David Meredith, CPA

David has nearly a decade of experience in business and personal taxation, ranging from real estate, oil and gas, and high net-worth individuals. He has worked with large public accounting firms and smaller boutique firms to serve a wide range of industries.

He accepted his position at North Texas Tax and Financial to lead the Tax Division in a variety of different services. David believes that the coordination of a household’s wealth and tax planning should be integrated; by doing this it achieves a greater level of efficiency and creates a meaningful economic benefit to the clients of North Tax and Financial.

North Texas Tax and Financial takes a proactive approach to tax preparation which provides a better result than typical tax preparation services. Typically, preparation is done in the aftermath of an individual’s tax year, where little to no meaningful benefit can be obtained in the form of tax savings. Looking ahead of tax filing is where North Texas Tax and Financial provides a one of kind experience to our clients.

EDUCATION & CREDENTIALS 

• Certified Public Accountant
• Master of Science in Taxation, University of North Texas

INTERESTS

David enjoys spending time with his wife Caroline, of almost a decade, and his one-year-old daughter.  He enjoys playing chess, playing music on his guitar or piano, and enjoys a hot meal at home.