PRACTICE AREA

Taxation Leadership

Tax preparation, planning, and business management for high-net-worth individuals, entertainment professionals, and closely held businesses.

About David

David is a partner at Laléa & Black and leads the firm’s tax practice. In a given year, he prepares and reviews roughly 300 individual and business tax returns — 1040s, 1120s, 1120-S, 1065s, and 1041s — for clients ranging from actors and directors to real estate investors, professional service firms, and multi-entity family enterprises. Beyond tax season, David oversees monthly bookkeeping and business management for about 50 firm clients, handling everything from bank reconciliations and payroll coordination to bill pay and cash-flow forecasting.

Every client works directly with a CPA. No handoffs to associates, no rotating point of contact, no waiting three weeks for a return call. When a client asks about pension timing, S-corp reasonable comp, or a mid-year entity restructuring, David answers — because he’s been in their books all year.

What he handles

• Tax preparation & planning — individual, S-corp, C-corp, partnership, trust
• Business management — bookkeeping, payroll (ADP), bill pay (Bill.com), cash-flow oversight
• Entity structuring — S-corp elections, multi-entity coordination, Delaware franchise, foreign qualification
• Multi-state taxation — California, Nevada, New York, and beyond
• Compliance work — 1099s, business licenses, Secretary of State renewals
• IRS & FTB representation — audit response, notices, penalty abatement

Credentials

• Certified Public Accountant, State of California
• Member, California Society of Certified Public Accountants (CalCPA)

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