Monroe, Sweeris & Tromp PLC
Phone: (616) 544-5800
Email: [email protected]
Background: Dave works with closely-held companies across all industries to formulate long-term tax strategies and provide federal, multi-state, and local compliance. The in-depth planning includes issues such as entity selection, real estate, retirement plans, and succession design. Dave also works closely with company owners and other individuals to provide tax projection and new law analysis, trust and estate planning, gift and contribution strategies, and notice resolution. Dave has worked in public accounting since he graduated from the University of Toledo in 1992. He joined Monroe Sweeris & Tromp in 2015 and became partner in 2018. He has worked with international, national, and local firms servicing clients across all income ranges.
Personal Accreditations
Certified Public Accountant