About David A. Carris & His Team
Experienced Counsel.
Coordinated Planning.
Personal Attention.
David A. Carris brings more than 20 years of legal experience to tax litigation, estate planning, and tax planning. He holds a Master of Laws (LL.M.) in Taxation and serves clients ranging from federal judges, celebrities, and senior government officials to business owners, families, and high-net-worth individuals.
David and his team of attorneys, CPAs, and financial planners bring together complementary expertise to help clients resolve complex challenges, preserve wealth, and plan for the future. Their coordinated approach connects legal guidance, accounting, and financial planning to each client’s personal, family, and business goals.
Comprehensive Guidance for Life’s Important Decisions
Every client’s circumstances are different. David and his team take time to understand each client’s priorities and develop practical, personalized strategies across several areas:
Tax Litigation and Dispute Resolution
Representing individuals and businesses in disputes with the Internal Revenue Service and state taxing authorities.
Estate and Trust Planning
Developing plans to protect assets, provide for loved ones, and transfer wealth according to the client’s wishes.
Wealth and Legacy Planning
Aligning financial goals, business succession, and charitable giving with a lasting vision for the future.
Individual and Business Tax Planning
Coordinating legal and accounting guidance to manage tax obligations and support informed financial decisions.
Bookkeeping, Tax Filing, and Fractional CFO Services
Providing accurate bookkeeping, timely tax preparation and filing, and strategic financial guidance to help individuals and businesses manage their finances, plan ahead, and achieve their goals.
Personal Attention. Clear Communication.
Attention to detail, discretion, compassion, and sound judgment guide David’s relationships with his clients. By working collaboratively across professional disciplines, his team helps clients understand how individual decisions affect their broader financial and estate plans.
David’s “No Surprises” philosophy emphasizes candid advice, clear communication, and client involvement throughout the decision-making process.
His goal is to help clients address today’s concerns and move forward with confidence in their future and the legacy they will leave.