David Wang Location
- California, United States
David Wang Work
- 2025 - now Managing Partner @
- 2011 - now Chief Executive Officer @
- 2017 - 2025 Enrolled Agent I NTPI Fellow® @
- 2010 - 2016 Chief Executive Officer @
- 2010 - 2015 Chief Financial Officer @
- 2010 - 2013 Trust and Estate Tax Planner @ Kerl & Co CPA's
- 2008 - 2010 Senior Tax Accountant @ Sweek Connolly CPA
- 2007 - 2008 Tax Associate @ Grant Thornton LLP, Irvine, CA
David Wang Education
- UC Irvine
BA (Economic/Accounting)
2003 - 2006
David Wang Skills
- Tax
- Accounting
- Corporate Tax
- Finance
- Income Tax
- Financial Reporting
- Financial Accounting
- Tax Returns
- GAAP
- Tax Accounting
- Tax Preparation
- Financial Statements
- Tax Compliance
- Incorporation Services
- Start-up Consulting
- Estate & Gift Taxation
- Estate Tax Planning
- Start Up Consulting
- Estate and Gift Taxation
- Personal Income Tax Returns
- Small Business
- Bookkeeping
- Federal and State Income Tax Compliance
- Accounting for Small Businesses
- Quarterly Taxes
- QuickBooks
- S Corporations
- Business Planning
- Corporate Tax Planning
- Budgeting
- Management
- Start Ups
- Financial Analysis
- Business Strategy
- IRS
- IRS problem resolution
- Tax Dispute Resolution
- IRS Enrolled Agent
- Trusts
- Cost Accounting
- Cash Flow
- Small Business Financial Management
- Financial Management Services
David Wang Summary
- David Wang, based in California, United States, is currently a Managing Partner at Pathfinding Consultants. David Wang brings experience from previous roles at Irvine Bookkeeping, Irvine Tax Solutions, DW Investment Group, Inc. and Fluff Ice, LLC.. David Wang holds a 2003 - 2006 BA in Economic/Accounting @ UC Irvine. With a robust skill set that includes Tax, Accounting, Corporate Tax, Finance, Income Tax and more. David Wang has 2 emails and 1 mobile phone numbers on RocketReach.
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