“I love numbers, but they don’t tell the whole story. You can’t give useful tax advice after a quick look at a P&L statement. I want to understand what you do day-to-day, how you operate, how much you’ve grown and how fast. When I understand your business, I can work toward the most ideal tax situation for you.”
David is a senior manager in WBL’s Tax Planning and Compliance Services department. He specializes in strategic tax planning and preparation for closely held businesses and business owners in the software, technology, manufacturing, distribution, healthcare and professional services industries, and for nonprofit organizations. As a senior manager, he coordinates tax services, plans and organizes engagements, manages the progress of work, recommends tax planning strategies and supervises staff.
David has been interested in numbers (and a determined competitor) since he was in kindergarten when his teacher promised to give a paint set to the student who completed the most math problems independently by the end of the year. By mid-year, David had turned in so many math problems that she awarded the prize to him early. It’s that determination and commitment to getting things right that informs his client service philosophy.
David was born in Gainesville and grew up in Ellaville, Georgia, where he played center field and recorded stats for the basketball team. In college, he played outfield on the intramural softball team. Before he joined WBL in 2011, David worked for Newell Rubbermaid, The UPS Store and College & Central Bank of Georgia.
David lives in Marietta with his wife, Marissa; their daughters, Maggie, Meredith and Vivian; and their dog, Deacon.
- Companies & Individuals with Foreign Activities are Affected NOW by
Provisions of the Tax Cuts & Jobs Act
- Calling All Angels… Angel Investments extended in Georgia through 2018
- Years of Double Taxation in Georgia Ruled Invalid
- Foreign Taxpayers and Resident Status: Strategies to Minimize Your Tax Liability
- Gaming Companies: Get In Line To Claim Endangered Tax Credits