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David Chen CPA, Founder & CEO

Born and raised in Houston, Texas, David was groomed to do accounting at an early age. David’s mom was treasurer for the school PTO and had David counting dollar bills for the school at the age of 5.

Continuing the momentum from his early years, David worked for a CPA firm throughout his high school years doing bookkeeping for small businesses. Looking to improve his skills, he continued his journey and attended the University of Texas’s McCombs School of Business where he received his Bachelors & Masters in Accounting. 

After graduation David worked as an auditor and financial accounting consultant at EY, a top 4 public accounting firm in the world where he received his CPA license in the State of Texas.

At EY, he gained experience working on the biggest technology merger to date, the Dell-EMC merger a $67 billion acquisition. While on the merger David was given the responsibility as project lead tasked to handle the consolidated financial statements. The skills he learned dealing with accounting for the biggest merger gave him confidence to create solutions for any accounting problems.

However, working at EY was not fulfilling for David. He did not feel like he was making a connection with the businesses he was working with and decided to go back to his experience from his early years.

David returned with a mission to help small businesses and provide his knowledge he learned from working with the biggest corporations.

After studying small businesses, he found that small businesses were on average overpaying 10% of their profits in taxes!

David realized he needed to take action quickly to help small businesses grow and found his passion in helping small business owners save money on taxes. He implements tax strategies that corporations like Amazon and ultra high net-worth individuals use to pay less than the average american on taxes and applies them to small businesses.

This led David to starting his own company, David Chen CPA focused on tax planning and accounting solutions, for small business owners and high net worth individuals.

Fast forward to 2020, David currently leads a team of four, helping small businesses owners and high net worth individuals save money on taxes legally, and values the connection of working with small business owners. He enjoys traveling, and living in the digital world, working with many clients in the hospitality and digital industries, from nationwide restaurants, digital advertisers, and cryptocurrency businesses.

Through these experiences, David developed a strong foundation of accounting principles and operational strategies which he has transitioned into his practice and clients. He is a member of the American Institute of Certified Public Accountants (AICPA) and continues to provide outstanding service to his clients each day.