David Lopez received a Bachelors in Accounting and a Masters in Taxation from the University of Miami (FL). He then began working at Berkowitz Pollack and Brant where he gained experience in Audit, Forensic and Taxation. After leaving Berkowitz he joined Saxon, A Xerox company, as a CFO, eventually being promoted to be the Small Business division CFO for all of Florida. He was one of 30 US graduates of Xerox Finance University. In his first year as CFO his territories lead the country in cash generation and profit margin. In his second year he lead the transition of two company back offices off shore to Guatemala and India.
Born and raised in Miami, I hold a Bachelor’s degree in Philosophy from FIU and a Master’s in Accounting and Finance from Keller Management. For nearly a decade and a half, I served as the financial controller and reporter for a local business generating annual revenues of nearly $75 million. This experience has equipped me with a unique analytical perspective and a passion for providing exceptional tax services.
I am dedicated to delivering high-quality solutions and focus on creating a seamless experience for clients while leveraging new technologies to streamline tax preparation and filing processes. My commitment to excellence ensures that clients feel supported and confident in their financial decisions.
I look forward to helping you navigate your financial journey with a personal touch.
In today’s highly competitive environment, you need trusted and experienced financial professionals to keep your organization financially strong and keep you focused on what you do best. The time is now. So TAKE ACTION and give a call!
Our vision is to become a trusted financial partner recognized for our commitment to ethical practices and forward-thinking strategies. We strive to set new standards in the accounting profession by applying deep expertise and proactive solutions that anticipate our clients’ evolving needs. At Brass Tax CPAs, we believe that integrity is the cornerstone of success and that excellence in service leads to sustainable growth for our clients and our firm.
At Brass Tax CPAs, we are committed to delivering proactive, personalized financial solutions grounded in unwavering integrity. Through our dedication to lifelong learning and excellence, we empower individuals and businesses to achieve their financial goals with confidence. Our mission is to build enduring relationships with our clients, fostering trust through transparency and practical wisdom in every engagement.
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