David Srulevitch provides tax planning, consulting, and preparation services for businesses and high net-worth individuals. He works directly with clients to determine how financial prospects, strategic business decisions, and major life changes will impact their next tax return. David possesses a strong background in banking and finance which further supports his ability to deliver a full menu of strategic, tax-friendly alternatives to business and personal compliance challenges. David coordinates and oversees tax return preparation based on his analysis, collaborating with Partners to ensure quality service. In addition to his compliance work, David advises business owners and C-level corporate executives on the financial impact of large-scale business transactions.
David studied Economics at Dartmouth College and earned his Master’s of Accounting at UNC-Charlotte. His professional experience includes securities trading for a multinational brokerage house and tax planning and preparation with a Big Four accounting firm. He became a licensed CPA in 2013 and maintains memberships in the American Institute of CPAs (AICPA) and the NC Association of CPAs (NCACPA). David currently sits on the board of the Matthews Habitat for Humanity organization where he serves as Treasurer.