About
Dave
Dave specializes in tax planning and preparation for high-net-worth individuals and their families. He supports the preparation and review of individual income tax returns and helps clients navigate complex tax matters.
Dave has more than 14 years of experience in taxation and joins Focus after spending 10 years in Bank of America’s Executive Advisory Services department. There, he provided tax planning and preparation services for the bank’s executives. Prior to that, Dave worked at a mid-sized regional accounting firm in Charlotte, North Carolina, preparing complex federal and multi-state returns for corporations and high-net-worth individuals.
Outside of the office, Dave enjoys road cycling and playing basketball and tennis. He is passionate about genealogy and is writing a book about his ancestor who was commonly known as the first policewoman in New York City[MR1] [DF2] . He is an advocate for financial education and literacy for our youth and enjoys volunteering through Junior Achievement.
Education and Professional Milestones
-University of North Carolina Wilmington – Bachelor of Arts in film studies
-University of North Carolina Wilmington – Master of Science in accounting with a focus on taxation (MST)
-Member of the National Association of Enrolled Agents (NAEA) and the North Carolina Society of Enrolled Agents (NCSEA)
Dave specializes in tax planning and preparation for high-net-worth individuals and their families. He supports the preparation and review of individual income tax returns and helps clients navigate complex tax matters.
Dave has more than 14 years of experience in taxation and joins Focus after spending 10 years in Bank of America’s Executive Advisory Services department. There, he provided tax planning and preparation services for the bank’s executives. Prior to that, Dave worked at a mid-sized regional accounting firm in Charlotte, North Carolina, preparing complex federal and multi-state returns for corporations and high-net-worth individuals.
Outside of the office, Dave enjoys road cycling and playing basketball and tennis. He is passionate about genealogy and is writing a book about his ancestor who was commonly known as the first policewoman in New York City[MR1] [DF2] . He is an advocate for financial education and literacy for our youth and enjoys volunteering through Junior Achievement.
Education and Professional Milestones
-University of North Carolina Wilmington – Bachelor of Arts in film studies
-University of North Carolina Wilmington – Master of Science in accounting with a focus on taxation (MST)
-Member of the National Association of Enrolled Agents (NAEA) and the North Carolina Society of Enrolled Agents (NCSEA)