Clients see Dave as more than a tax expert. They see him as a business partner.
Since 1984, Dave has been a firm believer in treating clients and colleagues with respect and integrity. He joined Vilmure, Peeler & Boucher in 1992 and became a partner in 2000. The firm merged with LSL CPAs in October 2013.
Dave focuses on tax compliance and planning in the areas of income and estate tax. He is the tax partner for our automotive accounting group but he’s also tapped for his expertise in real estate, manufacturing and professional services. He’s a whiz at estate and gift taxation and can create a customized approach to designing and implementing a successful exit plan for business owners.
Whether it’s assisting with the sale of a business to a publicly traded company or answering a simple question on California state tax, Dave’s here to help. He wants to help take your business to the next level – whatever your goals.
Great Clients for David… those who are highly motivated to build and make their business successful.
LSL candidate tip… Ask about his travels throughout California in his vintage 1972 trailer.
Personal… Dave is married to his wife and best friend, Darlene. They have two daughters.
Professional and Civic Involvement:
Firm member, PrimeGlobal
American Institute of Certified Public Accountants (AICPA)
California Society of Certified Public Accountants (CalCPA)
Education:
M.S. degree in Taxation, Golden Gate University