Location - Memphis, TN
Professional Designations and Licenses: Certified Public Accountant (CPA) – Tennessee
Memberships: American Institute of Certified Public Accountants (AICPA), Tennessee Society of CPAs (TSCPA), Institute of Financial Planners, Memphis Estate Planning Council (MEPC) (Past President), Germantown United Methodist Church, Memphis Society of Certified Financial Planners (Former Officer), Spring Lake Condo Associations (Treasurer), Bartlett Rotary Club (Past Charter Member)
Education: St. Cloud University – Bachelor of Science, Accounting (1977)
Contact: djones [at] wucpas [dot] com or vCard
David’s Personal Mission Statement
“When working with clients I follow one simple rule – service before self. My clients look to me as an advisor. By putting their needs above my own, I am able to fully dedicate myself to maximizing their success.”
David joined Watkins Uiberall, PLLC in 1984. As a member in the firm, he is skilled in all areas of accounting and taxation. David provides comprehensive tax consulting and planning services for individuals, corporations, estates and trusts. He works primarily with closely-held businesses and has experience with manufacturing, services, moving, entertainment, warehousing, hotel, sports and distribution entities.
As a proficient tax practitioner, David specializes in tax minimization and profit enhancement strategies for clients of all sizes. He has worked with many companies to execute structured business plans from inception to maturity. David also assists clients with cost saving strategies, including cost segregation and research and tax development studies.
From a young age, David was taught that hard work and responsibility are the keys to a successful future. Following in his father’s footsteps as an accountant, he upholds the strong work ethic instilled in him as a child. By taking a selfless interest in the needs and goals of his clients, David has established a rewarding and enjoyable career respected by many in the industry.
David is a native of Memphis and currently resides in the area with his family. In his free time, he enjoys outdoor activities including boating and playing tennis.