Dave is the founder and managing shareholder of Palm Accountancy, Inc. He has over thirty-five years of experience providing accounting and audit services along with tax and consulting services. Dave performs peer reviews of other CPA firms under the practice monitoring program of the American Institute of Certified Public Accountants. Dave, a Certified Public Accountant, graduated from California State University, Fullerton.
Dave is a long-time member and treasurer of Gold County Baptist Church in Shingle Springs. He is a faithful Chicago Cubs fan. Dave lives in Shingle Springs with his wife, Rachelle. Together they enjoy teaching their kindergarten/1st grade Sunday School class, visiting their grandkids, and playing golf.
Ben is a Certified Public Accountant with a Masters in Taxation from Golden Gate University and an Accounting degree from Sonoma State University. He has been working in public accounting for over ten years. Before joining Dave in 2009, Ben worked with a prominent CPA practice in Sonoma County. He has experience providing income tax services and audit services to wineries and vineyards, manufacturing companies, food processing companies, and construction contractors.
In his free time, Ben enjoys being outdoors with his wife Tara and their three sons. He enjoys barbecuing with family and friends, working on backyard projects, and traveling around Lake Tahoe and the Sierra foothills.
Tara is a Certified Public Accountant and has been working in public accounting for more than ten years. Prior to joining Palm Accountancy, Tara gained experience with reputable CPA firms in Napa and Sonoma County. She really enjoys working with individual and small business taxation, bookkeeping and payroll needs. Tara graduated with distinction from Sonoma State University with a degree in Business Administration/Accounting.
Outside the office she is a wife and a mother of three boys. She really enjoys swimming, country living, and spending quality time with family and friends locally and in the Bay Area where she grew up.