David B. Epperson, CPA
214-922-9727 ext. 2102
BBA Business Administration ~ Baylor University
Certified Public Accountant, Texas
American Institute of Certified Public Accountants, Texas Society of Certified Public Accountants
MARKETS OF EXPERTISE
Law Firms, Marketing/Advertising Firms, and other Professional Service Firms; Real Estate, Construction, Wholesalers, and Financial Services
SERVICE AREAS OF FOCUS
Strategic tax planning for closely-held businesses and high wealth families and individuals; Business advisory services for professional service firms and other closely-held businesses; Tax planning for business purchases/sales[/tab]
David’s fundamental philosophy is to partner with his clients, get to know everything about them, creating a workable strategic plan and then delivering on his commitment in helping them meet their financial objectives. He offers clients a can-do attitude and enjoys searching for the best solution for each client’s specific tax and business planning needs. By working to understand their individual challenges, David can work proactively with clients, anticipating their needs before they ever pick up the phone to call.
He has been providing this level of service to clients since 1982 – admitted as partner ten years later. In addition to working with service professionals like attorneys and doctors, David particularly enjoys working with faith-based non-profit organizations helping them reach their ministry goals.
His main areas of focus deal in federal and state tax planning and compliance, business advisory services for individuals, flow-through entities, retirement plans, start-up companies and high net worth families.
Outside of work, David devotes much of his volunteer time as Treasurer/Board Member of the Autistic Treatment Center of Texas.
Latest Articles by David
• Top 10 Financial Benchmarks to Help You Manage Your Law Firm
Managing a law firm can be like driving a car. You’re cruising along the highway assuming everything’s fine until a warning light on your dashboard
• Handling Advance Legal Fees
Advance Fee is Predicated on Actual Ownership Simply put, accounting for an advance fee is predicated on actual ownership of the funds. For most purposes,
• The Wired Attorney: Data Security When You're on the Go
Legal Profession and Technology: Data Security On The Go The legal profession has certainly been at the vanguard of mobile technology. Attorneys have made the
• Avoiding Ethical Concerns with Client Funds
Ethical Minefield Trust (or escrow) account management is a potential ethical minefield for attorneys and law firms. Weak internal controls can lead to funds being