Featured Team
Florida attorney and tax practitioner with a J.D., LL.M., and Doctor of Business Administration — plus the Chartered Wealth Manager (CWM) designation. Chris has prepared and planned taxes, kept books, and resolved IRS disputes for more than two decades. When a tax matter turns adversarial, the person who prepared your return can defend it as your attorney.
Economist by training and educator by calling — David holds an M.S. in Agricultural and Applied Economics and a B.S. in Management from Clemson University, and has taught economics, statistics, and money and banking at the university level for more than two decades. As CFO, he keeps the division's engagements accurate and accountable; as South Carolina Tax Partner, he anchors the Upstate office.
Tabitha works alongside Chris and David on the division's tax and accounting engagements — return preparation, bookkeeping, reconciliations, client correspondence, and the organized, well-kept records that make every filing defensible. She is the steady, detail-minded presence clients count on between deadlines.
From this year's return to a multi-year problem, you'll work directly with the leadership you see here.
Request a Consultation Call (863) 949-0560