David Holden

Tax Director

San Mateo


David Holden, CPA, has over twenty years of experience in tax planning and compliance for corporations, partnerships and individuals. His tax and accounting clients include high net worth individuals and multi-generational family groups in various industries.

Clients value David’s depth of expertise, and the solid tax guidance and planning advice he provides. He helps clients reach their objectives by aligning tax strategies to their business strategy.

David previously worked with the national companies Ernst & Young and KPMG as a tax manager.

David is a Certified Public Accountant and graduated from New York University with a Bachelor of Science in Accounting and Finance.

In his personal time, David enjoys spin class and reading fiction.


  • Strategic Planning
  • Tax Planning and Compliance
  • Tax Minimization Strategies

Industry Expertise:


  • New York University
    B.S. Accounting and Finance