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  • Partner, Eisner Advisory Group LLC
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David Roer is a Tax Partner and has over 10 years of public accounting experience, specializing in high net worth individuals, closely held corporations, S-Corporations, small business, and state and international taxation issues.

Prior to joining the firm, David was a Tax Partner at Raich Ende Malter & Co. LLP (REM) at a leading full-service accounting and auditing firm providing a wide variety of accounting, tax, and business advisory services to organizations of all sizes, emerging businesses, and high net worth individuals. He started as a supervisor at the firm. Before REM, David began his professional career at a regional accounting firm in Seattle, Washington.

Specialties

  • Business Advisory Services
  • Tax Planning and Reporting
  • Business Management
  • Strategic Planning
  • High Net Worth Families

Credentials & Education

  • Closely Held Businesses Certified Public Accountant (CPA)
  • Yeshiva University: BS, Accounting
  • Golden Gate University: MS, Taxation

Affiliations

  • American Institute of Certified Public Accountants
  • New York State Society of Certified Public Accountants: Closely Held & S Corporations Committee Member

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