David R. Walter, CPA, MBA, Partner

Dave has over 20 years of public accounting experience, including co-founding this accounting firm in 2014. His specialty areas include accounting and attest services and tax preparation and planning services.

Dave earned both his Bachelors of Science in Business Administration in Accountancy and his Master of Business Administration from John Carroll University. He is a member of the American Institute of Certified Public Accountants (AICPA) and the Ohio Society of Certified Public Accountants (OSCPA) and is also active in the community, volunteering with the Willoughby Area Welcome Center, volunteering and coaching at Saint Paschal Baylon Catholic Church and School and serving on the Athletic Association Board at Saint Paschal Baylon.

Areas of Expertise:

  • Accounting & Attest Services: Audits, Reviews and Compilations, Financial Statement Preparation & Agreed Upon Procedures

  • Tax Preparation & Planning Services: Corporations (S-Corps), Partnerships, Individuals, Trusts, Estates, Nonprofits and businesses with multiple state and city tax returns & Tax Planning and Consulting

  • Management Advisory Services: Mergers and Acquisitions & Succession Planning

  • Industries: Real Estate, Construction, Manufacturing, Personal & Professional Services