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David J 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 charitable and generational planning with high net worth individuals and their families.

Over the past 32 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.

Our assets are our clients and our people, and nothing is more important to us than assisting both in reaching their personal and financial goals.

- David Cassady, Partner, Director of Consulting & Business Development

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More About David

A Cincinnati native, 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 Certified Public Accountant with over 30 years’ experience in public accounting.

Community/Education

  • St. Xavier High School - Vice Chair, Board of Trustees
  • St. Xavier High School - Finance Committee Chairperson
  • St. Xavier High School - Board of Trustees /Advancement Committee / Executive Committee / Finance Committee / Investment Committee
  • Impact Autism - Treasurer and Executive Board Trustee
  • March of Dimes – 2011 Walk for Babies Revenue Leader
  • American Institute of Certified Public Accountants (AICPA)
  • Ohio Society of Certified Public Accountants (OSCPA)
  • Association for Corporate Growth (ACG)
  • Goering Center for Family and Private Business
  • Tocqueville Society, United Way
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