David W

Helping entrepreneurs, executives and hard working people keep more of what they earn since 1992

Harrison, New York
Last seen over a week ago

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Accountant in Harrison, New York

I started my career over 25 years ago working for a few small CPA firms before I joined PriceWaterhouseCoopers and then later moved on to Deloitte. I specialized in real estate taxation at both Big 4 firms. I decided to go on my own after receiving my MBA at the Fordham Graduate School of Business because it became apparent to me that the small business community has been under served. Small businesses need better guidance and timely service. Expert tax knowledge is no longer a luxury, today but a necessity. The small business competitive landscape has changed and not having the right adviser can even be the difference between thriving and surviving. The same canned approach is not only an impediment to success but will even lead to a small businesses closing it's doors.

Today, the one constant is change. I realized that the biggest threat to the small business is not what you see, but what you don't. I decided to earn my Certified Fraud Examiners designation in 2012 so that I could help small businesses recoup what they didn't see or know about. I examine losses due to employee theft, embezzlement, a bad partner, co-owner or ex-spouse. I work hard earning new skills and designation because I believe small businesses deserve all the certainty they can get in an uncertain environment.


Experience

Personal accounting

Personal accounting


Financial

Financial


Tax accounting

Tax accounting


Forensic accounting

Forensic accounting


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Services

Financial planning

Financial planning


Tax returns

Tax returns


Investments

Investments


Bookkeeping

Bookkeeping


Real estate

Real estate


Business consulting

Business consulting


Payroll

Payroll


Accounting system setup

Accounting system setup


Fraud investigation

Fraud investigation


Tax compliance

Tax compliance


Tax accounting

Tax accounting


Valuations

Valuations


Modelling and business planning

Modelling and business planning



Training

I have been trained as:

Certified fraud examiner


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