Dave Charles, CPA, MT

A problem solver at heart, Dave is motivated by finding tax-saving solutions for the firm’s clients. He finds he can best do that by learning all he can about them and building relationships that will help him stay on top of what’s going on in their businesses.

Dave focuses on pass-through entity taxation, specifically for rental real estate and construction companies, investment partnerships and private equity groups. He assists clients with transactional tax compliance, planning and consulting, and also specializes in partnership formation and liquidation, sale transactions, waterfall and 704 special allocations.

• Case Western Reserve University Accounting Advisory Board
• Ohio Society of CPAs
• American Institute of CPAs

Dave resides in North Ridgeville, Ohio, with his wife, children and their dog. He enjoys spending time with them, both at home and while traveling across the country. Their favorite trips often include visiting family and friends in multiple states.