David W. Spaulding

David W. Spaulding, EA, CRPC, ADPA

Principal


Direct Line:  (212) 901-6085
(212) 730-1112  x. 6085





David provides personalized service to individuals and businesses in tax consulting, tax compliance and controversy, business advisory, and tax planning. In addition, he offers detailed retirement planning services for individuals and families. A decade ago, David launched a specialized practice group, the Domestic Partners Network - through the advisory and services of a select group of multi-disciplinary professionals, the DPN offers a comprehensive approach to advising unmarried and same-sex couples, as well as non-traditional families, in the areas of tax compliance, estate and investment planning, insurance and healthcare, immigration and family planning.

Mr. Spaulding holds a BA from Binghamton University (NY) and an MFA from Temple University (PA). With nearly thirty years’ experience in taxation, David is an Enrolled Agent, licensed to practice before the Internal Revenue Service and more recently holds certifications as an Accredited Domestic Partnership Advisor (ADPA) Chartered Retirement Planning Counselor (CRPC). He is a member of the National Association of Tax Professionals, the Financial Planning Association and the New York State Society of CPAs.

David has served for twenty years as state treasurer and member of the executive board of Common Cause New York. David has also served as treasurer and a member of the board of directors of the Foundation for Small Voices, Luna Stage Company, Peridance Contemporary Dance Company and more recently The Statue Fund.

David serves on the Boards of Directors in the office of treasurer for Peridance Contemporary Dance Company (3 years), the Foundation for Small Voices (15 years), and more recently The Statue Fund (2nd year). Having recently stepped down, after nearly twenty-five years, David had served as state Treasurer and member of the Executive Board of Common Cause New York. David also served as Treasurer and a member of the Board of Directors of Luna Stage Company (3 years) from which he stepped down to assume the position of Managing Director for a transitional 15 months as part of the company’s fiscal restructuring. 

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(212) 730-1112