Charlotte

David Srulevitch

CPA, CFP®

Tax Advisor

3545 Whitehall Park Dr, Suite 180
Charlotte, NC 28273

David Srulevitch

Professional Certifications

  • CPA – Certified Public Accountant
  • CFP® – CERTIFIED FINANCIAL PLANNER professional

About David

After years as a CPA working exclusively on tax-related needs, David began to realize how underserved clients were when it came to coordinating tax planning with their overall financial goals. He believed that clients could receive a more effective and advanced approach to planning if their tax and financial plans were holistically considered and managed under one roof. He saw opportunity to bring his skill set from the tax world to the financial one to provide clients with a more rewarding and valuable experience. As a tax advisor, he’s able to do just that: help clients better plan for their financial goals, specifically at the intersection of tax and overall financial planning.

In his role, he serves clients by preparing projections and analyses for a variety of tax-related planning decisions. He specializes in not only tax planning and compliance, but also retirement planning. From strategic Roth conversions to tax efficient charitable giving and a variety of tax optimization strategies, David has a knack for helping clients understand topics that are often complicated and intimidating. He believes that once issues are better understood, clients can stride toward their goals with greater peace of mind and confidence in the thoroughness of the financial planning process.

David has extensive experience in the tax and financial worlds, previously working for Bank of America, PricewaterhouseCoopers, and Blair, Bohle & Whitsitt, PLLC. Most recently, he served as tax strategy specialist of Carolina Capital Consulting. He joined Buckingham in 2021 when he and the rest of the CCC team merged to launch the firm’s Charlotte, NC location. He is a CERTIFIED FINANCIAL PLANNINGTM professional and a Certified Public Accountant. He holds a bachelor’s degree from Franklin Pierce University and a Master of Accountancy from the University of North Carolina at Charlotte.

A Dallas native, he currently resides in Charlotte, and in his free time, enjoys travel, photography, and crossword puzzles.