CPA, MST, CVA

David has been with Newburg & Company, LLP since 1994 and is responsible for the Tax and Compliance division within the firm. David has progressive and diversified tax, accounting, consulting and management experience providing business solutions to the unique needs of small to middle market companies and their owners. David has disciplines in areas such as strategic tax planning, compliance, management advisory, business valuation, business plan development and entity structuring impacting closely held businesses and their owners. Over the years, David has developed specialization in industries that include real estate, construction, wholesale/retail, restaurant/hospitality, manufacturing/distribution, service and high-tech companies. David has also developed a vast array of experience with start-up companies, forecast/analytical work and stock option planning.

In addition, David is a Certified Valuation Analyst and firm wide resource in areas such as business valuation, business acquisitions and due diligence. David is a member of NACVA (National Association of Certified Valuation Analysts) and has met the Association’s rigorous standards of professionalism, expertise, objectivity and integrity in the field of business valuation, litigation support, and related consulting disciplines.

Education/Certifications

Bachelor of Science in Accounting, with a minor in English – Bentley College
Master of Science in Taxation – Bentley College
Licensed Certified Public Accountant
Licensed Certified Valuation Analyst
Massachusetts Life, Accident, and Health Insurance License
Massachusetts Notary

Memberships/Affiliations

Massachusetts Society of Certified Public Accountants
American Institute of Certified Public Accountants
National Association of Certified Valuation Analysts
Network 128
Waltham West Suburban Chamber of Commerce
Newton-Needham Chamber of Commerce
Public Policy Leadership Council