Society of Certified Public Accountants

Specialties

Associated Offices

Boston - CBIZ MHM, LLC - Boston 500 Boylston Street
4th Floor
BostonMA  02116
Providence - CBIZ MHM, LLC - Providence One Citizens Plaza
9th Floor
ProvidenceRI  02903
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Managing Dir., Joanna Powell was featured in @usnews on year-end tax tips by @themightywidow… https://t.co/F9PLaESVDK
A glimpse into our Private Equity & Venture Capital audit team gearing up for the season! #PrivateEquity… https://t.co/eskDTKwi58
#IRS Announces Changes in Benefit Plan Limitations for 2020: https://t.co/GoKGagdD1M #benefitplans @IRSnews
As with remote sellers, #tax laws for marketplace facilitators vary widely, making compliance challenging. Tarra Cu… https://t.co/6GhehFsBf7
Managing Dir., Joanna Powell was featured in @usnews on year-end tax tips by @themightywidow… https://t.co/Tgf0QsCp5C
RT @USNewsMoney: You still have time to lower your tax bill with some last-minute financial tweaks. https://t.co/eAmc6RnlgR
#IRS Announces Changes in Benefit Plan Limitations for 2020: https://t.co/q4qio7mZLv #benefitplans @IRSnews
Managing Dir., Joanna Powell was featured in @usnews on year-end tax tips by @themightywidow… https://t.co/wOnuBHVo9V
Sales #tax for marketplace facilitators is not simple. Here’s a closer look at why. https://t.co/uJPyUjzRDr #SALT #stateandlocaltaxes #taxes
#IRS Announces Changes in Benefit Plan Limitations for 2020: https://t.co/oPdKC9vscr #benefitplans @IRSnews
As with remote sellers, #tax laws for marketplace facilitators vary widely, making compliance challenging.… https://t.co/4ZvJCpTauj
Our #Boston office is having a little fun on this ❄️ #Friday afternoon with #flannelfriday #teamCBIZ #FridayVibes https://t.co/yPk2xeKYZs
#IRS Announces Changes in Benefit Plan Limitations for 2020: https://t.co/92OFLiKHrD #benefitplans @IRSnews
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We’re set up + ready to go for our event with the Boston Consortium for Higher Education! #highered 📚 https://t.co/e2qbMaxyzm
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