Partner | CPA/PFS, CFP®

LinkedIn  /  856-533-3079

David leads Haefele Flanagan’s tax compliance and planning practice, also offering accounting and consulting services to clients across a variety of industries. His specialties include real estate, retail, restaurants, wholesale, construction, medical practices, financial services and nonprofit. David’s specialty in tax includes the compliance, planning and IRS representation of businesses, individual and nonprofit clients.

David is a former chair of the Pennsylvania Institute of Certified Public Accountants’ Emerging CPA committee. He is actively involved in the PICPA and in 2009 he was named one of their 40 under 40. David is currently the treasurer of the Rotary Club of Philadelphia.


Bachelor of Science in Business Administration – La Salle University, Philadelphia, PA

Masters in Taxation and Financial Planning – Widener University, Chester, PA

Professional Credentials

Certified Public Accountant in Pennsylvania and Delaware

Personal Financial Specialist

Certified Financial Planner®


American Institute of Certified Public Accountants

Pennsylvania Institute of Certified Public Accountants – Greater Philadelphia Chapter Federal Tax committee, Greater Philadelphia Chapter State and Local Government Tax Committee, Personal Finance Planning Committee

The Rotary Club of Philadelphia – Treasurer

What’s your favorite part of your job? 

Helping people understand their numbers.

When you were a child, what did you want to be when you grew up?

A fighter jet pilot

Words to live by:

Talk to people and you will be surprised by what you learn.