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Recognizing David Spaulding

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The Janover, LLC family is proud to recognize David Spaulding, Principal with the firm.

He provides personalized service to individuals and businesses in tax consulting, tax compliance and controversy, business advisory, and tax planning.  In addition, he offers detailed retirement planning services for individuals and families. 

Several years ago, David launched a specialized practice group, the Domestic Partners Network (DPN) – through the advisory and services of a select group of multi-disciplinary professionals. The DPN offers a comprehensive approach to advising unmarried and same-sex couples, as well as non-traditional families, in the areas of tax compliance, estate and investment planning, insurance and healthcare, immigration and family planning. 

As an individual and small business tax practitioner, David focuses on high net worth individuals, executives, professional services, and the performing arts.

Previously, David was a Director in the Tax Department at Citrin Cooperman & Company LLP in their New York City office. David began his accounting career as a business manager and consultant in 1984. Five years later he co-founded a management and tax services practice, Sterling Warren Ltd. The following 16 years of growth and mergers resulted in the successor CPA firm, Flowers & Becker LLP, where David was a principal, managing tax compliance.

Mr. Spaulding holds a B.A. from Binghamton University in New York and an MFA from Temple University in Pennsylvania. With over 28 years experience in taxation, David is an Enrolled Agent, licensed to practice before the Internal Revenue Service and more recently holds certifications as an Accredited Domestic Partnership Advisor  (ADPA) and Chartered Retirement Planning Counselor (CRPC). He is a member of the National Association of Tax Professionals and the Financial Planning Association.

David has served for 18 years as state treasurer and member of the executive board of Common Cause New York (a state chapter of the national non-partisan, political organization focusing on good-government issues). For 13 years he has served as treasurer and a member of the board of directors of the Foundation for Small Voices (children’s services and education charity). David is entering his fourth year as treasurer of the Montclair Jewish Workshop (secular, Jewish-based cultural community group). And as a patron of the arts, he is a founding director and treasurer of Scripts UP! (a 12-year-old non-profit theatre development group that produces new works for the stage).

Congratulations to David on all his accompshments.We are proud to have him in the Janover family.

Feel free to contact David by calling (212) 792-6300, ext. 6426, or emailing him at dave.spaulding@janoverllc.com.

 

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