Dave Merrill's Location
McLean, VA, US
Dave Merrill's Work
- Partner and Managing Tax Director @ Creative Planning
- Director | Tax Advisor @ SBSB Financial Advisors
- Senior Manager | Tax Advisor @ SBSB Financial Advisors
- Senior Manager @ Andersen
Dave Merrill's Education
- Brigham Young University
Bachelor of Science (Accounting)
2005 - 2009 - Brigham Young University
Master of Accountancy (Tax)
2005 - 2009
Dave Merrill's Skills
- Tax
- High Net Worth Individuals
- CCH ProSystem fx
- Tax Advisory
- ASC 740
- Tax Returns
- Income Tax
- Accounting
- Tax Accounting
- FIN 48
Dave Merrill's Summary
Dave Merrill, based in McLean, VA, US, is currently a Partner and Managing Tax Director at Creative Planning, bringing experience from previous roles at Sullivan Bruyette Speros & Blayney and Andersen Tax. Dave Merrill holds a 2005 - 2009 Bachelor of Science in Accounting @ Brigham Young University. With a robust skill set that includes Tax, High Net Worth Individuals, CCH ProSystem fx, Tax Advisory, ASC 740 and more, Dave Merrill contributes valuable insights to the industry. Dave Merrill has 4 emails on RocketReach.
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