Dave is a state and local tax expert with over 35 years of specialized experience in multistate sales and use tax. His career spans both the public and private sectors, including the Ohio Department of Taxation, as well as a leadership role with a national Big 4 firm, where he led the sales and use tax practice in Northeast Ohio.

Dave has worked with clients across a wide range of industries, including manufacturing, financial services, insurance, construction, retail, aerospace, and telecommunications, delivering strategic tax consulting services tailored to complex, multistate operations. His experience spans jurisdictions nationwide, with in-depth knowledge of states such as Ohio, Indiana, Michigan, Pennsylvania, California, and New York, among many others.

He advises clients on audit defense and appeals, reverse audits, and the implementation of Managed Compliance Agreements (MCAs). Dave is also highly skilled in statistical sampling and has worked closely with state taxing authorities to develop and negotiate single rate agreements based on these techniques.

A recognized thought leader in the field, Dave frequently presents on Ohio sales and use tax topics and is an active member of The Ohio Society of Certified Public Accountants (OSCPA) and the American Institute of Certified Public Accountants (AICPA). His consultative approach and deep technical expertise make him a trusted advisor to businesses navigating the complexities of state and local taxation.

Specializations

• Sales and use tax audit representation and controversy consulting
• Sales and use tax compliance services for businesses
• Sales and use tax due diligence for both buy-side and sell-side transactions
• Statistical sampling on sales and use tax audits
• Sales and use tax transactional planning

Education

• Bachelor of Business Administration, Cleveland State University

Certifications

• Certified Public Accountant

Professional and Civic Memberships

• American Institute of Certified Public Accountants (AICPA)
• The Ohio Society of Certified Public Accountants (OSCPA)