Meet the Team

We are a growing team of professionals exclusively
committed to solving tax well.

Areas of Expertise

  • Corporate Tax Planning
  • Corporate Reorganizations
  • Estate Planning
  • International Tax Planning
  • Mergers & Acquisitions
  • Personal Tax Planning
  • Tax Dispute Resolution

B. David NielsenCPA, CA
Principal Moodys Private Client Accounting

For David, there’s no such thing as a “one size fits all” approach to tax consultation. Each client has a unique taxation situation that requires careful navigation of rules and regulations, with the ultimate goal of minimizing tax, ensuring compliance and managing tax audit risks. David brings an extensive background of serving privately held businesses, multi-national corporations and their shareholders, where he assisted in all aspects of tax planning and compliance. David also has a notable history in public practice with audit and taxation. He has served diverse private companies in the energy, manufacturing and processing, real estate and retail industries. When he’s not solving complex tax issues, David can be found in the company of good food, good friends and close family.