David Swatosh, CPA, MSA, MST

Clients value David's technical expertise and practical, relationship-first approach. Known for his collaborative style, he helps clients navigate complex tax matters in a straightforward and actionable way. David believes the strongest relationships are built through trust, responsiveness and a genuine interest in understanding each client's business and long-term objectives.

David began his public accounting career in 2004 and has developed significant experience at both national and regional firms. Leading the firm’s research and development (R&D) tax credit team, he advises organizations of all types and sizes on the strategic use of tax credits and incentives to enhance cash flow and reduce total tax liability. David advises clients ranging from development-stage companies to multinational enterprises on tax compliance and consulting matters, helping them identify, quantify and document available tax credits and incentives. He has successfully defended R&D tax credit positions for multiple clients during IRS and state tax authority examinations. He also has experience with the IRS Compliance Assurance Process, collaborating with taxpayers and the IRS to identify and resolve potential R&D credit matters before returns are filed.

• Michigan Association of CPAs
• American Institute of CPAs

David lives in Lake Orion, Michigan, with his wife and four children. Of all his roles, he values being a husband and father most. Outside of work and family time, David enjoys golfing, playing soccer and hockey, collecting sports cards and memorabilia, and watching Star Wars and the Marvel movies and television series.