Experience
Dave is a Vice President in the Akron Tax Services Group and has over 20 years’ experience providing strategic tax, finance, accounting and business advisory services to companies and their owners in a variety of industries including manufacturing, wholesale/distribution, retail, hospitality, construction, medical, veterinary, real estate and technology. He adds value to client engagements through proactive business consulting, creative and timely tax planning, along with ensuring proper compliance with taxing authorities.
Dave regularly assists clients in the sale and acquisition of business assets, partner buy-in and exit strategies, along with debt structuring and re-structuring. He has a particular expertise in multi-state taxation, including nexus analysis and voluntary disclosures. He has represented numerous taxpayers in the area of federal, state and local tax controversies, including offers in compromise and audit representation.
Areas Of Specialization
- Federal Tax Planning and Compliance
- Multi-state Taxation
- Business Consulting
Education
The University of Akron, Master’s Degree in Taxation and Bachelor of Science Degree in Accounting
Professional Development
- American Institute of CPAs
- Ohio Society of CPAs
Community/Philanthropic Pursuits
- Tallmadge Foundation, board member and treasurer
- Italian American Professional and Businessmen’s Club
- Akron Tax Club
- Faith Family Church, Usher, Ministry of Helps
