David L. Phelps, CPA

Director

“Helping clients navigate through the tax code is a challenge I enjoy. The complexity and ever-changing nature of the tax code can cause frustration for clients trying to earnestly comply. It’s great to be able to clarify the issues and recommend a course of action for clients – ultimately offering them peace of mind.”

Dave has almost 30 years of experience in accounting and tax consulting. His goal is to walk a mile in the client’s shoes so he can understand their perspective and look out for their best interests. His approach is to thoroughly understand his clients’ challenges, present viable solutions and make life easier for them.

He began his career at the Internal Revenue Services, where he learned a great deal about the nuances of the tax code. The depth of his training and breadth of his knowledge – of tax issues and the clients he serves – make him a decided asset to the firm and its clients.

Dave has worked with many of the firm’s clients during IRS audits. Because he has experience on both sides of the table, he is able to provide valuable insight and peace of mind to his clients.

He has been published as an expert in the Business Courier, has written several articles for local publications and is a frequent contributor and editor of tax alert emails and blog posts. He is a member of the American Institute of CPAs, Ohio Society of CPAs and Northern Kentucky Chamber of Commerce Board of Advisors.

Dave earned a Bachelor of Arts in Accounting from Thomas More College.