David Cassady, CPA
David specializes in providing professional accounting, tax, and business advisory services to family held businesses, their owners, and high net worth individuals. David has extensive experience in the areas of business tax planning and consulting, compensation planning, personal tax planning, taxation of real estate, succession planning, mergers and acquisitions, and family office services with high net worth individuals and their families.
Over the past 40 years, David’s approach to client service and relationships has encompassed a very trusting, creative, and pro-active strategy to help his clients, their businesses, and families maximize their personal and economic goals.
David is a graduate of St. Xavier High School, holds a Bachelor of Science in Finance and Accounting from Miami University and a Masters of Taxation from the University of Cincinnati.
He is a member of the American Institute of Certified Public Accountants (AICPA), the Ohio Society of Certified Public Accountants (OSCPA), and the Goering Center for Family and Private Business. In 2019, David was a C-Suite Honoree.
In addition, David is heavily involved in the community. He was a former chairman on the St. Xavier High School Board of Trustees (2013-2016) and was the 2011 Walk for Babies Revenue Leader for March of Dimes. Currently, David serves on the DePaul Cristo Rey High School Board of Trustees and the DePaul Cristo Rey High School Finance Committee. He has served on the Children’s Hospital Foundation Board of Trustees since 2015 and has been the Corporate Committee Chair since 2016.