David Green

Managing Member at David Green CPA PLLC

Role: Managing Member at David Green Cpa Pllc
Location: Spokane-Coeur d\'Alene, US
LinkedIn followers: 500 followers

General Business & ManagementView LinkedIn profile

About David Green

David has over 40 years of experience in serving individuals and their related entities…

Experience

Managing Member
David Green Cpa Pllc
Nov 2010 — Present
David Green CPA PLLC is a boutique tax and advisory practice focusing on the needs of individuals and their related entities.A key focus of the practice is to provide comprehensive, value-oriented services that meet or exceed the needs of its clients.

Skills

Retirement Planning
Partnership Taxation
Mergers & Acquisitions
Tax
Trusts
Tax Returns
Tax Research
Tax Advisory
Small Business
Estate Tax Planning
Tax Accounting
Financial Planning
International Tax
Estate Planning
Accounting
Income Tax
Strategic Financial Planning
Finance
Llc
Tax Preparation
Financial Advisory
Financial Planners
Corporate Tax
Trust Taxation
Cpa
Tax Law
Gift Tax
Wealth

Contact information

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Work email
•••••@davidgreencpa.com
Personal email
•••••@•••••.com
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Current company

David Green Cpa Pllc

Accounting · 2 employees · Founded 2010 · Spokane, Washington, United States

David Green CPA PLLC is a boutique tax and advisory practice focusing on the needs of high-net-worth individuals and their related entities. The firm\'s managing member has over 35 years of experience in public accounting, serving high-net-worth and high-income individuals on matters relating to taxation, including estate and gift tax planning, retirement planning, charitable giving strategies, income tax minimization, stock option planning, personal risk management, cash flow/debt management issues, and taxation of fiduciaries. New clients are accepted by referral from other professional advisors or from existing clients.

davidgreencpa.com

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