David is a shareholder in Schneider Downs’ Tax Advisory Services. He has 14 years of experience working with national and regional firms with a focus on privately held organizations and their owners.
David has been with the firm for 3 years and over that time has developed strong relationships with his clients through his efforts to be extremely responsive and proactive in assisting his clients as their trusted tax advisor through acquisitions, divestitures, sales and reorganizations. David has extensive experience working with organizations utilizing complex partnership structures and assisting those organizations with proper planning and reporting to their investors. He also has significant experience with multi state tax filings and non-resident state withholding and composite issues.
B.S. -Accountancy, Miami University
Member—American Institutes of Certified Public Accountants
Member—Ohio Society of Certified Public Accountants
Member—NAIOP
Do you have a hobby/personal passion?
Planning road trips and camping trips for my family to enjoy.
If you could go back in time, what advice would you give your college self?
Take more risks socially, academically, and professionally.
People would be surprised to know that I…
Jumped out of an airplane for the sole purposes of impressing my now wife.
What is the best or most interesting thing about your career?
Getting to know and work with many talented people
What was your first job?
Bus boy/Dishwasher at the Original Pancake House
When you have an hour of free time, what do you like to do?
Go for a walk with my family around the neighborhood stopping to say hello to any dogs or neighbors we see along the way.
Do you have advice for young professionals?
Consistently put forth your best effort and do not be afraid of challenges.
Big Problem: Large Tax Burden In The Succession Plans Of A Family Business.
Big Thinking: Creating A Grantor Trust To Save $1.5 Million.
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Schneider Downs is a Top 60 independent Certified Public Accounting (CPA) firm providing accounting, tax, audit and business advisory services to public and private companies, not-for-profit organizations and global companies. We also offer Internal Audit; Technology Consulting; Software Solutions; Personal Financial Services; Retirement Plan Solutions and Corporate Finance Services. Schneider Downs is the 13th largest accounting firm in the Mid-Atlantic region and serves individuals and companies in Pennsylvania (PA), Ohio (OH), West Virginia (WV), New York (NY), Maryland (MD), and additional states in the United States with offices in Pittsburgh, PA, Columbus, OH, and McLean, VA.
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