David established Cypress Tax Advisors, LLC in 2008 after moving to Florida with his family. At that time he sold most of his existing practice, and brought the rest of the clients with him. The business has grown substantially over the years, now serving clients in 34 states (and DC), and US citizens living in 12 foreign countries. His eldest daughter, Jen, became a partner in 2019 and they have continued to grow the business together.
David has practiced as a Certified Public Accountant since 1983. He is a graduate of Davidson College and holds an MBA in Finance and Accounting from the University of North Carolina at Chapel Hill. David originally worked as a tax manager with KPMG (formerly Peat Marwick) in their Houston, TX office. He then founded Radnor Tax Services in Radnor, PA where he practiced for over 20 years. He relocated to Palm City, Florida, in 2008 and founded Cypress Tax Advisors to continue his professional tax practice. He is a member of the Florida Institute of CPAs and the National Association of Tax Practitioners.
Jen is David’s oldest daughter, and joined him in business in 2017 after working in operations management at Walt Disney World for roughly 10 years. She is a University of Florida alum, holds an MBA from Stetson University, and obtained a Master’s in Taxation from Nova Southeastern University. She earned her CPA in March 2021, is a member of the Florida Institute of CPAs, the Association of International CPAs, and the National Association of Tax Practitioners.
Ann is our administrative assistant and office manager. She is truly the glue that holds our office together, managing the day-to-day operations and client communications with David since Cypress Tax’s inception in 2008.
Allie is our Cypress Tax bookkeeper and resident “catch-all.” She helps the team with administrative tasks as needed and maintains all of our accounting records. She is David’s middle daughter, and joined the Cypress team in 2017 after studying and working in Japan for 5 years. She holds a BS in International Business from Clemson University.