Experience

David is a partner in Citrin Cooperman’s Commercial Tax Services Practice based out of the Woodmere, OH office. David specializes in tax-exempt entities and closely held businesses. He provides tax review, planning, research, consulting, and compliance services for nonprofit organizations, S-corporations, C-corporations, high-net-worth individuals, partnerships, and state and local tax planning. His experience includes helping clients with corporate restructuring and planning, and he has represented various clients during Internal Revenue Service (IRS) audits, as well as various state and local government audits.

David’s experience includes the review of tax returns for social service agencies, religious organizations, museums, labor unions, and private foundations. He also understands the challenges not-for-profit organizations face and strives to make viable recommendations to improve the operating efficiency of every client, even if they are working with limited resources. Previously, David was the director of Tax Services at HW&Co., which joined Citrin Cooperman in 2025.