About David Taylor



David J Taylor is a Certified Public Accountant in practice in the Portland, Oregon area since 1986.

David practices primarily in the income tax arena, in both compliance and planning. His focus also includes preparation of compiled and reviewed financial statements, strategic tax and business planning, estate and trust planning, mergers & acquisitions and succession planning.

David believes strongly in the importance of personal relationships and team building. He emphasizes the importance of long-range retirement and estate planning. He is most interested in working with clients who are committed to learning and developing their own knowledge and skills in managing their financial affairs.

David's mission is to help people reach balance and equanimity in regard to their finances.

David's non-profit service includes terms on four different Boards of Directors. Most of the non-profit experience involves low income housing and support for homeless and disabled populations.

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