P: (408) 494-1200
F: (408) 279-8186
dsheets@bergerlewis.com
My LinkedIn profile

David Sheets, CPA, MST

Principal

David has over 15 years of experience in corporate and individual tax planning, consulting and compliance. He provides services to high-technology and emerging businesses.

PRACTICE AREA

Tax Services

LOCATION

San Jose, California

EXPERTISE

Entity restructuring
International taxation
Multi-state taxation
Stock option planning
R & D tax credits
Advanced planning issues for individual and closely-held companies

BACKGROUND

David was the worldwide controller for an early stage company that received over $20 million through three rounds of funding. During that time, he presented the worldwide reporting and budgets to the Board, managed the venture capital due diligence process, and coordinated the audits performed by the large national firms.

PROFESSIONAL AFFILIATIONS

American Institute of Certified Public Accountants
California Society of Certified Public Accountants

CIVIC AFFILIATIONS

Green Business Council – Board Member/Co-founder
Silicon Valley Happy Hour
Youth Sports, Coach

EDUCATION

California State University/Fresno, Bachelor of Science: Accounting
Golden Gate University, Master of Science: Taxation

ASK DAVID ABOUT

Running the Boston Marathon