David is a trusted tax advisor to high-net-worth individuals and their families, including corporate executives, professional services firm partners, and private business owners. He specializes in tax compliance, planning, and consulting, helping clients reduce tax exposure while advancing their broader financial objectives.
David takes a proactive, year-round approach to tax planning. He works with clients to anticipate outcomes, evaluate opportunities, and make strategic decisions with a clear understanding of risk and long-term impact. Using ongoing projections and tax modeling, he delivers insights that go beyond annual filings, ensuring tax strategies are fully aligned with each client’s overall financial priorities.
He helps clients achieve their financial goals through advanced tax strategies and comprehensive planning. David works closely with clients’ investment advisors and attorneys to align strategies that create successful outcomes. By integrating tax, wealth, and estate planning, he positions each strategy to advance long-term objectives. This approach helps clients manage risk and advance personal, business, and philanthropic goals.
Before joining Richey May, David worked in Private Client Services groups at BDO USA, PricewaterhouseCoopers, and Citrin Cooperman, advising high-net-worth individuals and families on complex tax compliance and planning matters.