David is a seasoned professional with over 25 years of experience in small business management, real estate, business operations, financing, and tax advisory services.
Through his educational and professional experiences, David has honed his expertise to become a trusted advisor and educator for small business owners.
David is a licensed Enrolled Agent (EA) and Certified Tax Advisor (CTA), reflecting his deep knowledge and commitment to helping clients navigate complex financial landscapes. David's passion for small businesses is matched by his love for baseball, where he applies his keen interest in stats and strategies to both fields, believing that data-driven decision-making is the key to success.
Throughout his career, David has been dedicated to empowering entrepreneurs, providing them with the tools and insights needed to thrive in competitive markets. His comprehensive approach combines financial acumen with strategic planning, ensuring that his clients are well-prepared for sustainable growth and success.
Licensing & Credentials
Services Offered
Tax Specialties
Where I Provide Services
