David brings over two decades of hands-on experience in accounting and tax services to his role as Partner at ATMOS Financial Services Inc. Prior to the merger with ATMOS, David successfully operated Priority Taxation for just over 20 years, where he provided financial advice and tax strategies tailored to a diverse range of industries, including fishing, construction, and manufacturing. Growing up near the small town of Tatamagouche, Nova Scotia, David developed an early connection to the local economic pillars of fishing, farming, and forestry, shaping his understanding of the unique financial needs of these sectors.
David holds a DFA-Tax Services Specialist designation, an Advanced Certification in QuickBooks Online (QBO), and is a Certified Professional Bookkeeper. His extensive qualifications underscore his expertise in tax planning, particularly for farmers, fishers, and other small businesses. David is known for being a trusted advisor to his clients, forging strong relationships that often evolve into lasting friendships. He values the connections he builds and is dedicated to maintaining the trust and rapport he establishes with each client.
At ATMOS, David is in charge of tax and accounting services, where he leverages his experience to deliver comprehensive financial solutions. His accomplishments in the tax planning realm ensure that clients receive optimized strategies tailored to their specific circumstances, helping them achieve financial success and compliance.
Beyond his professional life, David draws inspiration from his love for the outdoors and family. Whether it’s hiking, camping, boating, or skiing, he enjoys any activity that allows him to spend meaningful time outside with his wife and four children.
David’s dedication to both his clients and his personal passions exemplifies the integrity and commitment he brings to ATMOS Financial Services, making him a valuable asset to our team and a trusted partner for our clients.