Overview
David has extensive experience advising public and private companies on complex corporate tax, with a focus on high‑growth organizations. He is known for a hands‑on leadership style and for serving as a trusted client advocate by acting as their internal tax function.
Experience
David is focused on helping clients transition from project-based tax work to a consultative, managed-services model. He is recognized for his “doer” leadership approach, working directly alongside teams as a long-term, trusted advisor rather than a traditional compliance provider.
He helps companies with complex tax strategies, tax provision work under ASC 740, specialty tax opportunities, and lifecycle events such as IPO/SPAC readiness and public‑company SEC compliance.
Education & Affiliations
David earned a Bachelor of Science & Bachelor of Arts from the University of Nebraska at Omaha and is a Certified Public Accountant. He also completed the Executive Leadership Program at Harvard Business School Executive Education.