David A. Monheit, CPA  PFS

David A. Monheit, CPA PFS

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Phone: 623-975-7589
Fax: 623-975-7590
E-mail:
 

David Monheit is a Certified Public Accountant who also studied to receive the AICPAs designation of Personal Financial Specialist (CPA PFS). He became a CPA in 1991 after graduating from the University of Arizona with a BS in Accounting. David also completed post-graduate studies in personal taxation and financial planning.

David represents the second generation of the Monheit CPAs. His father, Howard Monheit originally established the firm in 1971.

David and his staff spend their time advising high net worth and emerging affluent individuals. Within his practice, David keeps focused on providing clients with high level tax planning and tax preparation to mitigate both annual tax liabilities and estate tax liabilities. David also integrates his expertise in financial services to better advise his tax clients on investment decisions and their ultimate effect on taxes.

Along with his career, David's passions include his beautiful wife Melissa, daughters Rachel and Molly, son Danny, fitness, travel and wine collecting.

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