Jeff has over twenty years of diverse tax experience. Jeff began his career in the tax department of Deloitte & Touche in Atlanta. His responsibilities included individual, corporate, partnership and trust federal and state tax compliance and consulting, supervision and development of staff, analysis of financial statements, trial balances and other financial data for purposes of tax compliance and consultation, assisting auditors with GAAP tax provision preparation and other tax matters, and extensive state and local and international tax research for corporate and individual clients.
Jeff also has gained a great deal of experience working in the Mergers and Acquisitions Groups, first with Ernst & Young and most recently with KPMG. With these groups, Jeff was responsible for tax structuring, tax due diligence, net operation loss planning, bankruptcy and debt workout consulting, stock basis and earning & profits.
Prior to joining the M&A Group at E&Y, Jeff was a member of the federal tax consulting group responsible for the delivery of tax consulting services related to such areas as Research and Development tax credits studies, inventory planning (including LIFO and UCR); and accounting methods.
Jeff holds a B.B.A. in Accounting from the University of Georgia and a Masters Degree in Taxation from Georgia State University. He is a CPA, a member of the AICPA and the Georgia Society of CPAs.
Dave has over twenty years of tax experience in both public accounting and industry. He specializes in tax department outsourcing and has significant experience in the areas of federal and state income taxation, accounting for income taxes and uncertain tax positions (ASC 740), and tax research and planning. He has also participated in the management of federal and state audits. Dave has served a diverse array of clients in the manufacturing, real estate, retail, and high-tech industries.
Dave enjoys teaching, and he has developed a number of courses that he uses for both internal and client training. The blending of public accounting and industry experience has given Dave a unique perspective and skill set to assist clients in developing a world-class, streamlined tax function.
Dave holds a B.S. degree in Accounting from Clemson University (1990, Summa Cum Laude) and a MPACC in Tax (1991, Summa Cum Laude) also from Clemson. He is a member of the AICPA and the Georgia Society of CPAs.
Karl is a senior tax accountant with the firm.
Karl graduated summa cum laude from Clemson University in August 2011 with a Master of Professional Accountancy (Tax emphasis). He also received his Bachelor of Science in Accounting from Clemson University in May 2010, graduating magna cum laude. While at Clemson, he was an officer in Beta Alpha Psi, a student member of the SC Association of CPAs, and was a member of the Clemson University Marching and Basketball Pep Bands. He also participated in the Ernst & Young Summer Leadership Program in Summer 2010.