David or Dave is your stereotypical accountant who enjoys what he does.
Dave has done some of just about everything in public accounting from financial statement auditing to tax compliance to pension design and administration. He has the belief that the more well rounded he is in his profession the better positioned he will be to help the clients that he works with. During the day you will find Dave managing the tax and pension work in our Salt Lake office and at night he can be found either spending time with his wife and two small children or engaging in volunteer work with his church.
Dave has vast experience in helping clients with their tax compliance in everything from a C-Corporation that files in 32 states to a Partnership with over 150 million dollars in annual gross revenues to an Individual return for a student that is just filing in order to claim a refund.
He also has had extensive training in pension design and administration and whether a client simply needs a question answered about ERISA compliance or needs to get a 401(k) plan designed and drafted, Dave is able to get the client the results that they need.
- Bachelor of Science in Accounting – Southern Utah University
- Master of Accountancy – Southern Utah University
- Certified Public Accountant – Utah
- American Society of Pension Professionals & Actuaries – Associated Professional Member