David works with high net worth individuals and clients in professional services, real estate, and technology to provide high quality tax compliance and advisory services. He enjoys working for complex entities that include large family groups, investments, and trusts, where he can provide service at every level.
David takes pride in being more than just a tax preparer – he likes to make a lasting impact on clients and assist them with their financial planning beyond just their annual filings.
David has been with Sweeney Conrad for his whole career.
Professional & Business Affiliations
American Institute of Certified Public Accountants
Washington Society of Certified Public Accountants
Education
Bachelor of Science in Accounting, Central Washington University
Master of Professional Accountancy, Central Washington University
Professional Certifications
Certified Public Accountant
Outside of work, David enjoys connecting with friends to play tabletop role playing games and hiking. He’s also a fan of fantasy literature and podcasts across genres like politics, science, and technology.