is the founder of Boatswain CPA, a tax strategy and advisory firm serving physicians, business owners, real estate investors, and high-income professionals whose financial complexity extends beyond annual compliance.
With a foundation in audit, financial reporting, and risk analysis from Ernst & Young and Mitchell & Titus, David brings institutional discipline and analytical rigor to every engagement. His background in audit and financial structure informs the measured, forward-looking approach he applies to tax planning today.
As a Certified Tax Planner and contributing author within the American Institute of Certified Tax Planners (AICTP), David collaborates with fellow practitioners on advanced planning frameworks and professional education. His work focuses on helping clients evaluate major financial decisions before they create unintended tax consequences—providing clarity where complexity often produces uncertainty. As both an advisor and active real estate investor, David brings practical perspective to entity structure, capital allocation, and long-term financial positioning. He views tax planning not as a seasonal obligation, but as an ongoing discipline that supports durable wealth creation.
Beyond his advisory practice, David serves on a New York City Community Board and contributes to initiatives advancing economic development and small-business growth. He believes disciplined financial stewardship extends beyond individual engagements and reflects how responsible leadership operates in practice.
You can email David at info@boatswaincpa.com to learn more about the firm and becoming a client
As financial complexity increases, strategy must come before action. Decisions should be evaluated before they are executed not explained after the fact.
We view tax strategy as a core component of long-term wealth building not a once-a-year compliance exercise.
We evaluate income, entities, prior-year filings, and forward-looking projections to identify meaningful planning opportunities. This process results in a customized Tax Savings Plan with clear priorities, strategic
recommendations, and coordinated next steps.
From there, we oversee implementation and ongoing strategy throughout the year reviewing major decisions before execution, coordinating across income streams and entities, and adapting as circumstances evolve.
Our role is to ensure tax strategy remains proactive, organized, and aligned with your long-term objectives.
Our work begins with a comprehensive Tax Strategy Assessment. We evaluate income, entities, prior-year filings, and forward-looking tax projections to identify meaningful planning opportunities.
This process results in a customized Tax Savings Plan outlining prioritized strategies, structural recommendations, and coordinated next steps tailored to your financial profile.
Building on that foundation, we oversee implementation and ongoing strategy management throughout the year—reviewing major financial decisions before execution, coordinating across income streams and entities, and adapting as circumstances evolve.
We operate through defined processes, disciplined planning, and proactive communication—so tax strategy remains organized, intentional, and aligned with long-term objectives.
We operate through structured processes, secure systems, and established response timelines. Clients know what to expect, when to expect it, and how their work is being managed.
Our firm is built on precision, organization, and accountability not reactive or ad-hoc support.
We maintain rigorous internal standards to ensure all planning, modeling, and compliance work is performed with accuracy and consistency. Our team invests continuously in advanced tax education and legislative updates to remain current in an evolving environment.
Clients rely on us not only for strategy but for the depth required to execute it properly.
We believe disciplined financial planning creates optionality. When resources are structured intentionally, they can be allocated with clarity and purpose.
Our commitment to thoughtful decision-making extends beyond client work it reflects how we operate as firm.
If you’re ready to move beyond reactive tax filing and take a more intentional approach, we’ll help you understand what’s possible and what comes next.
We’re here to help you resolve your tax problems and put an end to the misery that the IRS can put you through. Please fill out this form and let us know how we can be of service. We will happily offer you a free consultation to determine how we can best serve you.