David Green CPA PLLC is a boutique tax and advisory practice focusing on the needs of high-net-worth individuals and their related entities. The firm's managing member has over 35 years of experience in public accounting, serving high-net-worth and high-income individuals on matters relating to taxation, including estate and gift tax planning, retirement planning, charitable giving strategies, income tax minimization, stock option planning, personal risk management, cash flow/debt management issues, and taxation of fiduciaries. New clients are accepted by referral from other professional advisors or from existing clients.