Dave Merrill, Cpa

Dave Merrill, Cpa Email and Phone Number

Partner/Managing Tax Director at Creative Planning @ Creative Planning
Dave Merrill, Cpa's Location
McLean, Virginia, United States, United States
Dave Merrill, Cpa's Contact Details
About Dave Merrill, Cpa

I provide tax compliance, tax advisory, and planning services to clients. I have more than 10 years of experience serving the tax and planning needs of high net worth individuals and their families including estates, trusts, and related pass-through entities. I earned a Master of Accountancy degree with a tax emphasis and a BS degree in Accounting, both from Brigham Young University. I have been a Certified Public Accountant (CPA) since 2011. I enjoy religion, sports, and literature, including poetry.

Dave Merrill, Cpa's Current Company Details
Creative Planning

Creative Planning

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Partner/Managing Tax Director at Creative Planning
Dave Merrill, Cpa Work Experience Details
  • Creative Planning
    Partner/Managing Tax Director
    Creative Planning Jan 2019 - Present
    Overland Park, Kansas, Us
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  • Sullivan Bruyette Speros & Blayney
    Director | Tax Advisor
    Sullivan Bruyette Speros & Blayney Jan 2019 - Present
    Mclean, Va, Us
    View
  • Sullivan Bruyette Speros & Blayney
    Senior Manager | Tax Advisor
    Sullivan Bruyette Speros & Blayney Sep 2017 - Present
    Mclean, Va, Us
    View
  • Andersen Tax
    Senior Manager
    Andersen Tax May 2009 - Sep 2017
    San Francisco, Ca, Us
    AndersenTax provides tax and investment advisory and accounting services to corporations and high net worth individuals. We specialize in providing solutions for taxpayers with multiple entities requiring partnership, trust, corporate, estate, foundation or individual tax returns.
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Dave Merrill, Cpa Skills

Tax Returns Tax Preparation Accounting Method Changes High Net Worth Individuals Tax Advisory Asc 740 Accounting Cch Prosystem Fx Tax Research Fin 48 Tax Accounting Account Reconciliation Partnership Taxation Tax Corporate Tax Income Tax

Dave Merrill, Cpa Education Details

  • Brigham Young University
    Brigham Young University
    Accounting
  • Brigham Young University
    Brigham Young University
    Tax

Frequently Asked Questions about Dave Merrill, Cpa

What company does Dave Merrill, Cpa work for?

Dave Merrill, Cpa works for Creative Planning

What is Dave Merrill, Cpa's role at the current company?

Dave Merrill, Cpa's current role is Partner/Managing Tax Director at Creative Planning.

What is Dave Merrill, Cpa's email address?

Dave Merrill, Cpa's email address is da****@****llc.com

What schools did Dave Merrill, Cpa attend?

Dave Merrill, Cpa attended Brigham Young University, Brigham Young University.

What are some of Dave Merrill, Cpa's interests?

Dave Merrill, Cpa has interest in Books And Libraries, Sports, Nature.

What skills is Dave Merrill, Cpa known for?

Dave Merrill, Cpa has skills like Tax Returns, Tax Preparation, Accounting Method Changes, High Net Worth Individuals, Tax Advisory, Asc 740, Accounting, Cch Prosystem Fx, Tax Research, Fin 48, Tax Accounting, Account Reconciliation.

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