David Perry, CPA, MST
David “Dave” joined the Firm in 2005 after spending four years at Altschuler, Melvoin & Glasser (now RSM McGladrey) as head of their personal financial planning practice, and 10 years at Arthur Young (now Ernst & Young), in their personal tax practice. Dave specializes in individual taxation, personal financial planning issues, and family groups. As a Registered Social Security Analyst (RSSA), he is able to assist clients in receiving hidden Social Security benefits through complex claiming strategies. Dave also coordinates and administers our firmwide internship program, recruiting, and client service groups.
Dave is a member of the AICPA, IL CPA Society, ICPA, and Chicago Estate Planning Counsel. He has also been a frequent guest lecturer, instructor at local universities, and spoken at various professional tax forums.
Below is a list of his board memberships and affiliations:
- AICPA – Personal Financial Specialist (PFS)
- AICPA – Personal and Financial Planning Division
- ICPA – Course Author on Personal Financial Planning
- ICPA – Instructor
- NARSSA – Registered Social Security Analyst
- University of Illinois – Chicago – PAAB – Department of Accounting Advisory Board
- University of Illinois – Chicago – PAAB – Chairman of Executives in the Classroom Initiative
An avid dog lover and trainer, Dave has bred a Best in Show dog and has shown at Westminster. He would someday like to beat the “professionals” in the dog show ring. When not showing his dogs, you might find Dave driving his car at the racetrack.
Areas of Expertise
- High Net Worth Individual Services
- Custom Services
- Income Tax Consulting & Compliance
Our partners and staff are committed to quality, it is the cornerstone of everything we do. We take pride in establishing long-lasting client relationships and receiving new client
referrals. We are known for innovative thinking and accuracy; our answers are creative, well researched, and correct.
We are proactive in our approach and bring a wealth of expertise to each client relationship. Because most of our partners are also teachers, having taught at local universities or professional societies and various forums, we are up to date on tax law issues and we bring the most current information to each engagement.
We take pride in our availability. We are there for our clients, in person and when and where they need us. Because the engagement team remains the same, you will talk to someone who knows your individual situation and understands your concerns each time you call. Our partners are ultimately involved in all aspects of each engagement and do not merely act as figurehead leaders.
Because we are a medium-sized firm, we take pride in our ability to tailor our services to meet your specific needs. We recognize that each engagement is unique and we thoroughly investigate each situation to provide a customized approach.