David joined Wegner CPAs in January 1996 as a staff accountant in the firm’s Assurance Department. David began his career assisting on a variety of compilation, review, audit, and tax engagements. In 1998, David was promoted to working as the auditor-in-charge on a number of audit engagements and served as the auditor-in-charge on over 50 audits of nonpublic companies, not-for-profit organizations, and employee benefit plans for more than 10 years. During this time David also began working in the firm’s quality control function, ensuring that the firm and its personnel are complying with applicable professional standards. In 2016, David was promoted to a senior manager in the firm’s Assurance Department.
David currently oversees the firm’s quality control function and continues to serve Wegner CPAs’ clients, both external and internal. David’s primary duties include reviewing work performed on compilation, review, audit, and attestation engagements; performing research and consultation on accounting and auditing issues; developing processes for complying with professional standards; and providing training, both internally and externally, on these and other matters. David also reviews the exempt organization returns (e.g., IRS Form 990) prepared by the firm and assists clients and others with matters related to preparing and filing these returns. David is also responsible for overseeing the firm’s peer review process.
