DAVID J. RICHARDS, CPA, MST

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Managing Partner

Dave has been a member of the firm since inception and has been practicing in public accounting since 1991. Dave has experience in all areas of federal and multi-state taxation and is the partner in charge of the firm's Transaction Advisory Group. He regularly advises firm clients on selling their business, mergers, acquisitions, and joint ventures. He gets involved at various stages of the transaction process, but focuses on early involvement in order to help maximize the financial results for his clients. Dave also provides his clients with consulting services in all areas of business and finance, including financial projections, budgeting, and forecasting. 

Areas of Expertise

Tax | Consulting | Business Planning & Analytics | Transaction Advisory

Industry Specialties

Distribution | Life Sciences | Professional Services | Technology

Fun Fact

Dave's bucket list includes speaking in front of an audience of 1,000 people.

Education

Suffolk University, BSBA
Bentley College, MST

Professional Associations

American Institute of Certified Public Accountants
Massachusetts Society of Certified Public Accountants
North Shore Technology Council