Dave Charles, CPA, MT

A problem solver at heart, Dave is motivated by finding tax-saving solutions for the firm’s clients. He finds he can best do that by learning all he can about them and building relationships that will help him stay on top of what’s going on in their businesses.

Dave’s technical focus lies in pass-through entity taxation, specifically in the rental real estate and construction industry, as well as for investment partnerships and private equity groups.

• Case Western Reserve University Accounting Advisory Board
• Ohio Society of CPAs
• American Institute of CPAs
• Woodridge Local School District Foundation Board (Treasurer)

Dave resides in North Ridgeville, Ohio, with his wife and their dog. He enjoys spending time with them, both at home and while traveling across the country. Their favorite trips often include visiting family and friends in multiple states or following the Cleveland Guardians on the road, including games at Fenway Park.