David Neighbors

David Neighbors is a Managing Director in the firm's Private Client Services practice with extensive experience advising high-net-worth individuals, entrepreneurs, closely held businesses, and multigenerational families on complex tax matters. He helps clients develop tax-efficient strategies that support long-term financial objectives, business growth, and wealth preservation.

David specializes in tax planning, compliance, and advisory services for privately held businesses and their owners. He works closely with clients on sophisticated tax matters involving liquidity events, business transitions, ownership structures, succession planning, and multigenerational wealth strategies. By collaborating with attorneys, wealth advisors, family offices, and other trusted professionals, he helps clients navigate complex financial decisions with coordinated, practical solutions.

Drawing on leadership experience across national and regional accounting firms, David has built and led private client and business tax practices while mentoring professionals and developing high-performing teams. He is recognized for building long-term client relationships, delivering practical solutions to complex tax challenges, and fostering collaborative environments that support both client success and professional development.

Prior to joining the firm, David held leadership roles in private client and business tax practices at several national and regional accounting firms, where he advised individuals, families, and closely held businesses on a broad range of tax planning and advisory matters.