David is the Tax Director for Carter P.C. He has over 21 years of experience advising small to medium sized businesses and their owners, as well as high net worth individuals, in all areas of income tax matters. Prior to working for Carter P.C., David worked with firms ranging in size from his solo CPA practice to the Big Four.
David has provided tax consulting and compliance services to businesses for a number of industries with a niche serving dental practices. He specializes in helping clients achieve their tax planning goals by being creative, thorough, and disciplined. He is recognized as a leader in the CPA community, and has presented continuing education classes to hundreds of CPAs over the last four years.
Professional qualifications and memberships
Member of the North Carolina Association of CPAs
Member of the AICPA
Immediate Past Chair of the NCACPA Taxation Committee
Bachelor of Business Administration from Georgia Southern University, Cum Laude
16 Biltmore Avenue, Suite 200
Asheville, North Carolina 28801
1043 East Morehead St., Suite 101
Charlotte, North Carolina 28204