David Thomas,Cpa,EsQ., Pc

Overview

David Thomas, CPA, Esq., PC is a corporate practice that combines accounting and legal services with a modest advisory offering aimed at individuals and small-business clients. The firm provides financial planning and portfolio management services alongside its accounting and law activities. Its compensation approach includes both a percentage-of-assets model and hourly charges, reflecting a hybrid billing structure. The firm is not an active ESG investor, does not operate as a multi-state adviser, and is not identified as a capital allocator, pension consultant, related adviser, or newly formed advisory firm. Its public profile positions it as a small, practitioner-oriented entity focused on delivering planning and portfolio oversight within the context of its accounting and legal practice.

Assets & Accounts